SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-11 |
| Reported value | $3,907,391,966 |
| Positions | 20 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $350,731,328 | 4,071,643 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $319,443,102 | 1,465,806 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $310,016,511 | 3,979,162 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $302,681,989 | 817,971 |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $275,909,266 | 3,294,439 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $261,143,706 | 380,227 |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $250,148,473 | 9,439,565 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $233,193,889 | 4,815,071 |
| VANGUARD BD INDEX FDS | BLV | LONG TERM BOND | $189,611,748 | 2,750,787 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $187,372,965 | 2,629,796 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.