| 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 | ||||
| 184.422.760 $ | +113.599.631 $ | +46.406,1 % | 5 | 176.480.867 $ | +110.799.084 $ | +32.751,3 % | 6 | 178.778.824 $ | +62.782.166 $ | +38.578,9 % | 7 | 187.497.205 $ | +96.953.475 $ | +57.723,9 % | 7 | ||||
| VANGUARD MUN BD FDS | → 0 | 54.245.989 $ | +54.222.563 $ | +231.463,2 % | 1 | 48.539.428 $ | +48.494.480 $ | +107.890,2 % | 1 | 45.173.167 $ | -373.582 $ | -0,8 % | 1 | 46.379.015 $ | +46.360.010 $ | +243.935,9 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 52.942.937 $ | +43.270.098 $ | +447,3 % | 1 | 47.547.505 $ | +37.499.285 $ | +373,2 % | 1 | 45.546.749 $ | +45.523.378 $ | +194.785,8 % | 1 | 43.003.175 $ | +42.941.027 $ | +69.094,8 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 40.980.599 $ | +6.468.538 $ | +18,7 % | 1 | 34.512.061 $ | +9.882.452 $ | +40,1 % | 1 | 24.629.609 $ | -12.385.764 $ | -33,5 % | 1 | 37.015.373 $ | -10.717.831 $ | -22,5 % | 1 | ||
| iSHARES TRUST | → 0 | 21.522.243 $ | +2.833.645 $ | +15,2 % | 1 | 18.688.598 $ | -1.902.888 $ | -9,2 % | 1 | 20.591.486 $ | +1.098.840 $ | +5,6 % | 1 | 19.492.646 $ | +590.543 $ | +3,1 % | 1 | ||
| ISHARES TR | → 0 | 14.730.992 $ | +6.804.787 $ | +85,9 % | 1 | 14.125.050 $ | +14.109.051 $ | +88.187,1 % | 1 | 15.151.633 $ | +15.128.881 $ | +66.494,7 % | 1 | 13.892.586 $ | +13.877.339 $ | +91.016,8 % | 1 | ||
| Tesla, Inc. | TSLA | → 0 | Neutral | 14.041.745 $ | +299.317 $ | +2,2 % | 1 | 13.742.428 $ | +3.822.991 $ | +38,5 % | 1 | ||||||||
| SCHWAB STRATEGIC TR | → 0 | 13.068.225 $ | +2.716.704 $ | +26,2 % | 1 | 13.644.435 $ | +13.491.096 $ | +8.798,2 % | 1 | 13.971.982 $ | +79.396 $ | +0,6 % | 1 | ||||||
| 184.422.760 $ | +113.599.631 $ | +46.406,1 % | 5 | 176.480.867 $ | +110.799.084 $ | +32.751,3 % | 6 | 178.778.824 $ | +62.782.166 $ | +38.578,9 % | 7 | 187.497.205 $ | +96.953.475 $ | +57.723,9 % | 7 | ||||