| Aktie | Ticker | Breite | GCS | 2025/Q4 | 2025/Q3 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 1.360.628.892 $ | +387.882.097 $ | +1.137.428,6 % | 12 | 1.338.462.173 $ | +405.206.082 $ | +8.110,6 % | 13 | ||||
| VANGUARD GROUP INC | → 0 | 560.574.495 $ | +18.936.044 $ | +3,5 % | 1 | 541.638.451 $ | +15.396.744 $ | +2,9 % | 1 | ||
| iSHARES TRUST | → 0 | 204.811.089 $ | +7.809.470 $ | +4,0 % | 1 | 197.001.619 $ | +19.677.005 $ | +11,1 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 166.276.860 $ | +164.597.062 $ | +9.798,6 % | 1 | 175.183.580 $ | +174.974.529 $ | +83.699,4 % | 1 | ||
| SCHWAB INTERNATIONAL SMALL EQUITY CAP | → 0 | 79.864.593 $ | +79.860.742 $ | +2.073.766,3 % | 1 | 87.163.334 $ | +81.125.976 $ | +1.343,7 % | 1 | ||
| BlackRock Finance, Inc. | → 0 | 85.043.416 $ | +4.638.136 $ | +5,8 % | 1 | 80.405.280 $ | +4.811.851 $ | +6,4 % | 1 | ||
| ISHARES TR | → 0 | 57.471.779 $ | +56.665.194 $ | +7.025,3 % | 1 | 52.796.084 $ | +51.925.821 $ | +5.966,7 % | 1 | ||
| INNOVATOR ETFS TRUST | → 0 | 52.591.686 $ | +52.591.231 $ | +11.558.512,3 % | 1 | 35.527.271 $ | +35.280.767 $ | +14.312,5 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 51.875.618 $ | +780.265 $ | +1,5 % | 1 | 51.095.353 $ | +11.130.016 $ | +27,8 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Stark | 32.212.033 $ | -4.067.483 $ | -11,2 % | 1 | 36.279.516 $ | +388.137 $ | +1,1 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 29.786.274 $ | -354.735 $ | -1,2 % | 1 | 30.141.009 $ | +2.820.766 $ | +10,3 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 23.100.090 $ | +6.181.514 $ | +36,5 % | 1 | 16.918.576 $ | +4.193.511 $ | +33,0 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Neutral | 17.535.798 $ | +2.779.675 $ | +18,8 % | 1 | ||||
| CIBC Private Wealth Group LLC | → 0 | 17.020.959 $ | +244.657 $ | +1,5 % | 1 | 16.776.302 $ | +701.284 $ | +4,4 % | 1 | ||
| 1.360.628.892 $ | +387.882.097 $ | +1.137.428,6 % | 12 | 1.338.462.173 $ | +405.206.082 $ | +8.110,6 % | 13 | ||||