| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 1.373.417.230 $ | +581.896.951 $ | +128,1 % | 8 | 1.403.395.048 $ | +800.253.142 $ | +154.715,3 % | 8 | 1.338.408.574 $ | +660.930.446 $ | +1.628,3 % | 9 | ||||
| ISHARES TR | → 0 | 645.743.376 $ | +569.179.489 $ | +743,4 % | 1 | 678.157.252 $ | +678.102.033 $ | +1.228.023,0 % | 1 | 624.020.091 $ | +604.432.165 $ | +3.085,7 % | 1 | ||
| iSHARES TRUST | → 0 | 296.189.600 $ | +2.789.196 $ | +1,0 % | 1 | 293.400.404 $ | +19.732.590 $ | +7,2 % | 1 | 273.667.814 $ | -7.329.091 $ | -2,6 % | 1 | ||
| Tidal Trust I | → 0 | 218.978.340 $ | +1.714.512 $ | +0,8 % | 1 | 217.263.828 $ | -6.708.736 $ | -3,0 % | 1 | 223.972.564 $ | +16.773.097 $ | +8,1 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 76.563.887 $ | -23.912.225 $ | -23,8 % | 1 | 100.476.112 $ | +99.446.021 $ | +9.654,1 % | 1 | 92.743.961 $ | +91.936.668 $ | +11.388,3 % | 1 | ||
| Invesco Exchange-Traded Fund Trust II | → 0 | 45.575.915 $ | +34.433.761 $ | +309,0 % | 1 | ||||||||||
| VANGUARD GROUP INC | → 0 | 39.086.028 $ | +6.462.996 $ | +19,8 % | 1 | 32.623.032 $ | +1.936.802 $ | +6,3 % | 1 | 30.686.230 $ | +3.810.210 $ | +14,2 % | 1 | ||
| Ancora Advisors LLC | → 0 | 30.023.825 $ | -7.496.608 $ | -20,0 % | 1 | 37.520.433 $ | +2.234.767 $ | +6,3 % | 1 | 35.285.666 $ | +7.132.198 $ | +25,3 % | 1 | ||
| ISHARES GOLD TRUST | IAU | → 0 | 21.256.259 $ | -1.274.170 $ | -5,7 % | 1 | 22.530.429 $ | +3.238.678 $ | +16,8 % | 1 | 19.291.751 $ | +12.410.269 $ | +180,3 % | 1 | |
| BlackRock Finance, Inc. | → 0 | 21.423.558 $ | +2.270.987 $ | +11,9 % | 1 | 19.152.571 $ | +4.920.965 $ | +34,6 % | 1 | ||||||
| ISHARES US TECHNOLOGY (MKT) | → 0 | 19.587.926 $ | -73.156.035 $ | -78,9 % | 1 | ||||||||||
| 1.373.417.230 $ | +581.896.951 $ | +128,1 % | 8 | 1.403.395.048 $ | +800.253.142 $ | +154.715,3 % | 8 | 1.338.408.574 $ | +660.930.446 $ | +1.628,3 % | 9 | ||||