| 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 | ||||
| 604.226.615 $ | +73.692.462 $ | +1.087,0 % | 9 | 601.662.583 $ | +210.442.496 $ | +1.040,7 % | 8 | 567.254.405 $ | +160.251.880 $ | +1.025,5 % | 8 | ||||
| VANGUARD GROUP INC | → 0 | 218.527.572 $ | -19.700.017 $ | -8,3 % | 1 | 238.227.589 $ | +7.798.476 $ | +3,4 % | 1 | 230.429.113 $ | +62.950.055 $ | +37,6 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 120.604.987 $ | +118.356.456 $ | +5.263,7 % | 1 | 120.414.870 $ | +118.119.294 $ | +5.145,5 % | 1 | 111.742.706 $ | +110.376.579 $ | +8.079,5 % | 1 | ||
| iSHARES TRUST | → 0 | 77.572.858 $ | +3.187.692 $ | +4,3 % | 1 | 74.385.166 $ | +3.969.644 $ | +5,6 % | 1 | 70.415.522 $ | +13.000.476 $ | +22,6 % | 1 | ||
| ISHARES TR | → 0 | 74.130.837 $ | +72.544.272 $ | +4.572,4 % | 1 | 75.153.643 $ | +72.826.624 $ | +3.129,6 % | 1 | 68.914.207 $ | -42.828.499 $ | -38,3 % | 1 | ||
| Ancora Advisors LLC | → 0 | 42.620.202 $ | +1.714.243 $ | +4,2 % | 1 | 40.905.959 $ | +2.428.569 $ | +6,3 % | 1 | 38.477.390 $ | +6.831.102 $ | +21,6 % | 1 | ||
| Fidelity Wise Origin Bitcoin Fund | FBTC | → 0 | 22.262.672 $ | +2.018.881 $ | +10,0 % | 1 | 20.243.791 $ | +1.367.259 $ | +7,2 % | 1 | 18.876.532 $ | +3.545.503 $ | +23,1 % | 1 | |
| LINDBLAD EXPEDITIONS HOLDINGS, INC. | LIND | → 0 | Neutral | 18.482.663 $ | +3.076.883 $ | +20,0 % | 1 | 15.405.780 $ | +1.730.746 $ | +12,7 % | 1 | 13.675.034 $ | +2.700.426 $ | +24,6 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 18.144.585 $ | +1.218.800 $ | +7,2 % | 1 | 16.925.785 $ | +2.201.884 $ | +15,0 % | 1 | 14.723.901 $ | +3.676.238 $ | +33,3 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 11.880.239 $ | -108.724.748 $ | -90,1 % | 1 | ||||||||||
| 604.226.615 $ | +73.692.462 $ | +1.087,0 % | 9 | 601.662.583 $ | +210.442.496 $ | +1.040,7 % | 8 | 567.254.405 $ | +160.251.880 $ | +1.025,5 % | 8 | ||||