| 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 | ||||
| 852.435.755 $ | +301.288.977 $ | +6.750,1 % | 7 | 1.046.417.424 $ | +357.678.100 $ | +15.785,0 % | 10 | 878.504.181 $ | +376.995.839 $ | +1.498,0 % | 8 | ||||
| iSHARES TRUST | → 0 | 220.349.189 $ | +5.120.115 $ | +2,4 % | 1 | 215.229.074 $ | +853.249 $ | +0,4 % | 1 | 214.375.825 $ | +29.354.708 $ | +15,9 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 121.006.764 $ | +120.471.122 $ | +22.491,0 % | 1 | 130.319.002 $ | +130.225.104 $ | +138.687,8 % | 1 | 140.711.460 $ | +132.217.797 $ | +1.556,7 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 120.461.797 $ | -7.245.275 $ | -5,7 % | 1 | 127.707.072 $ | +29.035.480 $ | +29,4 % | 1 | 98.671.592 $ | +24.144.657 $ | +32,4 % | 1 |
| ISHARES TR | → 0 | 127.553.988 $ | +119.434.528 $ | +1.471,0 % | 1 | 103.215.847 $ | +102.556.498 $ | +15.554,2 % | 1 | 98.289.982 $ | +97.235.308 $ | +9.219,5 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 117.842.779 $ | -5.700.421 $ | -4,6 % | 1 | 123.543.200 $ | +38.494.134 $ | +45,3 % | 1 | 85.049.066 $ | +29.109.143 $ | +52,0 % | 1 |
| Coinbase Global, Inc. | COIN | → 0 | Schwach | 60.925.631 $ | -37.522.749 $ | -38,1 % | 1 | 98.448.380 $ | -11.343.313 $ | -10,3 % | 1 | ||||
| VANGUARD TAX-MANAGED FDS | → 0 | 69.784.484 $ | +69.486.222 $ | +23.297,0 % | 1 | 75.871.253 $ | +73.785.770 $ | +3.538,1 % | 1 | 72.547.163 $ | +66.512.318 $ | +1.102,1 % | 1 | ||
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | → 0 | 75.436.754 $ | -277.314 $ | -0,4 % | 1 | 75.714.068 $ | +5.303.355 $ | +7,5 % | 1 | 70.410.713 $ | +9.765.221 $ | +16,1 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Stark | 66.973.834 $ | +8.541.832 $ | +14,6 % | 1 | ||||||||
| Robinhood Markets, Inc. | HOOD | → 0 | Neutral | 66.918.443 $ | +6.405.427 $ | +10,6 % | 1 | ||||||||
| 852.435.755 $ | +301.288.977 $ | +6.750,1 % | 7 | 1.046.417.424 $ | +357.678.100 $ | +15.785,0 % | 10 | 878.504.181 $ | +376.995.839 $ | +1.498,0 % | 8 | ||||