| 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 | ||||
| 1.417.745.744 $ | +159.492.019 $ | +4.881,0 % | 7 | 1.392.035.475 $ | +58.237.025 $ | +10.134,3 % | 7 | 1.488.103.716 $ | +116.846.233 $ | +10.483,8 % | 6 | 1.522.427.073 $ | +64.325.450 $ | +1.911,4 % | 5 | ||||
| STRYKER CORP | SYK | → 0 | Schwach | 949.982.257 $ | -42.179.906 $ | -4,3 % | 1 | 992.162.163 $ | -151.247.883 $ | -13,2 % | 1 | 1.143.410.046 $ | -59.349.121 $ | -4,9 % | 1 | 1.202.759.167 $ | -84.881.301 $ | -6,6 % | 1 |
| ISHARES TR | → 0 | 152.055.555 $ | +92.411.749 $ | +154,9 % | 1 | 133.984.186 $ | +133.748.707 $ | +56.798,6 % | 1 | 134.643.691 $ | +134.415.494 $ | +58.903,3 % | 1 | 137.077.389 $ | +92.567.855 $ | +208,0 % | 1 | ||
| iSHARES TRUST | → 0 | 89.946.564 $ | +14.534.736 $ | +19,3 % | 1 | 75.411.828 $ | +3.154.241 $ | +4,4 % | 1 | 72.257.587 $ | -26.141 $ | -0,0 % | 1 | 72.283.728 $ | +6.121.943 $ | +9,3 % | 1 | ||
| ADVISORS MANAGEMENT GROUP INC /ADV | → 0 | 74.606.098 $ | +8.645.113 $ | +13,1 % | 1 | 65.960.985 $ | +2.159.820 $ | +3,4 % | 1 | 63.801.165 $ | -1.996.090 $ | -3,0 % | 1 | 65.797.255 $ | +6.479.136 $ | +10,9 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 68.893.193 $ | +68.690.757 $ | +33.932,1 % | 1 | 59.643.806 $ | +59.223.579 $ | +14.093,2 % | 1 | 42.156.693 $ | +41.128.039 $ | +3.998,2 % | 1 | 44.509.534 $ | +44.037.817 $ | +9.335,6 % | 1 | ||
| BlackRock Finance, Inc. | → 0 | 48.453.544 $ | +13.737.634 $ | +39,6 % | 1 | 34.715.910 $ | +12.876.498 $ | +59,0 % | 1 | ||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 33.808.533 $ | +3.651.936 $ | +12,1 % | 1 | 30.156.597 $ | -1.677.937 $ | -5,3 % | 1 | 31.834.534 $ | +2.674.052 $ | +9,2 % | 1 | ||||
| 1.417.745.744 $ | +159.492.019 $ | +4.881,0 % | 7 | 1.392.035.475 $ | +58.237.025 $ | +10.134,3 % | 7 | 1.488.103.716 $ | +116.846.233 $ | +10.483,8 % | 6 | 1.522.427.073 $ | +64.325.450 $ | +1.911,4 % | 5 | ||||