| 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 | ||||
| 259.564.246 $ | +110.549.195 $ | +2.848,7 % | 9 | 252.820.682 $ | +108.317.231 $ | +449,4 % | 9 | 210.600.508 $ | +16.491.318 $ | +2.640,3 % | 7 | ||||
| VANGUARD TAX-MANAGED FDS | → 0 | 89.607.160 $ | +89.113.688 $ | +18.058,5 % | 1 | 87.256.036 $ | +77.115.014 $ | +760,4 % | 1 | 80.118.141 $ | +79.689.201 $ | +18.578,2 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 39.734.393 $ | -1.207.117 $ | -2,9 % | 1 | 40.941.510 $ | -733.333 $ | -1,8 % | 1 | 41.674.843 $ | +3.149.274 $ | +8,2 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 33.309.273 $ | +32.797.169 $ | +6.404,4 % | 1 | 30.838.747 $ | +27.450.776 $ | +810,2 % | 1 | 31.156.264 $ | -48.961.877 $ | -61,1 % | 1 | ||
| WisdomTree, Inc. | WT | → 0 | Stark | 25.056.556 $ | +1.106.293 $ | +4,6 % | 1 | 23.950.263 $ | +1.195.409 $ | +5,3 % | 1 | 22.754.854 $ | +2.833.292 $ | +14,2 % | 1 |
| SVB WEALTH LLC | → 0 | 21.001.634 $ | -1.611.814 $ | -7,1 % | 1 | 22.613.448 $ | +21.749.325 $ | +2.516,9 % | 1 | ||||||
| ETFis Series Trust I | → 0 | 17.943.851 $ | +2.783.642 $ | +18,4 % | 1 | 15.160.209 $ | +750.588 $ | +5,2 % | 1 | 14.409.621 $ | +201.620 $ | +1,4 % | 1 | ||
| iSHARES TRUST | → 0 | 11.804.700 $ | +537.701 $ | +4,8 % | 1 | 11.266.999 $ | +1.570.801 $ | +16,2 % | 1 | ||||||
| ISHARES TR | → 0 | 10.933.788 $ | -22.375.485 $ | -67,2 % | 1 | 10.652.448 $ | -83.624 $ | -0,8 % | 1 | 10.736.072 $ | +985.359 $ | +10,1 % | 1 | ||
| VANGUARD STAR FDS | → 0 | 10.172.891 $ | +9.405.118 $ | +1.225,0 % | 1 | 10.141.022 $ | -20.697.725 $ | -67,1 % | 1 | 9.750.713 $ | -21.405.551 $ | -68,7 % | 1 | ||
| 259.564.246 $ | +110.549.195 $ | +2.848,7 % | 9 | 252.820.682 $ | +108.317.231 $ | +449,4 % | 9 | 210.600.508 $ | +16.491.318 $ | +2.640,3 % | 7 | ||||