SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $13,515,615,172 |
| Positions | 882 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $1,138,901,586 | 38,698,661 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $810,493,630 | 10,059,496 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $780,753,799 | 10,957,948 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $750,212,539 | 3,442,447 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $744,159,610 | 8,638,955 |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $491,612,746 | 1,429,481 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $481,184,174 | 5,808,597 |
| ISHARES TR | IVV | CORE S&P500 ETF | $434,483,776 | 580,170 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $433,854,725 | 11,767,147 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $281,109,759 | 2,910,642 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.