| 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 | ||||
| 3.296.889.274 $ | +2.164.416.799 $ | +2.345,5 % | 10 | 2.722.296.159 $ | +1.744.050.645 $ | +14.106,4 % | 8 | 2.516.738.063 $ | +1.664.650.834 $ | +9.380,7 % | 7 | ||||
| SCHWAB STRATEGIC TR | → 0 | 1.199.610.306 $ | +1.193.502.483 $ | +19.540,6 % | 1 | 1.114.949.882 $ | +1.054.661.965 $ | +1.749,4 % | 1 | 1.087.476.244 $ | +1.081.597.381 $ | +18.398,1 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 914.334.975 $ | +135.388.962 $ | +17,4 % | 1 | 778.946.013 $ | +47.809.398 $ | +6,5 % | 1 | 731.136.615 $ | +49.695.322 $ | +7,3 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 553.921.275 $ | +495.629.083 $ | +850,2 % | 1 | 523.238.313 $ | +522.658.387 $ | +90.125,0 % | 1 | 464.270.579 $ | +462.214.440 $ | +22.479,7 % | 1 | ||
| VANGUARD MUN BD FDS | → 0 | 272.565.793 $ | +252.819.679 $ | +1.280,4 % | 1 | 60.287.917 $ | +57.162.994 $ | +1.829,3 % | 1 | ||||||
| Apple Inc. | AAPL | → 0 | Neutral | 98.361.208 $ | +4.234.098 $ | +4,5 % | 1 | 94.127.110 $ | +7.496.777 $ | +8,7 % | 1 | 86.630.333 $ | +16.895.502 $ | +24,2 % | 1 |
| ISHARES TR | → 0 | 58.292.192 $ | +55.041.324 $ | +1.693,1 % | 1 | 53.485.930 $ | +53.207.794 $ | +19.130,1 % | 1 | 51.016.628 $ | +50.811.306 $ | +24.747,1 % | 1 | ||
| Invesco Exchange-Traded Self-Indexed Fund Trust | → 0 | 50.112.177 $ | +824.167 $ | +1,7 % | 1 | 49.288.010 $ | +353.258 $ | +0,7 % | 1 | 48.934.752 $ | -1.523.519 $ | -3,0 % | 1 | ||
| iSHARES TRUST | → 0 | 50.042.431 $ | +5.889.701 $ | +13,3 % | 1 | ||||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 49.964.370 $ | +10.082.590 $ | +25,3 % | 1 | ||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 49.684.547 $ | +11.004.712 $ | +28,5 % | 1 | ||||||||
| COZAD ASSET MANAGEMENT INC | → 0 | 47.972.984 $ | +700.072 $ | +1,5 % | 1 | 47.272.912 $ | +4.960.402 $ | +11,7 % | 1 | ||||||
| 3.296.889.274 $ | +2.164.416.799 $ | +2.345,5 % | 10 | 2.722.296.159 $ | +1.744.050.645 $ | +14.106,4 % | 8 | 2.516.738.063 $ | +1.664.650.834 $ | +9.380,7 % | 7 | ||||