SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-16 |
| Reported value | $1,178,704,499 |
| Positions | 229 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB U.S. LARGE-CAP | SCHX | UIE | $232,642,382 | 7,904,940 |
| VANGUARD FTSE DEVELOPED | VEA | UIE | $110,854,303 | 1,555,850 |
| VANGUARD SHORT TERM COR | VCSH | UIE | $90,071,222 | 1,139,709 |
| SCHWAB U.S. AGGREGATE | SCHZ | UIE | $89,177,660 | 3,855,498 |
| SCHWAB U.S. SMALL-CAP | SCHA | UIE | $52,132,573 | 1,442,916 |
| SCHWAB U.S. TIPS ETF | SCHP | UIE | $44,109,564 | 1,664,512 |
| VANGUARD DIVIDEND | VIG | UIE | $41,059,519 | 173,525 |
| STATE STREET SPDR | SPHY | UIE | $29,343,411 | 1,251,852 |
| VANGUARD REAL ESTATE | VNQ | UIE | $28,293,539 | 293,410 |
| VANGUARD GROWTH INDEX | VUG | UIE | $27,797,097 | 322,697 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.