| 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 | ||||
| 4.137.079.879 $ | +1.645.620.776 $ | +829.752,8 % | 9 | 3.100.823.640 $ | +1.027.917.165 $ | +108.377,9 % | 7 | 2.598.236.006 $ | +1.227.563.051 $ | +32.873,4 % | 6 | 1.371.618.871 $ | +658.844.914 $ | +1.675,6 % | 3 | ||||
| iSHARES TRUST | → 0 | 1.403.925.920 $ | +180.807.814 $ | +14,8 % | 1 | 1.223.118.106 $ | +137.020.637 $ | +12,6 % | 1 | 1.086.097.469 $ | +268.480.386 $ | +32,8 % | 1 | 817.617.083 $ | +222.875.782 $ | +37,5 % | 1 | ||
| ISHARES TR | → 0 | 553.953.500 $ | +553.646.980 $ | +180.623,4 % | 1 | 472.601.127 $ | +472.537.695 $ | +744.951,6 % | 1 | 447.406.953 $ | +443.882.457 $ | +12.594,2 % | 1 | 329.934.114 $ | +323.319.700 $ | +4.888,1 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 470.393.487 $ | +89.784.302 $ | +23,6 % | 1 | 380.609.185 $ | +62.134.139 $ | +19,5 % | 1 | 318.475.046 $ | +94.407.372 $ | +42,1 % | 1 | 224.067.674 $ | +112.649.432 $ | +101,1 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 399.700.443 $ | +399.694.957 $ | +7.285.726,5 % | 1 | 313.154.413 $ | +310.874.864 $ | +13.637,6 % | 1 | 263.694.052 $ | +263.551.186 $ | +184.474,4 % | 1 | ||||||
| Apple Inc. | AAPL | → 0 | Neutral | 311.062.348 $ | +48.656.282 $ | +18,5 % | 1 | 262.406.066 $ | +2.273.681 $ | +0,9 % | 1 | 260.132.385 $ | +84.449.343 $ | +48,1 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 269.056.233 $ | +43.964.459 $ | +19,5 % | 1 | 225.091.774 $ | +2.661.673 $ | +1,2 % | 1 | 222.430.101 $ | +72.792.307 $ | +48,6 % | 1 | ||||
| VANGUARD GROUP INC | → 0 | 260.524.146 $ | +36.681.177 $ | +16,4 % | 1 | 223.842.969 $ | +40.414.476 $ | +22,0 % | 1 | ||||||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 250.534.210 $ | +232.572.917 $ | +1.294,9 % | 1 | ||||||||||||||
| Ancora Advisors LLC | → 0 | 217.929.592 $ | +59.811.888 $ | +37,8 % | 1 | ||||||||||||||
| 4.137.079.879 $ | +1.645.620.776 $ | +829.752,8 % | 9 | 3.100.823.640 $ | +1.027.917.165 $ | +108.377,9 % | 7 | 2.598.236.006 $ | +1.227.563.051 $ | +32.873,4 % | 6 | 1.371.618.871 $ | +658.844.914 $ | +1.675,6 % | 3 | ||||