| 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 | ||||
| 22.522.835.161 $ | +3.715.458.124 $ | +7.413,0 % | 10 | 19.622.883.276 $ | +5.819.571.799 $ | +99.193,6 % | 8 | 16.556.621.355 $ | +5.446.402.371 $ | +66.540,0 % | 7 | ||||
| iSHARES TRUST | → 0 | 5.962.692.789 $ | +338.750.039 $ | +6,0 % | 1 | 5.623.942.750 $ | +716.100.800 $ | +14,6 % | 1 | 4.907.841.950 $ | +344.109.322 $ | +7,5 % | 1 | ||
| ISHARES TR | → 0 | 2.603.165.359 $ | +2.379.900.520 $ | +1.066,0 % | 1 | 2.201.268.640 $ | +2.199.923.518 $ | +163.548,3 % | 1 | 1.991.410.336 $ | +1.990.900.442 $ | +390.453,8 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 2.399.674.105 $ | -80.076.861 $ | -3,2 % | 1 | 2.479.750.966 $ | +256.588.297 $ | +11,5 % | 1 | 2.223.162.669 $ | +415.143.753 $ | +23,0 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 2.283.086.839 $ | -65.993.741 $ | -2,8 % | 1 | 2.349.080.580 $ | +172.546.630 $ | +7,9 % | 1 | 2.176.533.950 $ | +460.172.499 $ | +26,8 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 1.993.704.451 $ | -157.978.395 $ | -7,3 % | 1 | 2.151.682.846 $ | +529.998.796 $ | +32,7 % | 1 | 1.621.684.050 $ | +438.515.017 $ | +37,1 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 1.522.244.550 $ | -317.128.060 $ | -17,2 % | 1 | 1.839.372.610 $ | -57.902.741 $ | -3,1 % | 1 | 1.897.275.351 $ | +61.156.470 $ | +3,3 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 1.699.003.094 $ | +1.696.681.613 $ | +73.086,2 % | 1 | 1.727.811.852 $ | +1.727.537.600 $ | +629.908,8 % | 1 | 1.738.713.049 $ | +1.736.404.868 $ | +75.228,3 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 1.424.630.066 $ | +174.657.034 $ | +14,0 % | 1 | 1.249.973.032 $ | +274.778.899 $ | +28,2 % | 1 | ||||||
| VANGUARD GROUP INC | → 0 | 1.325.063.453 $ | +136.078.614 $ | +11,4 % | 1 | ||||||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 1.309.570.455 $ | -389.432.639 $ | -22,9 % | 1 | ||||||||||
| 22.522.835.161 $ | +3.715.458.124 $ | +7.413,0 % | 10 | 19.622.883.276 $ | +5.819.571.799 $ | +99.193,6 % | 8 | 16.556.621.355 $ | +5.446.402.371 $ | +66.540,0 % | 7 | ||||