| 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 | ||||
| 1.425.675.996 $ | +85.462.535 $ | +1.585,6 % | 8 | 1.471.157.229 $ | +249.553.145 $ | +1.287,4 % | 9 | 1.295.206.816 $ | +119.340.636 $ | +41,8 % | 8 | ||||
| VANGUARD GROUP INC | → 0 | 457.535.009 $ | +59.748.901 $ | +15,0 % | 1 | 397.786.108 $ | +63.662.905 $ | +19,1 % | 1 | 334.123.203 $ | +11.363.614 $ | +3,5 % | 1 | ||
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | → 0 | 338.968.806 $ | -13.328.511 $ | -3,8 % | 1 | 352.297.317 $ | +43.526.839 $ | +14,1 % | 1 | 308.770.478 $ | +15.230.878 $ | +5,2 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 290.631.938 $ | -12.870.605 $ | -4,2 % | 1 | 303.502.543 $ | +24.549.304 $ | +8,8 % | 1 | 278.953.239 $ | +24.000.664 $ | +9,4 % | 1 | ||
| Ancora Advisors LLC | → 0 | 116.281.242 $ | -6.538.709 $ | -5,3 % | 1 | 122.819.951 $ | +14.037.200 $ | +12,9 % | 1 | 108.782.751 $ | +9.134.714 $ | +9,2 % | 1 | ||
| World Gold Trust | GLDM | → 0 | 54.108.344 $ | -36.243.356 $ | -40,1 % | 1 | 90.351.700 $ | -16.518.825 $ | -15,5 % | 1 | 106.870.525 $ | +15.813.122 $ | +17,4 % | 1 | |
| VANGUARD SCOTTSDALE FUNDS | → 0 | 72.842.617 $ | +1.189.890 $ | +1,7 % | 1 | 71.652.727 $ | +3.777.446 $ | +5,6 % | 1 | 67.875.281 $ | +1.563.350 $ | +2,4 % | 1 | ||
| VANGUARD WELLINGTON FD | → 0 | 56.279.543 $ | +54.920.983 $ | +4.042,6 % | 1 | 58.495.740 $ | +43.571.100 $ | +291,9 % | 1 | 53.700.196 $ | +39.539.741 $ | +279,2 % | 1 | ||
| ISHARES MSCI USA EQUAL WEIGHTED | → 0 | 39.028.497 $ | +38.583.942 $ | +8.679,2 % | 1 | 40.420.047 $ | +39.795.012 $ | +6.366,8 % | 1 | 36.131.143 $ | +2.694.553 $ | +8,1 % | 1 | ||
| ISHARES TR | → 0 | 33.831.096 $ | +33.152.164 $ | +4.883,0 % | 1 | ||||||||||
| 1.425.675.996 $ | +85.462.535 $ | +1.585,6 % | 8 | 1.471.157.229 $ | +249.553.145 $ | +1.287,4 % | 9 | 1.295.206.816 $ | +119.340.636 $ | +41,8 % | 8 | ||||