| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 2.227.775.821 $ | +797.318.840 $ | +1.280,0 % | 7 | 1.797.433.507 $ | +590.290.154 $ | +1.704,7 % | 6 | 1.747.754.015 $ | +638.484.823 $ | +4.022,5 % | 6 | 1.602.294.286 $ | +633.071.405 $ | +3.701,1 % | 6 | ||||
| COZAD ASSET MANAGEMENT INC | → 0 | 581.595.733 $ | +126.259.370 $ | +27,7 % | 1 | 455.336.363 $ | +16.602.835 $ | +3,8 % | 1 | 438.733.528 $ | +80.536.682 $ | +22,5 % | 1 | 358.196.846 $ | +38.183.510 $ | +11,9 % | 1 | ||
| ISHARES TR | → 0 | 407.272.528 $ | +388.091.033 $ | +2.023,3 % | 1 | 374.484.243 $ | +369.481.242 $ | +7.385,2 % | 1 | 331.764.138 $ | +322.141.606 $ | +3.347,8 % | 1 | 297.782.084 $ | +296.362.343 $ | +20.874,4 % | 1 | ||
| Ancora Advisors LLC | → 0 | 287.211.488 $ | -9.022.726 $ | -3,0 % | 1 | 296.234.214 $ | +22.652.272 $ | +8,3 % | 1 | 273.581.942 $ | +29.707.142 $ | +12,2 % | 1 | 243.874.800 $ | +34.843.405 $ | +16,7 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 267.993.697 $ | +25.044.835 $ | +10,3 % | 1 | 242.948.862 $ | -19.133.702 $ | -7,3 % | 1 | 262.082.564 $ | +17.291.261 $ | +7,1 % | 1 | 244.791.303 $ | +81.097.941 $ | +49,5 % | 1 |
| iSHARES TRUST | → 0 | 240.619.240 $ | +21.887.422 $ | +10,0 % | 1 | 218.731.818 $ | -1.876.046 $ | -0,9 % | 1 | 220.607.864 $ | -31.116.363 $ | -12,4 % | 1 | 251.724.227 $ | -8.171.438 $ | -3,1 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 246.107.998 $ | +242.587.305 $ | +6.890,3 % | 1 | 209.698.007 $ | +202.563.553 $ | +2.839,2 % | 1 | 220.983.979 $ | +219.924.495 $ | +20.757,7 % | 1 | 205.925.026 $ | +190.755.644 $ | +1.257,5 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 196.975.137 $ | +2.471.601 $ | +1,3 % | 1 | ||||||||||||||
| 2.227.775.821 $ | +797.318.840 $ | +1.280,0 % | 7 | 1.797.433.507 $ | +590.290.154 $ | +1.704,7 % | 6 | 1.747.754.015 $ | +638.484.823 $ | +4.022,5 % | 6 | 1.602.294.286 $ | +633.071.405 $ | +3.701,1 % | 6 | ||||