| 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 | ||||
| 731.172.424 $ | +196.644.519 $ | +4.135,1 % | 6 | 732.583.783 $ | +347.133.290 $ | +1.606.031,5 % | 6 | 1.939.327.152 $ | +1.596.247.143 $ | +1.526.122,9 % | 13 | ||||
| ISHARES TR | → 0 | 124.288.746 $ | +123.786.652 $ | +24.654,1 % | 1 | 159.314.820 $ | +159.294.986 $ | +803.141,0 % | 1 | 807.281.728 $ | +805.295.858 $ | +40.551,3 % | 1 | ||
| iSHARES TRUST | → 0 | 232.140.166 $ | +38.250.839 $ | +19,7 % | 1 | 193.889.327 $ | +193.884.487 $ | +4.005.877,8 % | 1 | ||||||
| COZAD ASSET MANAGEMENT INC | → 0 | 174.140.423 $ | +8.602.140 $ | +5,2 % | 1 | 165.538.283 $ | +77.701.416 $ | +88,5 % | 1 | 87.836.867 $ | -57.682.865 $ | -39,6 % | 1 | ||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 74.710.960 $ | +12.128.437 $ | +19,4 % | 1 | 62.582.523 $ | -87.164.521 $ | -58,2 % | 1 | 149.747.044 $ | +100.632.329 $ | +204,9 % | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 60.002.001 $ | -24.736.874 $ | -29,2 % | 1 | 84.738.875 $ | -63.101.655 $ | -42,7 % | 1 | 147.840.530 $ | +115.056.714 $ | +351,0 % | 1 |
| FIRST TR MORNINGSTAR DIVID L | → 0 | 127.628.924 $ | +127.628.263 $ | +19.308.360,5 % | 1 | ||||||||||
| SCHWAB STRATEGIC TR | → 0 | 66.519.955 $ | +66.518.577 $ | +4.827.182,7 % | 1 | 110.655.590 $ | +110.632.633 $ | +481.912,4 % | 1 | ||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 95.915.579 $ | +73.711.470 $ | +332,0 % | 1 | ||||||||
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | → 0 | 82.305.208 $ | +80.682.450 $ | +4.971,9 % | 1 | ||||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 78.706.171 $ | +60.752.093 $ | +338,4 % | 1 | ||||||||
| FIRST TRUST EXCHANGE-TRADED FUND VIII | → 0 | 65.890.128 $ | +38.613.325 $ | +141,6 % | 1 | 67.664.783 $ | +43.214.492 $ | +176,7 % | 1 | ||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 63.450.304 $ | +60.562.824 $ | +2.097,4 % | 1 | ||||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 62.458.974 $ | +40.678.202 $ | +186,8 % | 1 | ||||||||
| VANGUARD GROUP INC | → 0 | 57.835.450 $ | +35.082.680 $ | +154,2 % | 1 | ||||||||||
| 731.172.424 $ | +196.644.519 $ | +4.135,1 % | 6 | 732.583.783 $ | +347.133.290 $ | +1.606.031,5 % | 6 | 1.939.327.152 $ | +1.596.247.143 $ | +1.526.122,9 % | 13 | ||||