SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-11 |
| Reported value | $525,844,594 |
| Positions | 157 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $73,814,012 | 856,907 |
| ISHARES TR | IVV | CORE S&P500 ETF | $30,209,842 | 40,339 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $20,996,985 | 713,455 |
| ISHARES TR | ITOT | CORE S&P TTL STK | $20,311,221 | 123,645 |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $17,175,104 | 138,319 |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $15,934,648 | 262,126 |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $15,613,276 | 79,015 |
| ISHARES TR | IUSG | CORE S&P US GWT | $14,699,440 | 78,151 |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $14,582,866 | 305,400 |
| SPDR SERIES TRUST | SLYV | ST STR SP600SM C | $13,974,392 | 128,076 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.