SEC Form 13F

Morningstar Investment Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$1,621,688,630
Positions317

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRGOVTUS TREAS BD ETF$240,183,44610,483,782
MICROSOFT CORPMSFTCOM$53,416,642144,303
VANGUARD INDEX FDSVTITOTAL STK MKT$52,994,604165,190
APPLE INCAAPLCOM$51,496,529202,910
ALPHABET INCGOOGLCAP STK CL A$42,608,340148,172
NVIDIA CORPORATIONNVDACOM$39,749,771227,923
SCHWAB STRATEGIC TRSCHOSHT TM US TRES$39,159,4271,613,491
VANGUARD CHARLOTTE FDSBNDXTOTAL INT BD ETF$38,123,735793,418
SPDR SERIES TRUSTSPSMSTATE STREET SPD$37,402,144774,051
SCHWAB STRATEGIC TRFNDEFUNDAMENTAL EMER$27,692,129723,788

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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