| 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 | ||||
| 437.685.916 $ | +71.643.826 $ | +1.465,3 % | 7 | 459.692.569 $ | +146.774.311 $ | +1.476,8 % | 8 | 639.184.774 $ | +93.145.671 $ | +4.302,9 % | 10 | ||||
| iSHARES TRUST | → 0 | 194.605.824 $ | +33.754.235 $ | +21,0 % | 1 | 160.851.589 $ | +9.191.851 $ | +6,1 % | 1 | 151.659.738 $ | +15.922.486 $ | +11,7 % | 1 | ||
| RIO TINTO PLC | RIO | → 0 | Neutral | 161.617.743 $ | +15.396.506 $ | +10,5 % | 1 | ||||||||
| ISHARES TR | → 0 | 56.731.512 $ | +21.928.460 $ | +63,0 % | 1 | 80.078.650 $ | +63.373.292 $ | +379,4 % | 1 | 91.731.969 $ | +91.518.558 $ | +42.883,7 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 50.763.882 $ | -5.967.630 $ | -10,5 % | 1 | 45.655.593 $ | +45.241.481 $ | +10.924,9 % | 1 | 37.713.895 $ | +21.734.877 $ | +136,0 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 32.798.370 $ | -9.983.706 $ | -23,3 % | 1 | 42.782.076 $ | -4.580.291 $ | -9,7 % | 1 | 47.362.367 $ | +1.596.277 $ | +3,5 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 36.815.630 $ | -3.323.088 $ | -8,3 % | 1 | 40.138.718 $ | +1.157.045 $ | +3,0 % | 1 | 38.981.673 $ | +7.047.543 $ | +22,1 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 36.985.214 $ | +36.626.812 $ | +10.219,5 % | 1 | 34.803.052 $ | +28.969.755 $ | +496,6 % | 1 | 26.663.101 $ | -65.068.868 $ | -70,9 % | 1 | ||
| SONATA CAPITAL GROUP INC | → 0 | 31.492.575 $ | +320.584 $ | +1,0 % | 1 | ||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 28.985.484 $ | -1.391.257 $ | -4,6 % | 1 | 30.376.741 $ | +5.026.990 $ | +19,8 % | 1 | 25.349.751 $ | +7.167.307 $ | +39,4 % | 1 |
| PROCTER & GAMBLE Co | PG | → 0 | Schwach | 25.006.150 $ | -1.605.812 $ | -6,0 % | 1 | 26.611.962 $ | -2.489.599 $ | -8,6 % | 1 | ||||
| 437.685.916 $ | +71.643.826 $ | +1.465,3 % | 7 | 459.692.569 $ | +146.774.311 $ | +1.476,8 % | 8 | 639.184.774 $ | +93.145.671 $ | +4.302,9 % | 10 | ||||