SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-08 |
| Reported value | $10,442,241,777 |
| Positions | 645 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $1,159,727,596 | 13,463,288 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $1,075,765,141 | 15,098,458 |
| ISHARES TR | AGG | CORE US AGGBD ET | $912,520,468 | 9,219,241 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $762,687,821 | 3,499,691 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $278,223,436 | 4,661,139 |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $259,995,974 | 4,467,285 |
| APPLE INC | AAPL | COM | $242,317,924 | 841,768 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $241,996,184 | 2,248,617 |
| THE ALGER ETF TRUST | CNEQ | CONCENTRATED EQT | $228,525,978 | 5,537,339 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $226,418,388 | 4,476,441 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.