| 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 | ||||
| 1.079.792.170 $ | +228.684.994 $ | +4.854,2 % | 8 | 860.294.710 $ | +290.567.770 $ | +7.523,8 % | 6 | 760.034.171 $ | +323.159.407 $ | +5.437,3 % | 5 | 766.505.394 $ | +270.950.044 $ | +2.959,2 % | 6 | ||||
| COZAD ASSET MANAGEMENT INC | → 0 | 257.173.266 $ | +18.481.738 $ | +7,7 % | 1 | 238.691.528 $ | +12.573.120 $ | +5,6 % | 1 | 226.118.408 $ | +7.001.506 $ | +3,2 % | 1 | 219.116.902 $ | +54.756.272 $ | +33,3 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 200.085.314 $ | +167.601.661 $ | +516,0 % | 1 | 187.677.376 $ | +156.590.681 $ | +503,7 % | 1 | 176.809.245 $ | +176.104.560 $ | +24.990,5 % | 1 | 158.350.515 $ | +52.140.747 $ | +49,1 % | 1 | ||
| iSHARES TRUST | → 0 | 165.107.797 $ | +18.097.058 $ | +12,3 % | 1 | 147.010.739 $ | +3.279.979 $ | +2,3 % | 1 | 143.730.760 $ | +26.248.085 $ | +22,3 % | 1 | 117.482.675 $ | +20.434.051 $ | +21,1 % | 1 | ||
| SCHWAB US LARGE CAP | → 0 | 126.731.308 $ | -73.354.006 $ | -36,7 % | 1 | 120.002.471 $ | +119.734.193 $ | +44.630,6 % | 1 | 112.476.135 $ | +107.508.139 $ | +2.164,0 % | 1 | 106.209.768 $ | +105.609.231 $ | +17.585,8 % | 1 | ||
| BlackRock Finance, Inc. | → 0 | 99.610.467 $ | +4.943.233 $ | +5,2 % | 1 | 94.667.234 $ | -6.232.389 $ | -6,2 % | 1 | 100.899.623 $ | +6.297.117 $ | +6,7 % | 1 | 94.602.506 $ | +15.602.058 $ | +19,7 % | 1 | ||
| Victory Portfolios II | → 0 | 81.427.424 $ | +9.182.062 $ | +12,7 % | 1 | 72.245.362 $ | +4.622.186 $ | +6,8 % | 1 | ||||||||||
| ISHARES TR | → 0 | 79.523.567 $ | +79.316.526 $ | +38.309,6 % | 1 | ||||||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 70.133.027 $ | +4.416.722 $ | +6,7 % | 1 | 70.743.028 $ | +22.407.685 $ | +46,4 % | 1 | ||||||||
| 1.079.792.170 $ | +228.684.994 $ | +4.854,2 % | 8 | 860.294.710 $ | +290.567.770 $ | +7.523,8 % | 6 | 760.034.171 $ | +323.159.407 $ | +5.437,3 % | 5 | 766.505.394 $ | +270.950.044 $ | +2.959,2 % | 6 | ||||