| 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 | ||||
| 241.017.091 $ | +201.540.988 $ | +34.117,8 % | 7 | 212.566.375 $ | +78.591.413 $ | +195.295,7 % | 6 | 212.310.131 $ | +76.488.489 $ | +188.753,7 % | 6 | 210.664.436 $ | +75.400.064 $ | +200.786,5 % | 6 | ||||
| SCHWAB STRATEGIC TR | → 0 | 115.991.374 $ | +89.220.658 $ | +333,3 % | 1 | 106.917.876 $ | +106.906.066 $ | +905.216,5 % | 1 | 106.488.496 $ | +106.478.618 $ | +1.077.937,0 % | 1 | 105.672.677 $ | +105.663.500 $ | +1.151.394,8 % | 1 | ||
| ISHARES TR | → 0 | 35.773.030 $ | +34.112.549 $ | +2.054,4 % | 1 | 31.082.941 $ | -75.834.935 $ | -70,9 % | 1 | 30.715.930 $ | +29.232.993 $ | +1.971,3 % | 1 | 30.117.199 $ | +28.626.827 $ | +1.920,8 % | 1 | ||
| DEUTSCHE X-TRACKERS MSCI EAFE | → 0 | 26.770.716 $ | +26.618.073 $ | +17.438,1 % | 1 | 24.425.342 $ | +24.315.583 $ | +22.153,6 % | 1 | 24.050.335 $ | -82.438.161 $ | -77,4 % | 1 | 23.282.830 $ | +23.237.695 $ | +51.484,9 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 26.625.932 $ | +26.612.779 $ | +202.332,4 % | 1 | 24.238.757 $ | +24.228.847 $ | +244.488,9 % | 1 | 24.129.763 $ | +24.084.065 $ | +52.702,7 % | 1 | 23.797.097 $ | -81.875.580 $ | -77,5 % | 1 | ||
| Ancora Advisors LLC | → 0 | 22.292.822 $ | +22.159.495 $ | +16.620,4 % | 1 | ||||||||||||||
| iShares, Inc. | → 0 | 18.740.209 $ | +314.602 $ | +1,7 % | 1 | 18.425.607 $ | +630.974 $ | +3,5 % | 1 | 17.794.633 $ | +518.872 $ | +3,0 % | 1 | ||||||
| Loar Holdings Inc. | LOAR | → 0 | Neutral | 9.511.980 $ | +2.350.730 $ | +32,8 % | 1 | 7.161.250 $ | -1.338.750 $ | -15,8 % | 1 | 8.500.000 $ | -1.500.000 $ | -15,0 % | 1 | 10.000.000 $ | -771.250 $ | -7,2 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 4.051.237 $ | +466.704 $ | +13,0 % | 1 | ||||||||||||
| 241.017.091 $ | +201.540.988 $ | +34.117,8 % | 7 | 212.566.375 $ | +78.591.413 $ | +195.295,7 % | 6 | 212.310.131 $ | +76.488.489 $ | +188.753,7 % | 6 | 210.664.436 $ | +75.400.064 $ | +200.786,5 % | 6 | ||||