| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 4.653.692.653 $ | +1.451.457.456 $ | +466,1 % | 8 | 3.502.742.797 $ | +769.153.241 $ | +471,7 % | 5 | 3.765.541.806 $ | +906.374.827 $ | +3.125,2 % | 6 | 3.645.929.574 $ | +1.068.275.106 $ | +15.911,9 % | 6 | ||||
| iSHARES TRUST | → 0 | 1.757.434.281 $ | +144.841.454 $ | +9,0 % | 1 | 1.612.592.827 $ | +55.419.443 $ | +3,6 % | 1 | 1.557.173.384 $ | +73.651.301 $ | +5,0 % | 1 | 1.483.522.083 $ | +116.733.307 $ | +8,5 % | 1 | ||
| ISHARES TR | → 0 | 975.368.932 $ | +947.278.105 $ | +3.372,2 % | 1 | 837.154.644 $ | +803.348.365 $ | +2.376,3 % | 1 | 812.678.167 $ | +808.363.890 $ | +18.736,9 % | 1 | 791.076.872 $ | +790.248.594 $ | +95.408,6 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 434.300.971 $ | +47.535.351 $ | +12,3 % | 1 | 386.765.620 $ | -20.166.849 $ | -5,0 % | 1 | 406.932.469 $ | +21.555.239 $ | +5,6 % | 1 | 385.377.230 $ | +79.530.387 $ | +26,0 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Stark | 331.642.777 $ | +3.910.748 $ | +1,2 % | 1 | 327.732.029 $ | -80.507.879 $ | -19,7 % | 1 | 408.239.908 $ | -24.041.985 $ | -5,6 % | 1 | 432.281.893 $ | +25.144.278 $ | +6,2 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 384.988.482 $ | +46.490.805 $ | +13,7 % | 1 | 338.497.677 $ | +11.060.161 $ | +3,4 % | 1 | 327.437.516 $ | +22.503.179 $ | +7,4 % | 1 | 304.934.337 $ | +42.333.437 $ | +16,1 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 267.963.530 $ | +45.473.454 $ | +20,4 % | 1 | ||||||||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 250.461.585 $ | +29.382.636 $ | +13,3 % | 1 | 253.080.362 $ | +4.343.203 $ | +1,7 % | 1 | 248.737.159 $ | +14.285.103 $ | +6,1 % | 1 | ||||
| VANGUARD TAX-MANAGED FDS | → 0 | 251.532.095 $ | +186.544.903 $ | +287,0 % | 1 | ||||||||||||||
| 4.653.692.653 $ | +1.451.457.456 $ | +466,1 % | 8 | 3.502.742.797 $ | +769.153.241 $ | +471,7 % | 5 | 3.765.541.806 $ | +906.374.827 $ | +3.125,2 % | 6 | 3.645.929.574 $ | +1.068.275.106 $ | +15.911,9 % | 6 | ||||