| 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 | ||||
| 18.808.823.340 $ | +4.310.090.537 $ | +16.745,0 % | 9 | 18.306.528.258 $ | +3.761.370.043 $ | +34,4 % | 8 | 17.124.247.447 $ | +6.513.072.615 $ | +18.565,5 % | 8 | ||||
| ISHARES TR | → 0 | 3.965.245.397 $ | +3.962.068.320 $ | +124.708,0 % | 1 | 3.816.240.749 $ | +2.530.219.713 $ | +196,7 % | 1 | 3.593.553.221 $ | +3.590.993.602 $ | +140.294,1 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 2.140.588.829 $ | -593.668.679 $ | -21,7 % | 1 | 2.734.257.508 $ | -151.769.770 $ | -5,3 % | 1 | 2.886.027.278 $ | +155.761.674 $ | +5,7 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 2.496.313.078 $ | -211.776.485 $ | -7,8 % | 1 | 2.708.089.563 $ | +601.706.985 $ | +28,6 % | 1 | 2.106.382.578 $ | +599.252.215 $ | +39,8 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 2.538.245.808 $ | -146.431.104 $ | -5,5 % | 1 | 2.684.676.912 $ | +204.039.135 $ | +8,2 % | 1 | 2.480.637.777 $ | +506.827.922 $ | +25,7 % | 1 |
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 1.967.150.200 $ | -151.820.542 $ | -7,2 % | 1 | 2.118.970.742 $ | +89.792.454 $ | +4,4 % | 1 | 2.029.178.288 $ | +215.054.751 $ | +11,9 % | 1 |
| iSHARES TRUST | → 0 | 1.530.186.637 $ | -37.782.298 $ | -2,4 % | 1 | 1.567.968.935 $ | +140.393.443 $ | +9,8 % | 1 | 1.427.575.492 $ | +106.837.435 $ | +8,1 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 1.471.855.507 $ | +151.344.422 $ | +11,5 % | 1 | 1.320.511.085 $ | +298.692.098 $ | +29,2 % | 1 | ||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 1.376.702.036 $ | +1.371.433.819 $ | +26.032,2 % | 1 | ||||||||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 1.322.535.848 $ | -33.276.916 $ | -2,5 % | 1 | 1.355.812.764 $ | +48.295.985 $ | +3,7 % | 1 | 1.307.516.779 $ | +60.676.984 $ | +4,9 % | 1 |
| ISHARES: RUSSELL 1000 GROWTH | → 0 | 1.293.376.034 $ | +1.277.668.032 $ | +8.133,9 % | 1 | ||||||||||
| 18.808.823.340 $ | +4.310.090.537 $ | +16.745,0 % | 9 | 18.306.528.258 $ | +3.761.370.043 $ | +34,4 % | 8 | 17.124.247.447 $ | +6.513.072.615 $ | +18.565,5 % | 8 | ||||