| 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 | ||||
| 529.975.170 $ | +277.210.147 $ | +426.821,6 % | 8 | 532.734.382 $ | +300.411.716 $ | +415.505,5 % | 8 | 530.594.192 $ | +358.302.543 $ | +32.654,5 % | 9 | ||||
| SCHWAB STRATEGIC TR | → 0 | 131.449.980 $ | +131.441.395 $ | +1.531.058,8 % | 1 | 130.275.872 $ | +130.172.852 $ | +126.356,9 % | 1 | 131.310.792 $ | +131.205.877 $ | +125.059,2 % | 1 | ||
| ISHARES TR | → 0 | 125.035.711 $ | +125.029.072 $ | +1.883.251,6 % | 1 | 130.483.266 $ | +130.475.957 $ | +1.785.141,0 % | 1 | 129.219.478 $ | +122.838.292 $ | +1.925,0 % | 1 | ||
| iSHARES TRUST | → 0 | 84.661.873 $ | +8.664.222 $ | +11,4 % | 1 | 75.997.651 $ | +2.427.798 $ | +3,3 % | 1 | 73.569.853 $ | +3.149.618 $ | +4,5 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 74.509.452 $ | -3.867.525 $ | -4,9 % | 1 | 78.376.977 $ | +1.990.177 $ | +2,6 % | 1 | 76.386.800 $ | +76.329.941 $ | +134.244,3 % | 1 | ||
| VAUGHAN DAVID INVESTMENTS LLC/IL | → 0 | 47.879.164 $ | +575.426 $ | +1,2 % | 1 | 47.303.738 $ | +2.929.428 $ | +6,6 % | 1 | 44.374.310 $ | +719.131 $ | +1,6 % | 1 | ||
| Ancora Advisors LLC | → 0 | 27.266.404 $ | +280.341 $ | +1,0 % | 1 | 26.986.063 $ | +3.437.449 $ | +14,6 % | 1 | 23.548.614 $ | -1.191.694 $ | -4,8 % | 1 | ||
| VANGUARD STAR FDS | → 0 | 24.364.535 $ | +17.767.711 $ | +269,3 % | 1 | 25.822.269 $ | +25.820.441 $ | +1.412.496,8 % | 1 | 24.882.043 $ | +24.882.043 $ | 1 | |||
| BlackRock Finance, Inc. | → 0 | 14.808.051 $ | -2.680.495 $ | -15,3 % | 1 | 17.488.546 $ | +3.157.614 $ | +22,0 % | 1 | 14.330.932 $ | -1.326.996 $ | -8,5 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Stark | 12.971.370 $ | +1.696.331 $ | +15,0 % | 1 | ||||||||
| 529.975.170 $ | +277.210.147 $ | +426.821,6 % | 8 | 532.734.382 $ | +300.411.716 $ | +415.505,5 % | 8 | 530.594.192 $ | +358.302.543 $ | +32.654,5 % | 9 | ||||