SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-25 |
| Reported value | $1,143,557,335 |
| Positions | 170 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| Vanguard Total U.S. Stock Market Index Fund | VTI | Total Stk Mkt | $421,856,602 | 1,140,030 |
| Vanguard Value Index Fund | VTV | Value ETF | $164,108,180 | 753,032 |
| Vanguard REIT Index Fund | VNQ | REIT ETF | $145,317,671 | 1,506,976 |
| Vanguard Growth Index Fund | VUG | Growth ETF | $96,381,155 | 1,118,890 |
| Vanguard Small Cap Index Fund | VB | Small Cp ETF | $77,418,579 | 255,406 |
| Schwab U.S. Broad Market Index Fund | SCHB | US Brd Mkt ETF | $22,166,855 | 765,430 |
| Apple Inc | AAPL | COM | $14,529,937 | 50,214 |
| Microsoft Corp | MSFT | COM | $13,716,670 | 36,772 |
| Vanguard S&P 500 ETF | VOO | S&P 500 ETF SHS | $8,476,925 | 12,342 |
| Schwab U.S. REIT Fund | SCHH | US REIT ETF | $8,276,372 | 349,509 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.