SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $593,779,828 |
| Positions | 7 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| THE CHARLES SCHWAB CORPORATION | SCHW | COM | $325,021,167 | 3,522,501 |
| ISHARES TR | IVV | CORE S&P500 ETF | $169,106,813 | 225,810 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $43,544,700 | 611,154 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $30,508,753 | 315,891 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $13,037,696 | 218,423 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $11,391,991 | 137,518 |
| FRANKLIN TEMPLETON DIGITAL H | EZBC | BITCOIN ETF SHS | $1,168,708 | 34,465 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.