| 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 | ||||
| 18.142.320.036 $ | +4.227.771.295 $ | +941,5 % | 8 | 17.047.695.264 $ | +4.907.226.770 $ | +7.955,0 % | 8 | 15.987.607.087 $ | +4.211.803.983 $ | +2.789,3 % | 9 | ||||
| iSHARES TRUST | → 0 | 7.476.565.745 $ | +180.875.203 $ | +2,5 % | 1 | 7.295.690.542 $ | +909.353.604 $ | +14,2 % | 1 | 6.386.336.938 $ | +270.554.255 $ | +4,4 % | 1 | ||
| VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | → 0 | 2.071.439.538 $ | +2.041.180.605 $ | +6.745,7 % | 1 | 1.884.496.350 $ | +1.873.578.738 $ | +17.161,1 % | 1 | 1.710.159.974 $ | +1.683.524.444 $ | +6.320,6 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 1.983.208.845 $ | +201.409.361 $ | +11,3 % | 1 | 1.781.799.484 $ | +213.860.714 $ | +13,6 % | 1 | 1.567.938.770 $ | +311.007.988 $ | +24,7 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 1.665.366.491 $ | +1.467.522.222 $ | +741,8 % | 1 | 1.476.753.375 $ | +1.473.577.600 $ | +46.400,6 % | 1 | 1.269.506.262 $ | +1.262.740.414 $ | +18.663,4 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Stark | 1.432.863.252 $ | +250.755.737 $ | +21,2 % | 1 | 1.182.107.515 $ | +62.410.504 $ | +5,6 % | 1 | 1.119.697.011 $ | +238.453.644 $ | +27,1 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Stark | 1.245.084.356 $ | -94.837.306 $ | -7,1 % | 1 | 1.339.921.662 $ | -5.815.376 $ | -0,4 % | 1 | 1.345.737.038 $ | +71.065.759 $ | +5,6 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 1.267.790.989 $ | +125.559.087 $ | +11,0 % | 1 | 1.142.231.902 $ | +310.477.810 $ | +37,3 % | 1 | 831.754.092 $ | +246.281.129 $ | +42,1 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 1.000.000.820 $ | +55.306.386 $ | +5,9 % | 1 | 944.694.434 $ | +69.783.176 $ | +8,0 % | 1 | 874.911.258 $ | +89.586.474 $ | +11,4 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 881.565.744 $ | +38.589.876 $ | +4,6 % | 1 | ||||||||||
| 18.142.320.036 $ | +4.227.771.295 $ | +941,5 % | 8 | 17.047.695.264 $ | +4.907.226.770 $ | +7.955,0 % | 8 | 15.987.607.087 $ | +4.211.803.983 $ | +2.789,3 % | 9 | ||||