| 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 | ||||
| 592.634.954 $ | +71.498.672 $ | +2.560,0 % | 9 | 587.871.128 $ | +122.162.730 $ | +2.452,6 % | 9 | 570.496.456 $ | +76.690.930 $ | +14,3 % | 7 | ||||
| SCHWAB STRATEGIC TR | → 0 | 78.235.739 $ | +77.897.478 $ | +23.028,8 % | 1 | 85.308.483 $ | +25.308.120 $ | +42,2 % | 1 | 134.263.531 $ | +52.251.969 $ | +63,7 % | 1 | ||
| WisdomTree, Inc. | WT | → 0 | Neutral | 118.951.426 $ | -6.245.353 $ | -5,0 % | 1 | 125.196.779 $ | +1.478.136 $ | +1,2 % | 1 | 123.718.643 $ | +7.320.849 $ | +6,3 % | 1 |
| ISHARES TR | → 0 | 58.009.825 $ | -20.225.914 $ | -25,9 % | 1 | 60.000.363 $ | +59.725.665 $ | +21.742,3 % | 1 | 82.011.562 $ | +3.750.130 $ | +4,8 % | 1 | ||
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | → 0 | 73.812.907 $ | +4.306.407 $ | +6,2 % | 1 | 69.506.500 $ | +3.217.292 $ | +4,9 % | 1 | 66.289.208 $ | +3.179.123 $ | +5,0 % | 1 | ||
| iSHARES TRUST | → 0 | 59.180.390 $ | -185.143 $ | -0,3 % | 1 | 59.365.533 $ | -3.435.854 $ | -5,5 % | 1 | 62.801.387 $ | +2.648.625 $ | +4,4 % | 1 | ||
| Pinnacle Wealth Management Advisory Group, LLC | → 0 | 55.463.138 $ | +4.039.802 $ | +7,9 % | 1 | 51.423.336 $ | +2.802.753 $ | +5,8 % | 1 | 48.620.583 $ | +3.730.786 $ | +8,3 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 53.673.616 $ | +761.864 $ | +1,4 % | 1 | 52.911.752 $ | +120.210 $ | +0,2 % | 1 | 52.791.542 $ | +3.809.448 $ | +7,8 % | 1 | ||
| MAI Capital Management | → 0 | 50.024.163 $ | +8.488.107 $ | +20,4 % | 1 | 41.536.056 $ | +30.502.295 $ | +276,4 % | 1 | ||||||
| FIRST TRUST PORTFOLIOS LP | → 0 | 45.283.750 $ | +2.661.424 $ | +6,2 % | 1 | 42.622.326 $ | +2.444.113 $ | +6,1 % | 1 | ||||||
| 592.634.954 $ | +71.498.672 $ | +2.560,0 % | 9 | 587.871.128 $ | +122.162.730 $ | +2.452,6 % | 9 | 570.496.456 $ | +76.690.930 $ | +14,3 % | 7 | ||||