| Aktie | Ticker | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 3.748.935.282 $ | +139.290.381 $ | +40.898,3 % | 3.357.303.859 $ | +760.837.430 $ | +35.886,5 % | 2.754.764.601 $ | +2.234.423.876 $ | +180,1 % | ||
| VANGUARD GROUP INC | 2.619.586.839 $ | +334.231.503 $ | +14,6 % | 2.285.355.336 $ | +464.869.350 $ | +25,5 % | 1.820.485.986 $ | +1.820.485.986 $ | ||
| iSHARES TRUST | 399.728.331 $ | +37.266.695 $ | +10,3 % | 362.461.636 $ | +77.303.170 $ | +27,1 % | 285.158.466 $ | +285.158.466 $ | ||
| VANGUARD TAX-MANAGED INTL FD | 287.551.503 $ | +287.488.196 $ | +454.117,5 % | 285.861.908 $ | +285.799.972 $ | +461.444,0 % | 164.958.981 $ | +41.202.182 $ | +33,3 % | |
| SCHWAB STRATEGIC TR | 211.482.602 $ | +170.169.683 $ | +411,9 % | 200.585.220 $ | +159.416.260 $ | +387,2 % | 123.756.799 $ | +84.374.652 $ | +214,2 % | |
| ISHARES INC | 16.410.510 $ | -195.072.092 $ | -92,2 % | 15.905.847 $ | +3.821.730 $ | +31,6 % | 108.015.178 $ | +99.644.017 $ | +1.190,3 % | |
| ABRDN ETFS | 56.071.959 $ | +56.043.943 $ | +200.042,6 % | 45.082.017 $ | +45.051.645 $ | +148.332,8 % | 42.688.834 $ | -122.270.147 $ | -74,1 % | |
| World Gold Trust | GLDM | 47.868.638 $ | -6.339.178 $ | -11,7 % | 54.207.816 $ | +7.201.387 $ | +15,3 % | 47.006.429 $ | +47.006.429 $ | |
| SPDR SER TR | 21.134.375 $ | +4.723.865 $ | +28,8 % | 7.707.991 $ | -192.877.229 $ | -96,2 % | 48.576.785 $ | +15.409.160 $ | +46,5 % | |
| ISHARES TR | 41.312.919 $ | -244.548.989 $ | -85,5 % | 41.168.960 $ | +25.263.113 $ | +158,8 % | 33.167.625 $ | -74.847.553 $ | -69,3 % | |
| SPDR SERIES TRUST | 7.701.010 $ | +3.829.805 $ | +98,9 % | 3.871.205 $ | -29.658.704 $ | -88,5 % | 33.529.909 $ | +33.529.909 $ | ||
| BlackRock Fund Advisors | 22.919.480 $ | +698.958 $ | +3,1 % | 22.220.522 $ | +4.923.276 $ | +28,5 % | 17.297.246 $ | +17.297.246 $ | ||
| PROGRESSIVE CORP/OH/ | PGR | 14.799.981 $ | -1.249.796 $ | -7,8 % | 16.049.777 $ | +16.049.777 $ | ||||
| EA SERIES TRUST | 11.784.521 $ | -9.349.854 $ | -44,2 % | 12.084.117 $ | -32.997.900 $ | -73,2 % | 8.371.161 $ | -34.317.673 $ | -80,4 % | |
| BlackRock Finance, Inc. | 5.257.596 $ | -607.453 $ | -10,4 % | 5.865.049 $ | +163.624 $ | +2,9 % | 5.701.425 $ | +5.701.425 $ | ||
| VANGUARD STAR FDS | 63.307 $ | +29.631 $ | +88,0 % | 61.936 $ | +27.990 $ | +82,5 % | ||||
| VANGUARD MUN BD FDS | 33.676 $ | -11.750.845 $ | -99,7 % | 33.946 $ | -7.674.045 $ | -99,6 % | ||||
| VANGUARD WELLINGTON FD | 28.016 $ | -287.523.487 $ | -100,0 % | 30.372 $ | -48.546.413 $ | -99,9 % | ||||
| 3.748.935.282 $ | +139.290.381 $ | +40.898,3 % | 3.357.303.859 $ | +760.837.430 $ | +35.886,5 % | 2.754.764.601 $ | +2.234.423.876 $ | +180,1 % | ||