| 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 | ||||
| 299.291.095 $ | +19.971.897 $ | +7,5 % | 6 | 279.319.198 $ | +43.801.631 $ | -1,8 % | 6 | 274.664.410 $ | +17.437.818 $ | +8,1 % | 7 | 240.077.523 $ | +27.140.468 $ | +17,5 % | 6 | ||||
| VANGUARD GROUP INC | → 0 | 90.010.321 $ | +5.563.505 $ | +6,6 % | 1 | 84.446.816 $ | +2.687.684 $ | +3,3 % | 1 | 81.759.132 $ | +2.719.207 $ | +3,4 % | 1 | 79.039.925 $ | +4.428.770 $ | +5,9 % | 1 | ||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 57.363.037 $ | +2.975.455 $ | +5,5 % | 1 | 54.387.582 $ | -2.827.379 $ | -4,9 % | 1 | 57.214.961 $ | +80.481 $ | +0,1 % | 1 | 57.134.480 $ | +2.087.850 $ | +3,8 % | 1 |
| JMG Financial Group, Ltd. | → 0 | 49.024.212 $ | +1.881.114 $ | +4,0 % | 1 | 47.143.098 $ | +47.143.098 $ | 1 | |||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 48.333.653 $ | +10.454.909 $ | +27,6 % | 1 | 37.878.744 $ | -4.260.331 $ | -10,1 % | 1 | 42.139.075 $ | +8.849.715 $ | +26,6 % | 1 | 33.289.360 $ | +9.233.993 $ | +38,4 % | 1 |
| ISHARES GOLD TRUST | IAU | → 0 | 28.025.950 $ | -4.206.924 $ | -13,1 % | 1 | 32.232.874 $ | +2.879.178 $ | +9,8 % | 1 | 29.353.696 $ | +3.427.423 $ | +13,2 % | 1 | 25.926.273 $ | +4.643.429 $ | +21,8 % | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 26.533.922 $ | +3.303.838 $ | +14,2 % | 1 | 23.230.084 $ | -1.820.619 $ | -7,3 % | 1 | 25.050.703 $ | +164.116 $ | +0,7 % | 1 | 24.886.587 $ | +4.004.500 $ | +19,2 % | 1 |
| BROOKFIELD Corp /ON/ | BN | → 0 | 20.082.382 $ | +281.484 $ | +1,4 % | 1 | 19.800.898 $ | +2.741.926 $ | +16,1 % | 1 | |||||||||
| AMERICAN EXPRESS CO | AXP | → 0 | Stark | 19.064.461 $ | +1.915.392 $ | +11,2 % | 1 | ||||||||||||
| 299.291.095 $ | +19.971.897 $ | +7,5 % | 6 | 279.319.198 $ | +43.801.631 $ | -1,8 % | 6 | 274.664.410 $ | +17.437.818 $ | +8,1 % | 7 | 240.077.523 $ | +27.140.468 $ | +17,5 % | 6 | ||||