| 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 | ||||
| 386.042.775 $ | +132.544.474 $ | +4.097,8 % | 7 | 520.626.023 $ | +263.754.163 $ | +5.595,5 % | 10 | 464.261.342 $ | +228.037.106 $ | +1.133,3 % | 8 | ||||
| iSHARES TRUST | → 0 | 95.226.611 $ | -1.550.134 $ | -1,6 % | 1 | 96.776.745 $ | +7.621.380 $ | +8,5 % | 1 | 89.155.365 $ | +136.908 $ | +0,2 % | 1 | ||
| VANGUARD SPECIALIZED FUNDS | → 0 | 76.149.176 $ | +72.617.356 $ | +2.056,1 % | 1 | 75.359.680 $ | +75.134.601 $ | +33.381,4 % | 1 | 94.757.698 $ | +84.345.968 $ | +810,1 % | 1 | ||
| ISHARES TR | → 0 | 60.631.395 $ | +60.227.714 $ | +14.919,6 % | 1 | 75.598.940 $ | +70.194.769 $ | +1.298,9 % | 1 | 63.342.181 $ | +57.548.885 $ | +993,4 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 49.479.297 $ | -12.308.473 $ | -19,9 % | 1 | 61.787.770 $ | +4.174.833 $ | +7,2 % | 1 | 57.612.937 $ | +11.212.681 $ | +24,2 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 30.870.810 $ | +30.610.689 $ | +11.767,9 % | 1 | 51.404.078 $ | +51.120.957 $ | +18.056,2 % | 1 | 59.739.775 $ | +58.918.634 $ | +7.175,2 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 39.593.373 $ | -7.331.297 $ | -15,6 % | 1 | 46.924.670 $ | +14.836.715 $ | +46,2 % | 1 | 32.087.955 $ | +9.887.080 $ | +44,5 % | 1 |
| Ancora Advisors LLC | → 0 | 34.092.113 $ | -9.721.381 $ | -22,2 % | 1 | 43.813.494 $ | +6.179.086 $ | +16,4 % | 1 | 37.634.408 $ | +3.763.351 $ | +11,1 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 32.054.623 $ | +2.123.600 $ | +7,1 % | 1 | 29.931.023 $ | +2.223.599 $ | +8,0 % | 1 | ||||
| ISHARES S&P | → 0 | 18.852.880 $ | +14.948.611 $ | +382,9 % | 1 | ||||||||||
| VANGUARD WHITEHALL FDS | → 0 | 18.053.143 $ | +17.419.611 $ | +2.749,6 % | 1 | ||||||||||
| 386.042.775 $ | +132.544.474 $ | +4.097,8 % | 7 | 520.626.023 $ | +263.754.163 $ | +5.595,5 % | 10 | 464.261.342 $ | +228.037.106 $ | +1.133,3 % | 8 | ||||