| 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 | ||||
| 181.693.226 $ | +88.295.323 $ | +2.251,1 % | 11 | 149.455.740 $ | +89.407.854 $ | +728,3 % | 7 | 116.733.249 $ | +59.106.748 $ | +292,1 % | 7 | ||||
| Vanguard Total Stock VIPERS | → 0 | 59.202.208 $ | +58.951.220 $ | +23.487,7 % | 1 | 59.943.456 $ | +58.603.775 $ | +4.374,5 % | 1 | 53.209.531 $ | +49.338.395 $ | +1.274,5 % | 1 | ||
| Morse Asset Management, Inc | → 0 | 49.851.868 $ | +2.734.116 $ | +5,8 % | 1 | 47.117.752 $ | +19.860.196 $ | +72,9 % | 1 | 27.257.556 $ | -18.175 $ | -0,1 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 23.838.339 $ | +2.475.820 $ | +11,6 % | 1 | 21.362.519 $ | +5.729.536 $ | +36,7 % | 1 | 15.632.983 $ | +1.776.864 $ | +12,8 % | 1 | ||
| iSHARES TRUST | → 0 | 12.466.899 $ | +2.736.815 $ | +28,1 % | 1 | 9.730.084 $ | +133.388 $ | +1,4 % | 1 | 9.596.696 $ | +743.664 $ | +8,4 % | 1 | ||
| Janus Detroit Street Trust | → 0 | 8.424.506 $ | +5.997.526 $ | +247,1 % | 1 | ||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 7.143.764 $ | +3.874.510 $ | +118,5 % | 1 | 3.269.254 $ | +702.105 $ | +27,3 % | 1 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 5.340.573 $ | +4.072.682 $ | +321,2 % | 1 | ||||||||
| ISHARES TR | → 0 | 5.060.241 $ | +3.367.344 $ | +198,9 % | 1 | 5.196.071 $ | +4.440.482 $ | +587,7 % | 1 | 5.225.377 $ | +4.282.468 $ | +454,2 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 4.130.996 $ | +1.294.392 $ | +45,6 % | 1 | 2.836.604 $ | -61.628 $ | -2,1 % | 1 | 2.898.232 $ | +70.658 $ | +2,5 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 3.307.706 $ | +650.237 $ | +24,5 % | 1 | ||||||||
| SPDR S&P 500 ETF TRUST | SPY | → 0 | 2.926.126 $ | +2.140.661 $ | +272,5 % | 1 | |||||||||
| Lineage, Inc. | LINE | → 0 | Neutral | 2.912.874 $ | +2.912.874 $ | 1 | |||||||||
| 181.693.226 $ | +88.295.323 $ | +2.251,1 % | 11 | 149.455.740 $ | +89.407.854 $ | +728,3 % | 7 | 116.733.249 $ | +59.106.748 $ | +292,1 % | 7 | ||||