| 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 | ||||
| 170.008.286 $ | +32.430.430 $ | +1.085,7 % | 7 | 149.744.075 $ | +16.873.262 $ | +23.088,5 % | 6 | 148.824.829 $ | +20.032.675 $ | +1.314,2 % | 6 | 141.433.681 $ | +27.892.370 $ | +39.121,1 % | 6 | ||||
| Dimensional ETF Trust | → 0 | 69.613.979 $ | +12.436.786 $ | +21,8 % | 1 | 57.177.193 $ | +235.441 $ | +0,4 % | 1 | 56.941.752 $ | +626.235 $ | +1,1 % | 1 | 56.315.517 $ | +3.767.309 $ | +7,2 % | 1 | ||
| Morse Asset Management, Inc | → 0 | 56.921.044 $ | -878.657 $ | -1,5 % | 1 | 57.799.701 $ | +2.979.216 $ | +5,4 % | 1 | 54.820.485 $ | +2.517.561 $ | +4,8 % | 1 | 52.302.924 $ | +10.457.153 $ | +25,0 % | 1 | ||
| SIMPLIFY EXCHANGE TRADED FUN | → 0 | 19.029.761 $ | +18.755.202 $ | +6.831,0 % | 1 | 11.847.915 $ | +11.737.917 $ | +10.671,0 % | 1 | 11.148.888 $ | +10.953.980 $ | +5.620,1 % | 1 | 10.537.185 $ | +10.532.680 $ | +233.799,8 % | 1 | ||
| Simplify Exchange Traded Funds | → 0 | 17.393.679 $ | -807.208 $ | -4,4 % | 1 | 18.200.887 $ | -463.900 $ | -2,5 % | 1 | 18.664.787 $ | +1.002.914 $ | +5,7 % | 1 | 17.661.873 $ | +310.147 $ | +1,8 % | 1 | ||
| Vanguard Total Stock VIPERS | → 0 | 2.689.581 $ | +2.362.472 $ | +722,2 % | 1 | 2.373.588 $ | +2.371.733 $ | +127.856,2 % | 1 | 4.916.981 $ | +4.707.130 $ | +2.243,1 % | 1 | 2.509.101 $ | +2.246.411 $ | +855,2 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 2.655.457 $ | +310.666 $ | +13,2 % | 1 | 2.344.791 $ | +12.855 $ | +0,6 % | 1 | 2.331.936 $ | +224.855 $ | +10,7 % | 1 | 2.107.081 $ | +578.670 $ | +37,9 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 1.704.785 $ | +251.169 $ | +17,3 % | 1 | ||||||||||||
| 170.008.286 $ | +32.430.430 $ | +1.085,7 % | 7 | 149.744.075 $ | +16.873.262 $ | +23.088,5 % | 6 | 148.824.829 $ | +20.032.675 $ | +1.314,2 % | 6 | 141.433.681 $ | +27.892.370 $ | +39.121,1 % | 6 | ||||