| 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 | ||||
| 942.706.554 $ | +238.992.076 $ | +4.459,6 % | 6 | 859.031.457 $ | +122.763.637 $ | +2.629,1 % | 7 | 854.638.901 $ | +169.672.237 $ | +5.212,4 % | 7 | 726.951.227 $ | +320.438.522 $ | +2.659,0 % | 5 | ||||
| Cambridge Investment Research Advisors, Inc. | → 0 | 556.034.167 $ | +75.970.473 $ | +15,8 % | 1 | 480.063.694 $ | +5.865.386 $ | +1,2 % | 1 | 474.198.308 $ | +23.394.970 $ | +5,2 % | 1 | 450.803.338 $ | +198.312.945 $ | +78,5 % | 1 | ||
| CENTAURUS FINANCIAL, INC. | → 0 | 156.616.668 $ | +15.939.354 $ | +11,3 % | 1 | 140.677.314 $ | +14.936.968 $ | +11,9 % | 1 | 125.740.346 $ | +5.772.862 $ | +4,8 % | 1 | 119.967.484 $ | +20.436.429 $ | +20,5 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 76.703.291 $ | +76.281.643 $ | +18.091,3 % | 1 | 67.610.964 $ | +66.344.691 $ | +5.239,4 % | 1 | 64.777.481 $ | +64.429.067 $ | +18.492,1 % | 1 | 60.909.561 $ | +58.830.685 $ | +2.829,9 % | 1 | ||
| ISHARES TR | → 0 | 60.182.202 $ | +59.491.382 $ | +8.611,7 % | 1 | 52.929.496 $ | +52.531.061 $ | +13.184,3 % | 1 | 55.258.308 $ | +54.951.505 $ | +17.911,0 % | 1 | 38.641.421 $ | +38.271.894 $ | +10.357,0 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 52.752.136 $ | +6.628.064 $ | +14,4 % | 1 | 46.124.072 $ | -11.522.803 $ | -20,0 % | 1 | 57.646.875 $ | +1.017.452 $ | +1,8 % | 1 | 56.629.423 $ | +4.586.569 $ | +8,8 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 35.888.987 $ | -5.054.670 $ | -12,3 % | 1 | 40.943.657 $ | +9.371.312 $ | +29,7 % | 1 | ||||||||
| iSHARES TRUST | → 0 | 40.418.090 $ | +4.681.160 $ | +13,1 % | 1 | 35.736.930 $ | -336.996 $ | -0,9 % | 1 | 36.073.926 $ | +10.735.069 $ | +42,4 % | 1 | ||||||
| 942.706.554 $ | +238.992.076 $ | +4.459,6 % | 6 | 859.031.457 $ | +122.763.637 $ | +2.629,1 % | 7 | 854.638.901 $ | +169.672.237 $ | +5.212,4 % | 7 | 726.951.227 $ | +320.438.522 $ | +2.659,0 % | 5 | ||||