| 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 | ||||
| 156.469.556 $ | +51.887.761 $ | +365,6 % | 8 | 171.356.480 $ | +78.028.404 $ | +263,0 % | 7 | 116.552.963 $ | +97.234.720 $ | +2.618,2 % | 4 | 144.033.934 $ | -2.315.606 $ | +63,9 % | 6 | ||||
| SCHWAB STRATEGIC TR | → 0 | 36.325.196 $ | +32.076.865 $ | +755,0 % | 1 | 53.513.838 $ | +35.865.954 $ | +203,2 % | 1 | 61.861.340 $ | +58.502.420 $ | +1.741,7 % | 1 | 70.249.229 $ | +57.992.640 $ | +473,2 % | 1 | ||
| Ancora Advisors LLC | → 0 | 29.358.993 $ | +27.182.544 $ | +1.248,9 % | 1 | 14.639.362 $ | -517.291 $ | -3,4 % | 1 | ||||||||||
| VANGUARD GROUP INC | → 0 | 12.329.602 $ | -14.202.049 $ | -53,5 % | 1 | 26.531.651 $ | +7.776.334 $ | +41,5 % | 1 | 18.755.317 $ | +18.530.914 $ | +8.257,9 % | 1 | ||||||
| SMITH SHELLNUT WILSON LLC /ADV | → 0 | 24.973.062 $ | +24.973.062 $ | 1 | |||||||||||||||
| SPDR GOLD TRUST | GLD | → 0 | 14.569.084 $ | -7.600.333 $ | -34,3 % | 1 | 22.169.417 $ | +6.216.740 $ | +39,0 % | 1 | 15.952.677 $ | +3.914.340 $ | +32,5 % | 1 | 12.038.337 $ | +3.736.286 $ | +45,0 % | 1 | |
| SPDR SERIES TRUST | → 0 | 14.784.441 $ | +3.264.501 $ | +28,3 % | 1 | 21.190.779 $ | +1.207.150 $ | +6,0 % | 1 | 19.983.629 $ | +16.287.046 $ | +440,6 % | 1 | 12.256.589 $ | -7.471.268 $ | -37,9 % | 1 | ||
| ISHARES TR | → 0 | 18.239.786 $ | -52.009.443 $ | -74,0 % | 1 | ||||||||||||||
| T ROWE PRICE EXCHANGE-TRADED | → 0 | 17.647.884 $ | +16.503.767 $ | +1.442,5 % | 1 | ||||||||||||||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 16.978.340 $ | +7.664.680 $ | +82,3 % | 1 | ||||||||||||||
| Janus Detroit Street Trust | → 0 | 16.610.631 $ | -4.046.530 $ | -19,6 % | 1 | ||||||||||||||
| iSHARES TRUST | → 0 | 13.324.571 $ | +2.793.779 $ | +26,5 % | 1 | ||||||||||||||
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | → 0 | 12.609.238 $ | +10.998.427 $ | +682,8 % | 1 | ||||||||||||||
| CORGI | → 0 | 11.519.940 $ | -24.805.256 $ | -68,3 % | 1 | ||||||||||||||
| 156.469.556 $ | +51.887.761 $ | +365,6 % | 8 | 171.356.480 $ | +78.028.404 $ | +263,0 % | 7 | 116.552.963 $ | +97.234.720 $ | +2.618,2 % | 4 | 144.033.934 $ | -2.315.606 $ | +63,9 % | 6 | ||||