| 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 | ||||
| 302.075.576 $ | +112.669.130 $ | +392,4 % | 8 | 271.609.359 $ | +43.399.084 $ | +51,7 % | 8 | 205.697.498 $ | +42.507.818 $ | +51,1 % | 4 | 212.826.116 $ | +78.337.133 $ | +520,7 % | 5 | ||||
| iSHARES TRUST | → 0 | 82.744.673 $ | +6.496.743 $ | +8,5 % | 1 | 76.247.930 $ | -5.407.257 $ | -6,6 % | 1 | 81.655.187 $ | +2.515.014 $ | +3,2 % | 1 | 79.140.173 $ | -446.265 $ | -0,6 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 51.052.182 $ | +38.171.150 $ | +296,3 % | 1 | 46.959.449 $ | +10.306.937 $ | +28,1 % | 1 | 49.993.512 $ | +10.694.428 $ | +27,2 % | 1 | 47.781.225 $ | +43.461.556 $ | +1.006,1 % | 1 | ||
| ISHARES TR | → 0 | 42.277.201 $ | +40.672.527 $ | +2.534,6 % | 1 | 36.652.512 $ | +17.602.275 $ | +92,4 % | 1 | 39.299.084 $ | +23.923.997 $ | +155,6 % | 1 | 35.631.180 $ | +33.521.830 $ | +1.589,2 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 38.040.757 $ | +3.042.735 $ | +8,7 % | 1 | 34.998.022 $ | +248.307 $ | +0,7 % | 1 | 34.749.715 $ | +5.374.379 $ | +18,3 % | 1 | 29.375.336 $ | +411.382 $ | +1,4 % | 1 | ||
| MAI Capital Management | → 0 | 24.917.389 $ | +4.865.274 $ | +24,3 % | 1 | 20.052.115 $ | +3.447.442 $ | +20,8 % | 1 | ||||||||||
| Ancora Advisors LLC | → 0 | 23.222.297 $ | +4.146.062 $ | +21,7 % | 1 | 19.076.235 $ | +795.084 $ | +4,3 % | 1 | 20.898.202 $ | +1.388.630 $ | +7,1 % | 1 | ||||||
| VANGUARD WHITEHALL FDS | → 0 | 20.298.215 $ | +14.324.636 $ | +239,8 % | 1 | 19.050.237 $ | +13.706.328 $ | +256,5 % | 1 | ||||||||||
| ENBRIDGE INC | ENB | → 0 | Stark | 19.522.862 $ | +950.003 $ | +5,1 % | 1 | 18.572.859 $ | +2.699.968 $ | +17,0 % | 1 | ||||||||
| 302.075.576 $ | +112.669.130 $ | +392,4 % | 8 | 271.609.359 $ | +43.399.084 $ | +51,7 % | 8 | 205.697.498 $ | +42.507.818 $ | +51,1 % | 4 | 212.826.116 $ | +78.337.133 $ | +520,7 % | 5 | ||||