| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 5.878.530.106 $ | +2.090.066.301 $ | +12.045,5 % | 12 | 5.945.028.154 $ | +2.790.287.337 $ | +46.662,4 % | 13 | ||||
| ISHARES TR | → 0 | 1.202.657.057 $ | +1.201.679.747 $ | +122.957,9 % | 1 | 1.147.980.705 $ | +1.144.423.520 $ | +32.172,2 % | 1 | ||
| iSHARES TRUST | → 0 | 816.752.087 $ | +191.663.673 $ | +30,7 % | 1 | 625.088.414 $ | +92.745.564 $ | +17,4 % | 1 | ||
| VANGUARD WHITEHALL FDS | → 0 | 660.440.637 $ | +655.922.941 $ | +14.519,0 % | 1 | 619.140.766 $ | +619.030.142 $ | +559.580,3 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 582.777.271 $ | -40.136.477 $ | -6,4 % | 1 | 622.913.748 $ | +184.548.273 $ | +42,1 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 514.248.798 $ | +53.578.564 $ | +11,6 % | 1 | 460.670.234 $ | -17.911.197 $ | -3,7 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Stark | 458.263.269 $ | +9.606.619 $ | +2,1 % | 1 | 448.656.650 $ | +154.637.827 $ | +52,6 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 399.524.385 $ | -42.724.098 $ | -9,7 % | 1 | 442.248.483 $ | +193.746.571 $ | +78,0 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 307.729.208 $ | -87.012.140 $ | -22,0 % | 1 | 394.741.348 $ | -1.690.483 $ | -0,4 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Neutral | 251.221.064 $ | -45.180.096 $ | -15,2 % | 1 | 296.401.160 $ | +48.799.453 $ | +19,7 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 276.175.707 $ | -4.733.902 $ | -1,7 % | 1 | 280.909.609 $ | +21.282.957 $ | +8,2 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 215.256.882 $ | +212.262.001 $ | +7.087,5 % | 1 | 206.662.437 $ | +205.218.400 $ | +14.211,4 % | 1 | ||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 193.483.741 $ | -14.860.531 $ | -7,1 % | 1 | 208.344.272 $ | -10.263.194 $ | -4,7 % | 1 |
| ADVISOR MANAGED PORTFOLIOS | → 0 | 191.270.328 $ | +155.719.504 $ | +438,0 % | 1 | ||||||
| 5.878.530.106 $ | +2.090.066.301 $ | +12.045,5 % | 12 | 5.945.028.154 $ | +2.790.287.337 $ | +46.662,4 % | 13 | ||||