| 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 | ||||
| 55.576.718.686 $ | +18.450.176.253 $ | +296.917,4 % | 8 | 56.469.635.269 $ | +20.687.589.385 $ | +359.032,3 % | 9 | 51.656.489.250 $ | +19.725.952.536 $ | +3.700.111,7 % | 8 | ||||
| iSHARES TRUST | → 0 | 19.288.391.377 $ | +191.683.196 $ | +1,0 % | 1 | 19.096.708.181 $ | +627.831.767 $ | +3,4 % | 1 | 18.468.876.414 $ | +1.561.029.285 $ | +9,2 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 7.716.410.910 $ | +7.715.732.637 $ | +1.137.555,6 % | 1 | 7.757.214.167 $ | +7.756.297.234 $ | +845.895,7 % | 1 | 7.674.826.567 $ | +7.674.793.167 $ | +22.978.422,7 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 6.327.551.947 $ | +6.326.114.648 $ | +440.139,1 % | 1 | 6.183.251.320 $ | +6.182.936.035 $ | +1.961.062,5 % | 1 | 5.741.935.249 $ | +5.741.841.063 $ | +6.096.278,7 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 5.985.609.720 $ | +352.984.081 $ | +6,3 % | 1 | 5.632.625.639 $ | +191.481.112 $ | +3,5 % | 1 | 5.441.144.527 $ | +625.060.305 $ | +13,0 % | 1 | ||
| SEGALL BRYANT & HAMILL, LLC | → 0 | 5.767.441.697 $ | +348.619.263 $ | +6,4 % | 1 | 5.418.822.434 $ | +335.030.012 $ | +6,6 % | 1 | 5.083.792.422 $ | +526.006.562 $ | +11,5 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 4.501.065.055 $ | +600.057.548 $ | +15,4 % | 1 | 3.901.007.507 $ | +112.826.664 $ | +3,0 % | 1 | 3.788.180.843 $ | +228.416.195 $ | +6,4 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 3.078.370.726 $ | +3.472.653 $ | +0,1 % | 1 | 3.074.898.073 $ | +303.318.682 $ | +10,9 % | 1 | 2.771.579.391 $ | +683.162.585 $ | +32,7 % | 1 |
| ISHARES TR | → 0 | 2.911.877.254 $ | +2.911.512.227 $ | +797.615,6 % | 1 | 2.773.419.426 $ | +2.546.801.093 $ | +1.123,8 % | 1 | 2.686.153.837 $ | +2.685.643.374 $ | +526.119,1 % | 1 | ||
| SPDR SERIES TRUST | → 0 | 2.631.688.522 $ | +2.631.066.786 $ | +423.180,7 % | 1 | ||||||||||
| 55.576.718.686 $ | +18.450.176.253 $ | +296.917,4 % | 8 | 56.469.635.269 $ | +20.687.589.385 $ | +359.032,3 % | 9 | 51.656.489.250 $ | +19.725.952.536 $ | +3.700.111,7 % | 8 | ||||