| Aktie | Ticker | Breite | GCS | 2026/Q1 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 748.490.992 $ | +303.898.797 $ | +5.194,0 % | 25 | ||||
| VANGUARD S&P | → 0 | 207.416.776 $ | +195.348.235 $ | +1.618,7 % | 1 | ||
| VANGUARD STAR FDS | → 0 | 183.462.309 $ | -23.954.467 $ | -11,5 % | 1 | ||
| ISHARES TR | → 0 | 66.763.438 $ | +45.092.139 $ | +208,1 % | 1 | ||
| iSHARES TRUST | → 0 | 50.294.830 $ | +50.294.830 $ | 1 | |||
| VANGUARD TAX-MANAGED FDS | → 0 | 22.925.517 $ | -160.536.792 $ | -87,5 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 21.932.278 $ | +21.932.278 $ | 1 | |
| VANGUARD WHITEHALL FDS | → 0 | 21.671.299 $ | +21.614.342 $ | +37.948,5 % | 1 | ||
| S&P Global Inc. | SPGI | → 0 | Schwach | 18.849.367 $ | +18.849.367 $ | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 16.311.867 $ | +16.311.867 $ | 1 | |
| VANGUARD GROUP INC | → 0 | 14.540.756 $ | +14.540.756 $ | 1 | |||
| VANGUARD DIVIDEND | → 0 | 13.397.808 $ | +12.701.969 $ | +1.825,4 % | 1 | ||
| VANGUARD MUN BD FDS | → 0 | 12.068.541 $ | +6.245.875 $ | +107,3 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 10.910.391 $ | +10.910.391 $ | 1 | |
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 9.567.336 $ | +9.567.336 $ | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Stark | 9.537.936 $ | +9.537.936 $ | 1 | |
| COZAD ASSET MANAGEMENT INC | → 0 | 9.420.499 $ | +9.420.499 $ | 1 | |||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 8.444.399 $ | +8.444.399 $ | 1 | |
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 8.413.648 $ | +8.413.648 $ | 1 | |||
| AMAZON COM INC | AMZN | → 0 | Neutral | 7.848.238 $ | +7.848.238 $ | 1 | |
| AbbVie Inc. | ABBV | → 0 | Neutral | 7.516.019 $ | +7.516.019 $ | 1 | |
| AGNICO EAGLE MINES LTD | AEM | → 0 | Neutral | 6.292.380 $ | +6.292.380 $ | 1 | |
| SCHWAB STRATEGIC TR | → 0 | 5.822.666 $ | -7.575.142 $ | -56,5 % | 1 | ||
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Stark | 5.575.026 $ | +5.575.026 $ | 1 | |
| JOHNSON & JOHNSON | JNJ | → 0 | Stark | 4.813.757 $ | +4.813.757 $ | 1 | |
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 4.693.911 $ | +4.693.911 $ | 1 | |
| 748.490.992 $ | +303.898.797 $ | +5.194,0 % | 25 | ||||