| 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 | ||||
| 5.324.163.471 $ | +3.466.807.323 $ | +34.839,7 % | 9 | 5.084.202.166 $ | +2.718.612.978 $ | +38.027,2 % | 8 | 4.900.603.380 $ | +2.538.121.258 $ | +30.446,8 % | 8 | ||||
| SCHWAB STRATEGIC TR | → 0 | 1.822.283.835 $ | +1.815.952.290 $ | +28.681,0 % | 1 | 1.785.931.923 $ | +1.771.206.582 $ | +12.028,3 % | 1 | 1.699.119.383 $ | +810.015.753 $ | +91,1 % | 1 | ||
| ISHARES TR | → 0 | 899.698.262 $ | +899.039.117 $ | +136.394,7 % | 1 | 899.842.728 $ | +209.236.474 $ | +30,3 % | 1 | 889.103.630 $ | +853.916.666 $ | +2.426,8 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 701.558.988 $ | +701.086.735 $ | +148.455,8 % | 1 | 690.606.254 $ | +690.369.945 $ | +292.147,1 % | 1 | 652.359.083 $ | +652.088.472 $ | +240.968,9 % | 1 | ||
| iSHARES TRUST | → 0 | 675.716.858 $ | +3.054.177 $ | +0,5 % | 1 | 672.662.681 $ | +17.996.105 $ | +2,7 % | 1 | 654.666.576 $ | +67.838.651 $ | +11,6 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 439.798.390 $ | +7.308.378 $ | +1,7 % | 1 | 432.490.012 $ | +20.201.865 $ | +4,9 % | 1 | 412.288.147 $ | +59.928.313 $ | +17,0 % | 1 | ||
| BlackRock Fund Advisors | → 0 | 243.009.851 $ | +17.105.390 $ | +7,6 % | 1 | 225.904.461 $ | +20.737.615 $ | +10,1 % | 1 | 205.166.846 $ | +26.593.245 $ | +14,9 % | 1 | ||
| Archer-Daniels-Midland Co | ADM | → 0 | Schwach | 202.000.181 $ | +15.870.772 $ | +8,5 % | 1 | 186.129.409 $ | -8.080.444 $ | -4,2 % | 1 | 194.209.853 $ | +21.376.207 $ | +12,4 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 180.018.804 $ | -10.615.894 $ | -5,6 % | 1 | 190.634.698 $ | -3.055.164 $ | -1,6 % | 1 | 193.689.862 $ | +46.363.951 $ | +31,5 % | 1 |
| KEATING INVESTMENT COUNSELORS INC | → 0 | 160.078.302 $ | +18.006.358 $ | +12,7 % | 1 | ||||||||||
| 5.324.163.471 $ | +3.466.807.323 $ | +34.839,7 % | 9 | 5.084.202.166 $ | +2.718.612.978 $ | +38.027,2 % | 8 | 4.900.603.380 $ | +2.538.121.258 $ | +30.446,8 % | 8 | ||||