| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 3.082.140.971 $ | +399.010.244 $ | +2.973,2 % | 8 | 3.389.648.613 $ | +993.547.701 $ | +19.462,4 % | 8 | 3.467.588.412 $ | +1.081.201.791 $ | +6.947,9 % | 9 | ||||
| ISHARES TR | → 0 | 717.623.303 $ | +433.737.296 $ | +152,8 % | 1 | 731.407.454 $ | +730.845.999 $ | +130.170,0 % | 1 | 610.400.178 $ | +609.322.307 $ | +56.530,2 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 467.151.641 $ | -63.098.498 $ | -11,9 % | 1 | 530.250.139 $ | +56.403.768 $ | +11,9 % | 1 | 473.846.371 $ | +125.665.511 $ | +36,1 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 335.788.178 $ | -101.092.370 $ | -23,1 % | 1 | 436.880.548 $ | -39.295.038 $ | -8,3 % | 1 | 476.175.586 $ | +10.182.499 $ | +2,2 % | 1 |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 412.122.950 $ | -40.036.048 $ | -8,9 % | 1 | 452.158.998 $ | -15.838.088 $ | -3,4 % | 1 | 467.997.086 $ | +4.495.742 $ | +1,0 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 313.822.311 $ | -58.228.214 $ | -15,7 % | 1 | 372.050.525 $ | -8.712.025 $ | -2,3 % | 1 | 380.762.550 $ | +66.920.239 $ | +21,3 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 292.864.900 $ | -34.589.047 $ | -10,6 % | 1 | 327.453.947 $ | +8.874.125 $ | +2,8 % | 1 | 318.579.822 $ | -4.479.413 $ | -1,4 % | 1 |
| VANGUARD TAX-MANAGED FDS | → 0 | 283.886.007 $ | +282.693.701 $ | +23.709,8 % | 1 | 260.188.745 $ | +259.173.474 $ | +25.527,5 % | 1 | 240.250.806 $ | +236.265.603 $ | +5.928,6 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Stark | 258.881.681 $ | -20.376.576 $ | -7,3 % | 1 | 279.258.257 $ | +2.095.486 $ | +0,8 % | 1 | 277.162.771 $ | +32.174.443 $ | +13,1 % | 1 |
| Mastercard Inc | MA | → 0 | Neutral | 222.413.242 $ | +654.860 $ | +0,3 % | 1 | ||||||||
| 3.082.140.971 $ | +399.010.244 $ | +2.973,2 % | 8 | 3.389.648.613 $ | +993.547.701 $ | +19.462,4 % | 8 | 3.467.588.412 $ | +1.081.201.791 $ | +6.947,9 % | 9 | ||||