SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-11 |
| Reported value | $16,750,869,578 |
| Positions | 857 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $904,987,883 | 1,208,439 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $666,073,019 | 8,637,959 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $643,402,961 | 9,030,217 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $605,262,008 | 4,081,060 |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $523,923,525 | 9,930,317 |
| APPLE INC | AAPL | COM | $473,207,481 | 1,635,359 |
| NVIDIA CORPORATION | NVDA | COM | $465,598,625 | 2,326,946 |
| MICROSOFT CORP | MSFT | COM | $429,562,372 | 1,151,580 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $367,510,375 | 6,156,984 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $359,930,863 | 2,617,108 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.