| 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 | ||||
| 521.378.258 $ | +131.372.403 $ | +159,6 % | 7 | 446.088.462 $ | +86.716.528 $ | +187,0 % | 6 | 426.306.178 $ | +145.719.894 $ | +1.286,5 % | 6 | 359.378.925 $ | +137.376.933 $ | +654,2 % | 6 | ||||
| iSHARES TRUST | → 0 | 228.091.095 $ | +20.214.373 $ | +9,7 % | 1 | 207.876.722 $ | +4.057.769 $ | +2,0 % | 1 | 203.818.953 $ | +15.550.895 $ | +8,3 % | 1 | 188.268.058 $ | +31.121.049 $ | +19,8 % | 1 | ||
| FIRST TRUST PORTFOLIOS LP | → 0 | 104.211.695 $ | +19.291.472 $ | +22,7 % | 1 | 84.920.223 $ | +16.450.248 $ | +24,0 % | 1 | 68.469.975 $ | +34.212.944 $ | +99,9 % | 1 | 34.257.031 $ | +14.942.651 $ | +77,4 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 76.526.546 $ | +69.368.896 $ | +969,2 % | 1 | 72.301.130 $ | +66.143.511 $ | +1.074,2 % | 1 | 69.598.501 $ | +63.574.240 $ | +1.055,3 % | 1 | 69.293.932 $ | +64.154.675 $ | +1.248,3 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 59.949.349 $ | +15.405.459 $ | +34,6 % | 1 | 44.543.890 $ | -3.013.158 $ | -6,3 % | 1 | 47.557.048 $ | +16.157.976 $ | +51,5 % | 1 | 31.399.072 $ | +6.419.830 $ | +25,7 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 19.527.247 $ | -644.811 $ | -3,2 % | 1 | 20.172.058 $ | -921.903 $ | -4,4 % | 1 | 21.093.961 $ | +694.975 $ | +3,4 % | 1 | 20.398.986 $ | +5.579.283 $ | +37,6 % | 1 |
| ISHARES TR | → 0 | 16.615.340 $ | +7.554.467 $ | +83,4 % | 1 | 15.767.740 $ | +15.528.864 $ | +6.500,8 % | 1 | 15.761.846 $ | +15.159.445 $ | +2.516,5 % | 1 | ||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 16.456.986 $ | +182.547 $ | +1,1 % | 1 | 16.274.439 $ | +4.000.061 $ | +32,6 % | 1 | ||||||||
| 521.378.258 $ | +131.372.403 $ | +159,6 % | 7 | 446.088.462 $ | +86.716.528 $ | +187,0 % | 6 | 426.306.178 $ | +145.719.894 $ | +1.286,5 % | 6 | 359.378.925 $ | +137.376.933 $ | +654,2 % | 6 | ||||