| 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 | ||||
| 261.546.345 $ | -1.598.633 $ | +55,1 % | 7 | 291.277.012 $ | +7.623.386 $ | +0,6 % | 9 | 286.157.721 $ | +29.238.947 $ | +12,3 % | 9 | ||||
| VANGUARD GROUP INC | → 0 | 184.528.767 $ | -9.586.362 $ | -4,9 % | 1 | 194.115.129 $ | +8.530.776 $ | +4,6 % | 1 | 185.584.353 $ | +18.173.985 $ | +10,9 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 18.622.689 $ | -1.516.184 $ | -7,5 % | 1 | 20.138.873 $ | +914.092 $ | +4,8 % | 1 | 19.224.781 $ | +3.333.066 $ | +21,0 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 13.806.652 $ | +11.104.101 $ | +410,9 % | 1 | ||||||||||
| iSHARES TRUST | → 0 | 12.601.880 $ | -118.190 $ | -0,9 % | 1 | 12.720.070 $ | -748.174 $ | -5,6 % | 1 | 13.468.244 $ | +665.551 $ | +5,2 % | 1 | ||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 11.891.418 $ | -553.363 $ | -4,4 % | 1 | 12.444.781 $ | -180.936 $ | -1,4 % | 1 | 12.625.717 $ | +1.243.560 $ | +10,9 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 10.761.701 $ | -1.077.506 $ | -9,1 % | 1 | 11.839.207 $ | -355.848 $ | -2,9 % | 1 | 12.195.055 $ | +2.048.463 $ | +20,2 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 11.052.819 $ | -1.096.802 $ | -9,0 % | 1 | 12.149.621 $ | +482.835 $ | +4,1 % | 1 | ||||
| GBank Financial Holdings Inc. | GBFH | → 0 | Neutral | 10.007.581 $ | -1.588.693 $ | -13,7 % | 1 | 11.596.274 $ | +1.139.843 $ | +10,9 % | 1 | ||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 9.333.238 $ | +148.871 $ | +1,6 % | 1 | 10.021.431 $ | +361.214 $ | +3,7 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 9.693.801 $ | +2.176.465 $ | +29,0 % | 1 | ||||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 9.264.751 $ | -27.494 $ | -0,3 % | 1 | 9.292.245 $ | +1.790.430 $ | +23,9 % | 1 | ||||
| 261.546.345 $ | -1.598.633 $ | +55,1 % | 7 | 291.277.012 $ | +7.623.386 $ | +0,6 % | 9 | 286.157.721 $ | +29.238.947 $ | +12,3 % | 9 | ||||