| 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 | ||||
| 182.751.246 $ | +104.132.955 $ | +1.785,5 % | 8 | 151.180.295 $ | +85.427.098 $ | +2.619,6 % | 7 | 128.455.277 $ | +78.391.378 $ | +1.994,4 % | 5 | 125.549.218 $ | +88.777.750 $ | +3.297,5 % | 5 | ||||
| VANGUARD TAX-MANAGED FDS | → 0 | 55.342.958 $ | +54.856.467 $ | +11.275,9 % | 1 | 49.767.621 $ | +49.325.458 $ | +11.155,5 % | 1 | 49.628.933 $ | +48.982.639 $ | +7.579,0 % | 1 | 47.603.100 $ | +47.111.014 $ | +9.573,7 % | 1 | ||
| ISHARES TR | → 0 | 38.742.901 $ | +37.454.513 $ | +2.907,1 % | 1 | 32.741.992 $ | +32.288.146 $ | +7.114,3 % | 1 | 30.236.004 $ | +29.020.948 $ | +2.388,4 % | 1 | 29.743.569 $ | +29.297.963 $ | +6.574,9 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 19.232.741 $ | +1.928.249 $ | +11,1 % | 1 | 17.304.492 $ | +263.611 $ | +1,5 % | 1 | 17.040.881 $ | +445.392 $ | +2,7 % | 1 | 16.595.489 $ | +1.249.171 $ | +8,1 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 18.248.199 $ | +2.391.654 $ | +15,1 % | 1 | 15.856.545 $ | +1.021.960 $ | +6,9 % | 1 | 14.834.585 $ | +1.171.903 $ | +8,6 % | 1 | 13.662.682 $ | +10.464.698 $ | +327,2 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 12.927.008 $ | +347.891 $ | +2,8 % | 1 | 12.579.117 $ | -4.135.757 $ | -24,7 % | 1 | 16.714.874 $ | -1.229.504 $ | -6,9 % | 1 | 17.944.378 $ | +654.904 $ | +3,8 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 14.340.051 $ | +2.077.464 $ | +16,9 % | 1 | 12.262.587 $ | +4.563.680 $ | +59,3 % | 1 | ||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 13.056.358 $ | +2.388.417 $ | +22,4 % | 1 | 10.667.941 $ | +2.100.000 $ | +24,5 % | 1 | ||||||||
| iSHARES TRUST | → 0 | 10.861.030 $ | +2.688.300 $ | +32,9 % | 1 | ||||||||||||||
| 182.751.246 $ | +104.132.955 $ | +1.785,5 % | 8 | 151.180.295 $ | +85.427.098 $ | +2.619,6 % | 7 | 128.455.277 $ | +78.391.378 $ | +1.994,4 % | 5 | 125.549.218 $ | +88.777.750 $ | +3.297,5 % | 5 | ||||