| 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 | ||||
| 3.464.871.262 $ | +1.245.968.024 $ | +1.981,2 % | 8 | 2.422.919.357 $ | -382.763.896 $ | +6.715,6 % | 8 | 3.115.365.343 $ | +713.939.620 $ | +7.939,5 % | 9 | ||||
| iSHARES TRUST | → 0 | 1.271.237.170 $ | +117.987.731 $ | +10,2 % | 1 | 1.153.249.439 $ | -34.650.717 $ | -2,9 % | 1 | 1.187.900.156 $ | +271.147.125 $ | +29,6 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 737.577.020 $ | +555.548.859 $ | +305,2 % | 1 | 182.028.161 $ | -421.090.844 $ | -69,8 % | 1 | 603.119.005 $ | +80.547.108 $ | +15,4 % | 1 | ||
| BBR PARTNERS, LLC | → 0 | 510.688.634 $ | +53.300.271 $ | +11,7 % | 1 | 457.388.363 $ | +109.043.531 $ | +31,3 % | 1 | 348.344.832 $ | -11.009.128 $ | -3,1 % | 1 | ||
| Dimensional ETF Trust | → 0 | 463.577.570 $ | +284.649.724 $ | +159,1 % | 1 | 178.927.846 $ | -218.338.676 $ | -55,0 % | 1 | 397.266.522 $ | +53.716.003 $ | +15,6 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 142.386.558 $ | +5.791.407 $ | +4,2 % | 1 | 136.595.151 $ | +7.957.831 $ | +6,2 % | 1 | 128.637.320 $ | +41.659.944 $ | +47,9 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 127.843.062 $ | +30.376.326 $ | +31,2 % | 1 | 97.466.736 $ | -22.269.004 $ | -18,6 % | 1 | 119.735.740 $ | +27.841.739 $ | +30,3 % | 1 | ||
| ISHARES TR | → 0 | 119.366.701 $ | +118.559.440 $ | +14.686,6 % | 1 | 117.578.228 $ | +117.358.647 $ | +53.446,6 % | 1 | 107.979.522 $ | +107.429.815 $ | +19.543,1 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 117.344.960 $ | +37.772.388 $ | +47,5 % | 1 | ||||||||
| SCHWAB STRATEGIC TR | → 0 | 92.194.547 $ | +79.754.266 $ | +641,1 % | 1 | 99.685.433 $ | +79.225.336 $ | +387,2 % | 1 | 105.037.286 $ | +104.834.626 $ | +51.729,3 % | 1 | ||
| 3.464.871.262 $ | +1.245.968.024 $ | +1.981,2 % | 8 | 2.422.919.357 $ | -382.763.896 $ | +6.715,6 % | 8 | 3.115.365.343 $ | +713.939.620 $ | +7.939,5 % | 9 | ||||