SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-08 |
| Reported value | $52,041,851,798 |
| Positions | 1,119 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $6,770,907,824 | 18,297,773 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $4,148,211,409 | 58,220,511 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $3,364,991,706 | 40,620,373 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $3,234,930,365 | 116,784,490 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $2,776,848,107 | 46,521,161 |
| ISHARES TR | ITOT | CORE S&P TTL STK | $2,461,971,844 | 14,987,349 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $2,241,221,716 | 9,471,819 |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $1,489,557,861 | 51,435,009 |
| ISHARES TR | LQD | IBOXX INV CP ETF | $1,356,330,479 | 12,435,413 |
| ISHARES TR | DGRO | CORE DIV GRWTH | $1,344,485,503 | 17,739,616 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.