SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-16 |
| Reported value | $1,402,593,493 |
| Positions | 66 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | VALUE ETF | $311,983,444 | 1,422,244 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $286,633,023 | 3,327,139 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $206,273,095 | 2,145,326 |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $138,217,244 | 1,825,373 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $108,572,548 | 1,383,266 |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $96,329,504 | 398,418 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $58,049,052 | 543,022 |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $50,957,833 | 1,064,060 |
| BLACKROCK ETF TRUST | EMB | I Shares | $29,426,351 | 308,517 |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $25,217,780 | 72,220 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.