| 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 | ||||
| 3.679.859.870 $ | +920.931.900 $ | +168.799,0 % | 8 | 3.290.335.420 $ | +650.444.647 $ | +89,8 % | 8 | 2.642.537.093 $ | +2.599.848.259 $ | +189,9 % | 9 | ||||
| VANGUARD GROUP INC | → 0 | 2.154.435.176 $ | +302.255.631 $ | +16,3 % | 1 | 1.852.179.545 $ | +423.125.816 $ | +29,6 % | 1 | 1.429.053.729 $ | +1.429.053.729 $ | 1 | |||
| VANGUARD SCOTTSDALE FUNDS | → 0 | 465.151.663 $ | +31.975.872 $ | +7,4 % | 1 | 433.175.791 $ | +41.743.534 $ | +10,7 % | 1 | 391.432.257 $ | +391.432.257 $ | 1 | |||
| iSHARES TRUST | → 0 | 399.728.331 $ | +37.266.695 $ | +10,3 % | 1 | 362.461.636 $ | +77.303.170 $ | +27,1 % | 1 | 285.158.466 $ | +285.158.466 $ | 1 | |||
| VANGUARD TAX-MANAGED FDS | → 0 | 287.551.503 $ | +287.488.196 $ | +454.117,5 % | 1 | 285.861.908 $ | +162.105.109 $ | +131,0 % | 1 | 164.958.981 $ | +164.958.981 $ | 1 | |||
| SCHWAB STRATEGIC TR | → 0 | 211.482.602 $ | +211.452.230 $ | +696.207,8 % | 1 | 200.585.220 $ | +170.658.725 $ | +570,3 % | 1 | 123.756.799 $ | +81.067.965 $ | +189,9 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 104.898.957 $ | +104.898.957 $ | 1 | |||||||||||
| BlackRock Finance, Inc. | → 0 | 57.569.998 $ | +788.511 $ | +1,4 % | 1 | 56.781.487 $ | +9.086.797 $ | +19,1 % | 1 | 47.694.690 $ | +47.694.690 $ | 1 | |||
| ABRDN ETFS | → 0 | 56.071.959 $ | +56.043.943 $ | +200.042,6 % | 1 | 45.082.017 $ | -240.779.891 $ | -84,2 % | 1 | ||||||
| World Gold Trust | GLDM | → 0 | 47.868.638 $ | -6.339.178 $ | -11,7 % | 1 | 54.207.816 $ | +7.201.387 $ | +15,3 % | 1 | 47.006.429 $ | +47.006.429 $ | 1 | ||
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | → 0 | 48.576.785 $ | +48.576.785 $ | 1 | |||||||||||
| 3.679.859.870 $ | +920.931.900 $ | +168.799,0 % | 8 | 3.290.335.420 $ | +650.444.647 $ | +89,8 % | 8 | 2.642.537.093 $ | +2.599.848.259 $ | +189,9 % | 9 | ||||