| 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 | ||||
| 1.461.484.968 $ | +206.100.870 $ | +5.735,6 % | 8 | 1.599.563.582 $ | +150.046.612 $ | +910,8 % | 9 | 1.483.084.076 $ | +415.638.450 $ | +3.409,5 % | 8 | ||||
| iSHARES TRUST | → 0 | 617.218.326 $ | -5.539.534 $ | -0,9 % | 1 | 622.757.860 $ | +22.234.645 $ | +3,7 % | 1 | 600.523.215 $ | +63.781.726 $ | +11,9 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 162.258.640 $ | -15.575.235 $ | -8,8 % | 1 | 177.833.875 $ | +11.512.464 $ | +6,9 % | 1 | 166.321.411 $ | +35.870.484 $ | +27,5 % | 1 |
| ISHARES TR | → 0 | 139.081.393 $ | +138.736.719 $ | +40.251,6 % | 1 | 159.835.305 $ | +157.909.444 $ | +8.199,4 % | 1 | 160.108.214 $ | +156.951.793 $ | +4.972,5 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 148.867.731 $ | +1.014.221 $ | +0,7 % | 1 | 147.853.510 $ | +1.227.647 $ | +0,8 % | 1 | 146.625.863 $ | +7.913.866 $ | +5,7 % | 1 | ||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 108.440.067 $ | -3.482.008 $ | -3,1 % | 1 | 111.922.075 $ | +4.638.196 $ | +4,3 % | 1 | 107.283.879 $ | -469.581 $ | -0,4 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 89.264.301 $ | -18.841.203 $ | -17,4 % | 1 | 108.105.504 $ | -3.014.143 $ | -2,7 % | 1 | 111.119.647 $ | -1.402.685 $ | -1,2 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 99.582.498 $ | +97.850.330 $ | +5.649,0 % | 1 | 102.269.609 $ | -57.565.696 $ | -36,0 % | 1 | 103.012.874 $ | +102.549.397 $ | +22.126,1 % | 1 | ||
| MAI Capital Management | → 0 | 96.772.012 $ | +11.937.580 $ | +14,1 % | 1 | 84.834.432 $ | -3.254.541 $ | -3,7 % | 1 | 88.088.973 $ | +50.443.450 $ | +134,0 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 84.151.412 $ | +16.358.596 $ | +24,1 % | 1 | ||||||||
| 1.461.484.968 $ | +206.100.870 $ | +5.735,6 % | 8 | 1.599.563.582 $ | +150.046.612 $ | +910,8 % | 9 | 1.483.084.076 $ | +415.638.450 $ | +3.409,5 % | 8 | ||||