| 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 | ||||
| 95.370.374 $ | +9.647.214 $ | +52,4 % | 9 | 92.150.147 $ | +40.262.395 $ | +1.078,3 % | 9 | 54.772.236 $ | +16.991.371 $ | +248,8 % | 7 | ||||
| iSHARES TRUST | → 0 | 33.691.625 $ | +1.334.688 $ | +4,1 % | 1 | 32.356.937 $ | +32.015.765 $ | +9.384,1 % | 1 | ||||||
| SPDR GOLD TRUST | GLD | → 0 | 21.628.097 $ | +35.146 $ | +0,2 % | 1 | 21.592.951 $ | +1.667.080 $ | +8,4 % | 1 | 19.925.871 $ | +3.144.979 $ | +18,7 % | 1 | |
| AMAZON COM INC | AMZN | → 0 | Neutral | 8.967.274 $ | -974.836 $ | -9,8 % | 1 | 9.942.110 $ | +613.019 $ | +6,6 % | 1 | 9.329.091 $ | +4.357 $ | +0,0 % | 1 |
| ABRDN ETFS | → 0 | 9.597.507 $ | +7.781.241 $ | +428,4 % | 1 | 6.870.298 $ | +5.062.433 $ | +280,0 % | 1 | 7.147.296 $ | +5.782.817 $ | +423,8 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 7.913.880 $ | +1.043.582 $ | +15,2 % | 1 | 7.663.508 $ | +242.715 $ | +3,3 % | 1 | 7.420.793 $ | +6.879.160 $ | +1.270,1 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 5.203.369 $ | -635.560 $ | -10,9 % | 1 | 5.838.929 $ | +319.101 $ | +5,8 % | 1 | 5.519.828 $ | +981.904 $ | +21,6 % | 1 |
| CATERPILLAR INC | CAT | → 0 | Stark | 3.138.478 $ | +600.663 $ | +23,7 % | 1 | 2.537.815 $ | +424.040 $ | +20,1 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 2.782.364 $ | -19.041 $ | -0,7 % | 1 | 2.801.405 $ | +111.215 $ | +4,1 % | 1 | ||||
| BlackRock Finance, Inc. | → 0 | 2.636.098 $ | +70.863 $ | +2,8 % | 1 | 2.565.235 $ | -62.717 $ | -2,4 % | 1 | 2.627.952 $ | +86.939 $ | +3,4 % | 1 | ||
| ENTERPRISE PRODUCTS PARTNERS L.P. | EPD | → 0 | 2.594.046 $ | +391.427 $ | +17,8 % | 1 | |||||||||
| 95.370.374 $ | +9.647.214 $ | +52,4 % | 9 | 92.150.147 $ | +40.262.395 $ | +1.078,3 % | 9 | 54.772.236 $ | +16.991.371 $ | +248,8 % | 7 | ||||