| 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 | ||||
| 1.670.047.801 $ | +118.984.629 $ | +10,3 % | 5 | 1.600.672.905 $ | +8.646.957 $ | -4,6 % | 6 | 1.636.975.775 $ | +74.744.748 $ | +5,6 % | 7 | 1.562.231.027 $ | +124.752.754 $ | +55,3 % | 7 | ||||
| iSHARES TRUST | → 0 | 982.879.433 $ | +73.167.093 $ | +8,0 % | 1 | 909.712.340 $ | +34.735.375 $ | +4,0 % | 1 | 874.976.965 $ | +39.635.941 $ | +4,7 % | 1 | 835.341.024 $ | +24.518.355 $ | +3,0 % | 1 | ||
| Dimensional ETF Trust | → 0 | 415.139.333 $ | +20.441.180 $ | +5,2 % | 1 | 394.698.153 $ | +13.608.941 $ | +3,6 % | 1 | 381.089.212 $ | +1.604.289 $ | +0,4 % | 1 | 379.484.923 $ | +20.271.916 $ | +5,6 % | 1 | ||
| AMGEN INC | AMGN | → 0 | Neutral | 126.021.002 $ | +3.587.810 $ | +2,9 % | 1 | 122.433.192 $ | +7.625.324 $ | +6,6 % | 1 | 114.807.868 $ | +15.864.965 $ | +16,0 % | 1 | 98.942.903 $ | +1.046.509 $ | +1,1 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 72.116.916 $ | +13.140.048 $ | +22,3 % | 1 | 58.976.868 $ | -32.146.251 $ | -35,3 % | 1 | 91.123.119 $ | +20.526.798 $ | +29,1 % | 1 | 70.596.321 $ | +17.360.207 $ | +32,6 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 73.891.117 $ | +8.648.498 $ | +13,3 % | 1 | 65.242.619 $ | -23.326.212 $ | -26,3 % | 1 | 88.568.831 $ | +5.049.062 $ | +6,0 % | 1 | 83.519.769 $ | +19.495.604 $ | +30,5 % | 1 |
| VANGUARD SCOTTSDALE FUNDS | → 0 | 49.609.733 $ | +8.149.780 $ | +19,7 % | 1 | 41.459.953 $ | -5.930.262 $ | -12,5 % | 1 | 47.390.215 $ | +35.494.895 $ | +298,4 % | 1 | ||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 44.949.827 $ | -2.006.045 $ | -4,3 % | 1 | 46.955.872 $ | +6.565.268 $ | +16,3 % | 1 | ||||||||
| 1.670.047.801 $ | +118.984.629 $ | +10,3 % | 5 | 1.600.672.905 $ | +8.646.957 $ | -4,6 % | 6 | 1.636.975.775 $ | +74.744.748 $ | +5,6 % | 7 | 1.562.231.027 $ | +124.752.754 $ | +55,3 % | 7 | ||||