| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 183.931.839 $ | +22.330.715 $ | +1.153,7 % | 7 | 175.669.215 $ | +67.439.314 $ | +15.631,3 % | 6 | 171.504.386 $ | +64.137.748 $ | +366,2 % | 6 | 167.174.470 $ | +74.577.271 $ | +21.180,9 % | 6 | ||||
| SCHWAB STRATEGIC TR | → 0 | 59.709.568 $ | +57.903.844 $ | +3.206,7 % | 1 | 63.128.048 $ | +63.060.793 $ | +93.763,7 % | 1 | 63.341.740 $ | +52.654.074 $ | +492,7 % | 1 | 60.088.031 $ | +60.040.173 $ | +125.454,8 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 45.985.129 $ | -461.970 $ | -1,0 % | 1 | 46.447.099 $ | +1.149.993 $ | +2,5 % | 1 | 45.297.106 $ | -4.368.902 $ | -8,8 % | 1 | 49.666.008 $ | +2.648.496 $ | +5,6 % | 1 | ||
| Fidelity Wise Origin Bitcoin Fund | FBTC | → 0 | 20.045.252 $ | +183.655 $ | +0,9 % | 1 | 19.861.597 $ | +196.632 $ | +1,0 % | 1 | 19.664.965 $ | +1.615.124 $ | +8,9 % | 1 | 18.049.841 $ | +2.041.221 $ | +12,8 % | 1 | |
| iSHARES TRUST | → 0 | 17.110.704 $ | -172.495 $ | -1,0 % | 1 | 17.283.199 $ | +1.422.385 $ | +9,0 % | 1 | 15.860.814 $ | +933.591 $ | +6,3 % | 1 | 14.927.223 $ | -1.974.779 $ | -11,7 % | 1 | ||
| Ancora Advisors LLC | → 0 | 16.659.066 $ | +412.969 $ | +2,5 % | 1 | 16.246.097 $ | +1.056.911 $ | +7,0 % | 1 | 15.189.186 $ | +1.834.211 $ | +13,7 % | 1 | 13.354.975 $ | +1.381.354 $ | +11,5 % | 1 | ||
| FIDELITY MERRIMACK STR TR | → 0 | 12.511.162 $ | +12.263.322 $ | +4.948,1 % | 1 | 12.703.175 $ | +552.600 $ | +4,5 % | 1 | 12.150.575 $ | +11.469.650 $ | +1.684,4 % | 1 | 11.088.392 $ | +10.440.806 $ | +1.612,3 % | 1 | ||
| VANGUARD WHITEHALL FDS HIGH DIV YLD | → 0 | 11.910.958 $ | -47.798.610 $ | -80,1 % | 1 | ||||||||||||||
| 183.931.839 $ | +22.330.715 $ | +1.153,7 % | 7 | 175.669.215 $ | +67.439.314 $ | +15.631,3 % | 6 | 171.504.386 $ | +64.137.748 $ | +366,2 % | 6 | 167.174.470 $ | +74.577.271 $ | +21.180,9 % | 6 | ||||