| 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 | ||||
| 644.098.870 $ | +127.893.514 $ | +422.017,6 % | 8 | 696.891.282 $ | +233.246.736 $ | +486.561,5 % | 9 | 556.961.061 $ | +175.252.314 $ | +370.379,0 % | 8 | ||||
| VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | → 0 | 149.770.592 $ | +149.766.156 $ | +3.376.153,2 % | 1 | 138.771.170 $ | +138.768.001 $ | +4.378.920,8 % | 1 | 132.151.154 $ | +132.146.694 $ | +2.962.930,4 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 147.844.863 $ | +9.246.526 $ | +6,7 % | 1 | 138.598.337 $ | +34.468.883 $ | +33,1 % | 1 | 104.129.454 $ | +4.891.997 $ | +4,9 % | 1 | ||
| BlackRock Finance, Inc. | → 0 | 77.131.496 $ | -34.493.751 $ | -30,9 % | 1 | 111.625.247 $ | +35.479.294 $ | +46,6 % | 1 | 76.145.953 $ | +1.167.679 $ | +1,6 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 59.104.924 $ | -4.451.241 $ | -7,0 % | 1 | 63.556.165 $ | +12.860.568 $ | +25,4 % | 1 | 50.695.597 $ | +13.557.226 $ | +36,5 % | 1 |
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 59.044.365 $ | -4.305.382 $ | -6,8 % | 1 | 63.349.747 $ | +430.613 $ | +0,7 % | 1 | 62.919.134 $ | +4.827.837 $ | +8,3 % | 1 |
| SPDR GOLD TRUST | GLD | → 0 | 58.501.807 $ | +5.290.444 $ | +9,9 % | 1 | 53.211.363 $ | +2.973.868 $ | +5,9 % | 1 | 50.237.495 $ | +8.741.606 $ | +21,1 % | 1 | |
| Walmart Inc. | WMT | → 0 | Neutral | 50.872.788 $ | +6.466.322 $ | +14,6 % | 1 | 44.406.466 $ | +3.286.058 $ | +8,0 % | 1 | 41.120.408 $ | +2.635.169 $ | +6,8 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 41.919.192 $ | +2.357.326 $ | +6,0 % | 1 | 39.561.866 $ | +7.284.106 $ | +22,6 % | 1 | ||||
| COZAD ASSET MANAGEMENT INC | → 0 | 41.828.035 $ | +374.440 $ | +0,9 % | 1 | 41.453.595 $ | +2.622.125 $ | +6,8 % | 1 | ||||||
| 644.098.870 $ | +127.893.514 $ | +422.017,6 % | 8 | 696.891.282 $ | +233.246.736 $ | +486.561,5 % | 9 | 556.961.061 $ | +175.252.314 $ | +370.379,0 % | 8 | ||||