| 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 | ||||
| 1.885.263 $ | +777.379 $ | +2.213.978,7 % | 7 | 2.249.224 $ | +1.261.432 $ | +1.115.657,8 % | 10 | 1.930.978 $ | +1.129.097 $ | +1.035.732,5 % | 8 | ||||
| PROFESIONALLY MANAGED PORTFO | → 0 | 511.405 $ | +218.905 $ | +74,8 % | 1 | 558.261 $ | +558.255 $ | +9.304.250,0 % | 1 | 556.525 $ | +377.540 $ | +210,9 % | 1 | ||
| iSHARES TRUST | → 0 | 424.391 $ | -19.251 $ | -4,3 % | 1 | 443.642 $ | +80.187 $ | +22,1 % | 1 | 363.455 $ | +42.833 $ | +13,4 % | 1 | ||
| SEGALL BRYANT & HAMILL TR | → 0 | 292.500 $ | +292.498 $ | +14.624.900,0 % | 1 | 276.283 $ | +276.283 $ | 1 | 266.651 $ | +266.644 $ | +3.809.200,0 % | 1 | |||
| VANGUARD GROUP INC | → 0 | 255.097 $ | +71.693 $ | +39,1 % | 1 | 183.404 $ | +39.744 $ | +27,7 % | 1 | 143.660 $ | +33.949 $ | +30,9 % | 1 | ||
| ISHARES TR | → 0 | 183.311 $ | +183.290 $ | +872.809,5 % | 1 | 184.125 $ | +184.100 $ | +736.400,0 % | 1 | 178.985 $ | +178.981 $ | +4.474.525,0 % | 1 | ||
| LITMAN GREGORY FDS TR | → 0 | 182.537 $ | +124.126 $ | +212,5 % | 1 | 181.219 $ | +171.697 $ | +1.803,2 % | 1 | ||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 123.549 $ | -19.793 $ | -13,8 % | 1 | 143.342 $ | +21.274 $ | +17,4 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 114.605 $ | +17.994 $ | +18,6 % | 1 | 96.611 $ | -530 $ | -0,5 % | 1 | 97.141 $ | +36.179 $ | +59,3 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 104.035 $ | +18.784 $ | +22,0 % | 1 | ||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 103.954 $ | +12.250 $ | +13,4 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 96.777 $ | +276 $ | +0,3 % | 1 | ||||||||
| 1.885.263 $ | +777.379 $ | +2.213.978,7 % | 7 | 2.249.224 $ | +1.261.432 $ | +1.115.657,8 % | 10 | 1.930.978 $ | +1.129.097 $ | +1.035.732,5 % | 8 | ||||