SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $1,494,599,391 |
| Positions | 14 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $692,904,066 | 1,008,873 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $292,273,796 | 584,092 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $156,925,636 | 2,035,088 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $93,481,425 | 630,311 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $84,040,913 | 114,124 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $69,903,146 | 188,907 |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $39,361,269 | 412,419 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $37,442,500 | 50 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $26,463,735 | 319,456 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $839,768 | 20,358 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.