| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 418.468.112 $ | +18.606.876 $ | +7,4 % | 399.660.117 $ | +25.455.625 $ | +7,3 % | 374.405.611 $ | +21.027.321 $ | +5,0 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 269.050.377 $ | +10.197.901 $ | +3,9 % | 258.852.476 $ | +17.030.500 $ | +7,0 % | 241.821.976 $ | +17.859.447 $ | +8,0 % |
| BlackRock, Inc. | BLK | 102.809.471 $ | +3.116.972 $ | +3,1 % | 99.692.499 $ | +2.563.899 $ | +2,6 % | 97.128.600 $ | +1.727.293 $ | +1,8 % |
| ISHARES GOLD TRUST | IAU | 43.281.334 $ | +4.902.482 $ | +12,8 % | 38.378.852 $ | +5.494.311 $ | +16,7 % | 32.884.541 $ | +1.448.211 $ | +4,6 % |
| APPFOLIO INC | APPF | 2.150.684 $ | +136.306 $ | +6,8 % | 2.014.378 $ | +382.045 $ | +23,4 % | 1.632.333 $ | -120.495 $ | -6,9 % |
| MICROSOFT CORP | MSFT | 464.759 $ | -32.991 $ | -6,6 % | 497.750 $ | -157 $ | -0,0 % | 497.907 $ | +127.772 $ | +34,5 % |
| ELI LILLY & Co | LLY | 277.267 $ | +76.148 $ | +37,9 % | 201.119 $ | -11.966 $ | -5,6 % | |||
| COCA COLA CO | KO | 211.128 $ | -13.034 $ | -5,8 % | 224.162 $ | -14.973 $ | -6,3 % | 239.135 $ | -2.941 $ | -1,2 % |
| JOHNSON & JOHNSON | JNJ | 223.092 $ | +223.092 $ | |||||||
| 418.468.112 $ | +18.606.876 $ | +7,4 % | 399.660.117 $ | +25.455.625 $ | +7,3 % | 374.405.611 $ | +21.027.321 $ | +5,0 % | ||