SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $10,585,998,438 |
| Positions | 485 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $1,180,060,329 | 20,007,805 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $950,436,358 | 2,568,469 |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $792,526,539 | 1,858,646 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $648,925,499 | 9,107,726 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $518,739,809 | 694,286 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $345,619,121 | 11,934,362 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $344,297,083 | 12,429,498 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $293,887,091 | 427,902 |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $276,479,047 | 3,146,097 |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $230,198,753 | 1,934,606 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.