| 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 | ||||
| 6.285.191.189 $ | +2.949.218.860 $ | +13.519,3 % | 8 | 6.238.692.997 $ | +2.542.476.843 $ | +58.488,9 % | 10 | 5.510.465.199 $ | +2.334.410.404 $ | +11.507.945,3 % | 7 | ||||
| iSHARES TRUST | → 0 | 2.082.597.800 $ | -75.299.375 $ | -3,5 % | 1 | 2.157.897.175 $ | +70.799.123 $ | +3,4 % | 1 | 2.087.098.052 $ | +153.687.290 $ | +7,9 % | 1 | ||
| ISHARES TR | → 0 | 1.034.176.935 $ | +1.033.171.178 $ | +102.725,7 % | 1 | 1.009.393.266 $ | +210.534.037 $ | +26,4 % | 1 | 971.022.005 $ | +971.020.756 $ | +77.743.855,6 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 933.177.863 $ | +444.688.914 $ | +91,0 % | 1 | 848.463.372 $ | +829.506.447 $ | +4.375,7 % | 1 | 751.241.639 $ | +751.214.885 $ | +2.807.860,1 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 879.451.796 $ | +821.935.755 $ | +1.429,1 % | 1 | 798.859.229 $ | +798.568.136 $ | +274.334,4 % | 1 | 796.800.124 $ | +777.018.376 $ | +3.928,0 % | 1 | ||
| VANGUARD STAR FDS | → 0 | 488.488.949 $ | +475.540.446 $ | +3.672,6 % | 1 | 443.835.233 $ | +443.690.206 $ | +305.936,3 % | 1 | 405.211.092 $ | -346.030.547 $ | -46,1 % | 1 | ||
| Aon plc | AON | → 0 | Stark | 317.639.641 $ | +221.092.931 $ | +229,0 % | 1 | ||||||||
| VANGUARD GROUP INC | → 0 | 283.245.820 $ | +16.185.539 $ | +6,1 % | 1 | 267.060.281 $ | +18.896.020 $ | +7,6 % | 1 | 248.164.261 $ | +18.676.545 $ | +8,1 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 266.412.385 $ | +11.903.472 $ | +4,7 % | 1 | 254.508.913 $ | +3.580.887 $ | +1,4 % | 1 | 250.928.026 $ | +8.823.099 $ | +3,6 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 161.124.349 $ | +93.672.547 $ | +138,9 % | 1 | ||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 160.550.723 $ | +47.842.790 $ | +42,4 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 137.000.456 $ | +25.386.650 $ | +22,7 % | 1 | ||||||||
| 6.285.191.189 $ | +2.949.218.860 $ | +13.519,3 % | 8 | 6.238.692.997 $ | +2.542.476.843 $ | +58.488,9 % | 10 | 5.510.465.199 $ | +2.334.410.404 $ | +11.507.945,3 % | 7 | ||||