| 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 | ||||
| 867.838.037 $ | +51.913.939 $ | +4,8 % | 8 | 899.183.012 $ | +196.606.936 $ | +589,8 % | 9 | 759.521.355 $ | +202.513.375 $ | +872,2 % | 8 | ||||
| J.P. Morgan Exchange-Traded Fund Trust | → 0 | 213.076.329 $ | +50.593.362 $ | +31,1 % | 1 | 162.482.967 $ | +14.090.337 $ | +9,5 % | 1 | 148.392.630 $ | +13.068.856 $ | +9,7 % | 1 | ||
| BlackRock Fund Advisors | → 0 | 143.965.664 $ | +13.968.528 $ | +10,7 % | 1 | 129.997.136 $ | +13.440.560 $ | +11,5 % | 1 | 116.556.576 $ | +16.253.978 $ | +16,2 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Stark | 105.029.633 $ | -7.057.863 $ | -6,3 % | 1 | 112.087.496 $ | +6.221.394 $ | +5,9 % | 1 | 105.866.102 $ | +18.207.265 $ | +20,8 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 104.806.652 $ | +10.552.436 $ | +11,2 % | 1 | 94.254.216 $ | +9.455.181 $ | +11,2 % | 1 | 84.799.035 $ | +11.704.010 $ | +16,0 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 96.749.263 $ | -5.325.520 $ | -5,2 % | 1 | 102.074.783 $ | +11.799.080 $ | +13,1 % | 1 | 90.275.703 $ | +22.908.613 $ | +34,0 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 59.840.045 $ | -24.595.703 $ | -29,1 % | 1 | 84.435.748 $ | -1.551.494 $ | -1,8 % | 1 | 85.987.242 $ | +7.465.176 $ | +9,5 % | 1 |
| ISHARES TR | → 0 | 79.982.192 $ | +64.985.723 $ | +433,3 % | 1 | 70.062.640 $ | +69.009.226 $ | +6.551,0 % | 1 | ||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 73.387.694 $ | -2.198.931 $ | -2,9 % | 1 | 75.586.625 $ | +21.076.875 $ | +38,7 % | 1 | ||||
| New York Life Investments ETF Trust | → 0 | 70.982.757 $ | +15.977.630 $ | +29,0 % | 1 | ||||||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 58.281.849 $ | +57.089.280 $ | +4.787,1 % | 1 | 57.581.427 $ | +43.896.251 $ | +320,8 % | 1 | ||||||
| 867.838.037 $ | +51.913.939 $ | +4,8 % | 8 | 899.183.012 $ | +196.606.936 $ | +589,8 % | 9 | 759.521.355 $ | +202.513.375 $ | +872,2 % | 8 | ||||