| 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 | ||||
| 440.801.562 $ | +334.040.570 $ | +13.201,8 % | 7 | 378.687.983 $ | +273.440.224 $ | +13.788,1 % | 6 | 399.467.651 $ | +150.833.771 $ | +46.704,0 % | 7 | 384.281.714 $ | +157.342.886 $ | +34.847,2 % | 5 | ||||
| SCHWAB STRATEGIC TR | → 0 | 160.402.899 $ | +160.101.749 $ | +53.163,5 % | 1 | 136.946.146 $ | +136.651.853 $ | +46.433,9 % | 1 | 152.814.825 $ | +1.564.524 $ | +1,0 % | 1 | 151.250.301 $ | +14.115.471 $ | +10,3 % | 1 | ||
| ISHARES TR | → 0 | 158.664.729 $ | +158.260.918 $ | +39.191,8 % | 1 | 137.707.000 $ | +137.328.563 $ | +36.288,4 % | 1 | 139.910.795 $ | +139.867.503 $ | +323.079,3 % | 1 | 137.134.830 $ | +137.056.155 $ | +174.205,5 % | 1 | ||
| MAI Capital Management | → 0 | 44.236.366 $ | +11.382.679 $ | +34,6 % | 1 | 32.853.687 $ | +33.460 $ | +0,1 % | 1 | 32.820.227 $ | -1.310.358 $ | -3,8 % | 1 | 34.130.585 $ | +1.394.690 $ | +4,3 % | 1 | ||
| iSHARES TRUST | → 0 | 40.617.909 $ | +3.005.162 $ | +8,0 % | 1 | 37.612.747 $ | -1.439.424 $ | -3,7 % | 1 | 39.052.171 $ | +3.980.968 $ | +11,4 % | 1 | 35.071.203 $ | +4.138.409 $ | +13,4 % | 1 | ||
| Victory Portfolios II | → 0 | 27.863.577 $ | +1.287.175 $ | +4,8 % | 1 | 26.576.402 $ | +299.748 $ | +1,1 % | 1 | 26.276.654 $ | -418.141 $ | -1,6 % | 1 | 26.694.795 $ | +638.161 $ | +2,4 % | 1 | ||
| Meta Platforms, Inc. | META | → 0 | Neutral | 6.711.601 $ | -280.400 $ | -4,0 % | 1 | 6.992.001 $ | +566.024 $ | +8,8 % | 1 | 6.425.977 $ | +6.260.007 $ | +3.771,8 % | 1 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 2.304.481 $ | +283.287 $ | +14,0 % | 1 | 2.167.002 $ | +889.268 $ | +69,6 % | 1 | ||||||||
| 440.801.562 $ | +334.040.570 $ | +13.201,8 % | 7 | 378.687.983 $ | +273.440.224 $ | +13.788,1 % | 6 | 399.467.651 $ | +150.833.771 $ | +46.704,0 % | 7 | 384.281.714 $ | +157.342.886 $ | +34.847,2 % | 5 | ||||