SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-24 |
| Reported value | $1,558,508,443 |
| Positions | 8 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $632,688,685 | 921,199 |
| ISHARES TR | IVV | CORE S&P500 ETF | $561,441,335 | 749,698 |
| ISHARES TR | ACWI | MSCI ACWI ETF | $218,350,764 | 1,391,035 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $50,293,490 | 1,038,478 |
| ISHARES TR | AGG | CORE US AGGBD ET | $33,475,630 | 338,206 |
| ISHARES INC | URTH | MSCI WORLD ETF | $29,694,055 | 146,536 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $16,306,374 | 168,838 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $16,258,110 | 228,184 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.