| 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 | ||||
| 1.314.996.983 $ | +429.091.511 $ | +543,1 % | 7 | 1.237.533.223 $ | +506.942.251 $ | +681,1 % | 7 | 974.911.027 $ | +389.620.614 $ | +3.473,7 % | 6 | 775.258.787 $ | +326.633.707 $ | +756,0 % | 5 | ||||
| VANGUARD GROUP INC | → 0 | 329.699.955 $ | +11.166.732 $ | +3,5 % | 1 | 318.533.223 $ | +41.489.976 $ | +15,0 % | 1 | 277.043.247 $ | +26.486.452 $ | +10,6 % | 1 | 250.556.795 $ | +58.536.657 $ | +30,5 % | 1 | ||
| iSHARES TRUST | → 0 | 270.507.823 $ | +15.518.780 $ | +6,1 % | 1 | 254.989.043 $ | +35.631.326 $ | +16,2 % | 1 | 219.357.717 $ | +25.399.222 $ | +13,1 % | 1 | 193.958.495 $ | +41.560.531 $ | +27,3 % | 1 | ||
| ISHARES TR | → 0 | 256.678.218 $ | +244.302.651 $ | +1.974,1 % | 1 | 249.302.909 $ | +242.658.141 $ | +3.651,9 % | 1 | 212.782.294 $ | +211.731.584 $ | +20.151,3 % | 1 | 155.913.302 $ | +151.643.784 $ | +3.551,8 % | 1 | ||
| VANGUARD SCOTTSDALE FUNDS | → 0 | 121.774.758 $ | +15.394.766 $ | +14,5 % | 1 | 106.379.992 $ | +18.233.109 $ | +20,7 % | 1 | 88.146.883 $ | +11.812.655 $ | +15,5 % | 1 | 76.334.228 $ | +17.221.546 $ | +29,1 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 121.579.811 $ | +115.090.771 $ | +1.773,6 % | 1 | 121.189.449 $ | +109.849.496 $ | +968,7 % | 1 | 108.400.470 $ | +93.087.192 $ | +607,9 % | 1 | 98.495.967 $ | +57.671.189 $ | +141,3 % | 1 | ||
| Ancora Advisors LLC | → 0 | 108.772.206 $ | +10.691.974 $ | +10,9 % | 1 | 98.080.232 $ | +39.202.244 $ | +66,6 % | 1 | ||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 105.984.212 $ | +16.925.837 $ | +19,0 % | 1 | 89.058.375 $ | +19.877.959 $ | +28,7 % | 1 | 69.180.416 $ | +21.103.509 $ | +43,9 % | 1 | ||||
| 1.314.996.983 $ | +429.091.511 $ | +543,1 % | 7 | 1.237.533.223 $ | +506.942.251 $ | +681,1 % | 7 | 974.911.027 $ | +389.620.614 $ | +3.473,7 % | 6 | 775.258.787 $ | +326.633.707 $ | +756,0 % | 5 | ||||