| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 785.817.147 $ | +206.516.536 $ | +1.094,5 % | 7 | 626.062.141 $ | +242.576.329 $ | +352,1 % | 6 | 598.962.905 $ | +192.178.496 $ | +3.406,5 % | 6 | 665.044.138 $ | +312.468.992 $ | +11.800,4 % | 6 | ||||
| SCHWAB STRATEGIC TR | → 0 | 204.410.656 $ | +200.239.631 $ | +4.800,7 % | 1 | 170.770.622 $ | +158.569.868 $ | +1.299,7 % | 1 | 152.317.903 $ | +151.436.323 $ | +17.177,8 % | 1 | 160.666.500 $ | +160.201.426 $ | +34.446,4 % | 1 | ||
| iSHARES TRUST | → 0 | 91.138.021 $ | -9.794.035 $ | -9,7 % | 1 | 100.932.056 $ | -163.221 $ | -0,2 % | 1 | 101.095.277 $ | -20.710.705 $ | -17,0 % | 1 | 121.805.982 $ | +13.299.128 $ | +12,3 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 116.269.678 $ | +17.299.242 $ | +17,5 % | 1 | 98.970.436 $ | -2.533.013 $ | -2,5 % | 1 | 101.503.449 $ | -11.033.142 $ | -9,8 % | 1 | 112.536.591 $ | +21.527.153 $ | +23,7 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 102.535.101 $ | +12.462.694 $ | +13,8 % | 1 | 90.072.407 $ | +4.909.625 $ | +5,8 % | 1 | 85.162.782 $ | -11.278.408 $ | -11,7 % | 1 | 96.441.190 $ | +19.009.332 $ | +24,5 % | 1 | ||
| ISHARES TR | → 0 | 102.432.481 $ | +98.996.538 $ | +2.881,2 % | 1 | 88.008.532 $ | +78.284.751 $ | +805,1 % | 1 | 85.083.725 $ | +82.579.805 $ | +3.298,0 % | 1 | 95.462.535 $ | +95.200.211 $ | +36.291,1 % | 1 | ||
| Ancora Advisors LLC | → 0 | 93.723.628 $ | +16.415.540 $ | +21,2 % | 1 | 77.308.088 $ | +3.508.319 $ | +4,8 % | 1 | 73.799.769 $ | +1.184.623 $ | +1,6 % | 1 | ||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 78.131.340 $ | +3.231.742 $ | +4,3 % | 1 | ||||||||||||
| SPDR SERIES TRUST | → 0 | 75.307.582 $ | -129.103.074 $ | -63,2 % | 1 | ||||||||||||||
| 785.817.147 $ | +206.516.536 $ | +1.094,5 % | 7 | 626.062.141 $ | +242.576.329 $ | +352,1 % | 6 | 598.962.905 $ | +192.178.496 $ | +3.406,5 % | 6 | 665.044.138 $ | +312.468.992 $ | +11.800,4 % | 6 | ||||