| 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 | ||||
| 3.156.777.469 $ | +614.663.876 $ | +5.733,2 % | 9 | 2.801.113.963 $ | +693.820.026 $ | +2.917,9 % | 8 | 2.609.323.854 $ | +730.932.152 $ | +10.329,9 % | 8 | ||||
| iSHARES TRUST | → 0 | 804.162.724 $ | +42.240.499 $ | +5,5 % | 1 | 761.922.225 $ | +11.694.825 $ | +1,6 % | 1 | 750.227.400 $ | +31.873.057 $ | +4,4 % | 1 | ||
| World Gold Trust | GLDM | → 0 | 692.639.724 $ | +63.054.220 $ | +10,0 % | 1 | 629.585.504 $ | +75.195.942 $ | +13,6 % | 1 | 554.389.562 $ | +93.770.019 $ | +20,4 % | 1 | |
| ISHARES TR | → 0 | 279.664.955 $ | +279.019.175 $ | +43.206,5 % | 1 | 296.055.306 $ | +293.271.283 $ | +10.534,1 % | 1 | 292.334.167 $ | +291.876.796 $ | +63.816,2 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 282.714.662 $ | +3.049.707 $ | +1,1 % | 1 | 244.970.994 $ | +243.065.218 $ | +12.754,1 % | 1 | 214.385.549 $ | +213.247.650 $ | +18.740,5 % | 1 | ||
| Tidal Trust I | → 0 | 278.885.180 $ | +14.923.113 $ | +5,7 % | 1 | 263.962.067 $ | +11.157.029 $ | +4,4 % | 1 | 252.805.038 $ | +26.744.625 $ | +11,8 % | 1 | ||
| KCM INVESTMENT ADVISORS LLC | → 0 | 271.950.252 $ | +58.947.756 $ | +27,7 % | 1 | 213.002.496 $ | +24.828.497 $ | +13,2 % | 1 | 188.173.999 $ | +25.167.894 $ | +15,4 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 210.786.665 $ | +26.259.487 $ | +14,2 % | 1 | 184.527.178 $ | +31.309.450 $ | +20,4 % | 1 | 153.217.728 $ | +12.356.983 $ | +8,8 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Stark | 191.288.311 $ | -15.799.882 $ | -7,6 % | 1 | 207.088.193 $ | +3.297.782 $ | +1,6 % | 1 | 203.790.411 $ | +35.895.128 $ | +21,4 % | 1 |
| VANGUARD TAX-MANAGED FDS | → 0 | 144.684.996 $ | +142.969.801 $ | +8.335,5 % | 1 | ||||||||||
| 3.156.777.469 $ | +614.663.876 $ | +5.733,2 % | 9 | 2.801.113.963 $ | +693.820.026 $ | +2.917,9 % | 8 | 2.609.323.854 $ | +730.932.152 $ | +10.329,9 % | 8 | ||||