| 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 | ||||
| 4.985.223.598 $ | +2.364.526.891 $ | +11.611,8 % | 10 | 3.231.955.525 $ | +1.207.762.863 $ | +33.505,2 % | 8 | 2.382.999.255 $ | +510.325.782 $ | +47,1 % | 7 | ||||
| iSHARES TRUST | → 0 | 1.105.260.009 $ | +448.147.418 $ | +68,2 % | 1 | 657.112.591 $ | +244.339.367 $ | +59,2 % | 1 | 412.773.224 $ | +53.212.811 $ | +14,8 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 696.497.103 $ | +690.497.009 $ | +11.508,1 % | 1 | 546.986.366 $ | +546.782.148 $ | +267.744,3 % | 1 | 425.613.624 $ | +309.358.098 $ | +266,1 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 543.782.011 $ | +87.486.488 $ | +19,2 % | 1 | 456.295.523 $ | +64.976.057 $ | +16,6 % | 1 | 391.319.466 $ | +56.165.753 $ | +16,8 % | 1 |
| ISHARES TR | → 0 | 515.364.674 $ | +514.868.300 $ | +103.725,9 % | 1 | 320.018.726 $ | +192.071.673 $ | +150,1 % | 1 | ||||||
| VANGUARD GROUP INC | → 0 | 447.988.002 $ | +98.238.515 $ | +28,1 % | 1 | 349.749.487 $ | +83.413.785 $ | +31,3 % | 1 | 266.335.702 $ | +13.636.277 $ | +5,4 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Stark | 405.867.276 $ | +43.687.697 $ | +12,1 % | 1 | 362.179.579 $ | +25.094.833 $ | +7,4 % | 1 | 337.084.746 $ | +46.889.306 $ | +16,2 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 332.816.175 $ | +125.509.306 $ | +60,5 % | 1 | ||||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 329.844.323 $ | +3.084.019 $ | +0,9 % | 1 | 326.760.304 $ | -1.499.855 $ | -0,5 % | 1 | 328.260.159 $ | +51.332.116 $ | +18,5 % | 1 |
| VANGUARD TAX-MANAGED FDS | → 0 | 318.462.959 $ | +276.520.022 $ | +659,3 % | 1 | ||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 289.341.066 $ | +76.488.117 $ | +35,9 % | 1 | 212.852.949 $ | +52.584.855 $ | +32,8 % | 1 | ||||
| LENNOX INTERNATIONAL INC | LII | → 0 | Schwach | 221.612.334 $ | -20.268.579 $ | -8,4 % | 1 | ||||||||
| 4.985.223.598 $ | +2.364.526.891 $ | +11.611,8 % | 10 | 3.231.955.525 $ | +1.207.762.863 $ | +33.505,2 % | 8 | 2.382.999.255 $ | +510.325.782 $ | +47,1 % | 7 | ||||