| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 183.460.015 $ | +4.152.272 $ | +0,0 % | 179.537.263 $ | +9.513.339 $ | -2,3 % | 170.257.654 $ | +12.678.205 $ | +20,0 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 157.698.814 $ | +4.001.097 $ | +2,6 % | 153.697.717 $ | +11.349.593 $ | +8,0 % | 142.348.124 $ | +9.334.165 $ | +7,0 % |
| BlackRock, Inc. | BLK | 22.823.605 $ | +167.044 $ | +0,7 % | 22.656.561 $ | -1.751.492 $ | -7,2 % | 24.408.053 $ | +2.479.453 $ | +11,3 % |
| Walmart Inc. | WMT | 948.270 $ | +71.072 $ | +8,1 % | 877.198 $ | +27.867 $ | +3,3 % | 849.331 $ | +106.281 $ | +14,3 % |
| ISHARES GOLD TRUST | IAU | 655.135 $ | -71.785 $ | -9,9 % | 726.920 $ | -105.124 $ | -12,6 % | 832.044 $ | +240.513 $ | +40,7 % |
| NVIDIA CORP | NVDA | 469.340 $ | -154 $ | -0,0 % | 469.494 $ | +63.106 $ | +15,5 % | 406.388 $ | +72.378 $ | +21,7 % |
| MICROSOFT CORP | MSFT | 395.224 $ | -27.293 $ | -6,5 % | 422.517 $ | +42.633 $ | +11,2 % | 379.884 $ | +81.408 $ | +27,3 % |
| CHEVRON CORP | CVX | 214.898 $ | -4.061 $ | -1,9 % | 218.959 $ | -81.989 $ | -27,2 % | 300.948 $ | +65.571 $ | +27,9 % |
| AT&T INC. | T | 229.520 $ | -34.205 $ | -13,0 % | 263.725 $ | +35.673 $ | +15,6 % | |||
| APPFOLIO INC | APPF | 254.729 $ | +16.352 $ | +6,9 % | 238.377 $ | +2.950 $ | +1,3 % | 235.427 $ | +29.033 $ | +14,1 % |
| EXXON MOBIL CORP | XOM | 233.730 $ | +233.730 $ | |||||||
| 183.460.015 $ | +4.152.272 $ | +0,0 % | 179.537.263 $ | +9.513.339 $ | -2,3 % | 170.257.654 $ | +12.678.205 $ | +20,0 % | ||