| 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 | ||||
| 689.466.897 $ | +170.340.692 $ | +3.987,7 % | 8 | 759.411.697 $ | +203.526.776 $ | +5.136,2 % | 9 | 700.171.117 $ | +226.336.919 $ | +3.349,2 % | 8 | ||||
| iSHARES TRUST | → 0 | 148.542.427 $ | -34.877.119 $ | -19,0 % | 1 | 183.419.546 $ | +2.023.678 $ | +1,1 % | 1 | 181.395.868 $ | +13.643.590 $ | +8,1 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 126.019.850 $ | +125.564.082 $ | +27.550,0 % | 1 | 128.816.251 $ | +128.443.809 $ | +34.486,9 % | 1 | 125.828.576 $ | +124.536.533 $ | +9.638,7 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 83.908.308 $ | -8.553.061 $ | -9,3 % | 1 | 92.461.369 $ | +4.491.665 $ | +5,1 % | 1 | 87.969.704 $ | +13.896.794 $ | +18,8 % | 1 |
| ISHARES TR | → 0 | 79.470.710 $ | +77.681.103 $ | +4.340,7 % | 1 | 58.033.292 $ | +57.541.592 $ | +11.702,6 % | 1 | 56.268.837 $ | +55.941.625 $ | +17.096,4 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 75.573.794 $ | +8.634.900 $ | +12,9 % | 1 | 66.938.894 $ | +1.847.419 $ | +2,8 % | 1 | 65.091.475 $ | +4.288.517 $ | +7,1 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Stark | 63.923.697 $ | -4.750.448 $ | -6,9 % | 1 | 68.674.145 $ | -3.866.170 $ | -5,3 % | 1 | 72.540.315 $ | +6.955.092 $ | +10,6 % | 1 |
| MAI Capital Management | → 0 | 54.523.633 $ | -13.216.697 $ | -19,5 % | 1 | 67.740.330 $ | +2.361.481 $ | +3,6 % | 1 | 65.378.849 $ | +3.728.970 $ | +6,0 % | 1 | ||
| FIRST TRUST EXCHANGE-TRADED FUND VIII | → 0 | 57.504.478 $ | +19.857.932 $ | +52,7 % | 1 | ||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 47.056.994 $ | +10.109.919 $ | +27,4 % | 1 | ||||||||
| VANGUARD GROUP INC | → 0 | 46.270.876 $ | +573.383 $ | +1,3 % | 1 | 45.697.493 $ | +3.345.798 $ | +7,9 % | 1 | ||||||
| 689.466.897 $ | +170.340.692 $ | +3.987,7 % | 8 | 759.411.697 $ | +203.526.776 $ | +5.136,2 % | 9 | 700.171.117 $ | +226.336.919 $ | +3.349,2 % | 8 | ||||