| 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 | ||||
| 236.579.065 $ | +68.699.943 $ | +2.365,1 % | 7 | 276.700.339 $ | +63.622.520 $ | +2.207,3 % | 9 | 269.975.111 $ | +77.971.901 $ | +2.260,4 % | 9 | ||||
| ISHARES TR | → 0 | 72.306.330 $ | +14.821.939 $ | +25,8 % | 1 | 72.313.077 $ | +71.950.478 $ | +19.843,0 % | 1 | 72.174.489 $ | +71.819.344 $ | +20.222,5 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 58.333.053 $ | +57.982.309 $ | +16.531,2 % | 1 | 57.484.391 $ | -14.828.686 $ | -20,5 % | 1 | 54.565.056 $ | -17.609.433 $ | -24,4 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Stark | 31.150.800 $ | -2.728.116 $ | -8,1 % | 1 | 33.878.916 $ | +407.766 $ | +1,2 % | 1 | 33.471.150 $ | +6.499.565 $ | +24,1 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Neutral | 19.497.892 $ | -2.882.684 $ | -12,9 % | 1 | 22.380.576 $ | +1.380.147 $ | +6,6 % | 1 | 21.000.429 $ | +5.047.421 $ | +31,6 % | 1 |
| iSHARES TRUST | → 0 | 21.014.314 $ | -186.851 $ | -0,9 % | 1 | 21.201.165 $ | +671.513 $ | +3,3 % | 1 | 20.529.652 $ | +2.881.478 $ | +16,3 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 18.889.843 $ | -1.746.234 $ | -8,5 % | 1 | 20.636.077 $ | +1.547.985 $ | +8,1 % | 1 | 19.088.092 $ | +4.488.603 $ | +30,7 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 16.532.069 $ | -914.562 $ | -5,2 % | 1 | 17.446.631 $ | +4.912.398 $ | +39,2 % | 1 | ||||
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 17.234.671 $ | -12.043 $ | -0,1 % | 1 | 17.246.714 $ | -1.684.185 $ | -8,9 % | 1 | ||||
| QUANTA SERVICES, INC. | PWR | → 0 | Neutral | 15.386.833 $ | +3.439.580 $ | +28,8 % | 1 | 14.452.898 $ | +1.616.710 $ | +12,6 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 15.039.397 $ | +3.419.922 $ | +29,4 % | 1 | ||||||||
| 236.579.065 $ | +68.699.943 $ | +2.365,1 % | 7 | 276.700.339 $ | +63.622.520 $ | +2.207,3 % | 9 | 269.975.111 $ | +77.971.901 $ | +2.260,4 % | 9 | ||||