| 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 | ||||
| 4.533.620.540 $ | +1.673.756.015 $ | +17.723,8 % | 9 | 4.511.521.942 $ | +1.791.691.546 $ | +4.208,7 % | 10 | 3.159.944.009 $ | +1.205.845.447 $ | +3.087,4 % | 6 | ||||
| iSHARES TRUST | → 0 | 1.445.958.941 $ | +73.091.430 $ | +5,3 % | 1 | 1.372.867.511 $ | +79.382.573 $ | +6,1 % | 1 | 1.293.484.938 $ | +78.020.798 $ | +6,4 % | 1 | ||
| ISHARES TR | → 0 | 722.276.702 $ | +720.965.332 $ | +54.978,0 % | 1 | 778.934.362 $ | +775.145.132 $ | +20.456,5 % | 1 | 630.326.749 $ | +605.830.231 $ | +2.473,1 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 562.288.751 $ | +561.746.809 $ | +103.654,4 % | 1 | 405.720.493 $ | +317.118.598 $ | +357,9 % | 1 | 389.028.532 $ | +386.609.746 $ | +15.983,6 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 494.321.978 $ | +77.674.069 $ | +18,6 % | 1 | 416.647.909 $ | +84.126.755 $ | +25,3 % | 1 | 332.521.154 $ | +48.285.467 $ | +17,0 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 324.784.448 $ | -1.720.973 $ | -0,5 % | 1 | 326.505.421 $ | +76.722.988 $ | +30,7 % | 1 | 249.782.433 $ | +65.024.213 $ | +35,2 % | 1 |
| CIBC Private Wealth Group LLC | → 0 | 255.846.701 $ | -20.931.810 $ | -7,6 % | 1 | 276.778.511 $ | +11.978.308 $ | +4,5 % | 1 | 264.800.203 $ | +22.074.992 $ | +9,1 % | 1 | ||
| VANGUARD SPECIALIZED FUNDS | → 0 | 269.732.953 $ | +241.526.284 $ | +856,3 % | 1 | 267.387.020 $ | +266.125.106 $ | +21.089,0 % | 1 | ||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 231.676.013 $ | +6.801.627 $ | +3,0 % | 1 | 224.874.386 $ | +49.157.206 $ | +28,0 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 229.675.523 $ | +53.572.711 $ | +30,4 % | 1 | ||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 226.734.053 $ | +14.603.247 $ | +6,9 % | 1 | 212.130.806 $ | +78.362.169 $ | +58,6 % | 1 | ||||
| 4.533.620.540 $ | +1.673.756.015 $ | +17.723,8 % | 9 | 4.511.521.942 $ | +1.791.691.546 $ | +4.208,7 % | 10 | 3.159.944.009 $ | +1.205.845.447 $ | +3.087,4 % | 6 | ||||