| 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 | ||||
| 415.024.268 $ | +97.971.076 $ | +917,3 % | 5 | 392.140.874 $ | +304.874.409 $ | +7.029.655,9 % | 5 | 214.040.784 $ | +127.006.087 $ | +8.966.618,7 % | 5 | 290.213.725 $ | +132.426.984 $ | +5.884.675,5 % | 10 | ||||
| VANGUARD GROUP INC | → 0 | 198.161.397 $ | +12.346.108 $ | +6,6 % | 1 | 185.815.289 $ | +180.637.357 $ | +3.488,6 % | 1 | ||||||||||
| VANGUARD WHITEHALL FDS | → 0 | 73.139.899 $ | +70.797.109 $ | +3.021,9 % | 1 | 68.812.955 $ | +13.639.626 $ | +24,7 % | 1 | 89.757.679 $ | +38.224.552 $ | +74,2 % | 1 | 88.022.231 $ | +88.022.081 $ | +58.681.387,3 % | 1 | ||
| ADVISORS MANAGEMENT GROUP INC /ADV | → 0 | 64.297.622 $ | +10.423.017 $ | +19,3 % | 1 | 53.874.605 $ | +28.655.748 $ | +113,6 % | 1 | 25.218.857 $ | +2.571.060 $ | +11,4 % | 1 | 22.647.797 $ | +4.339.572 $ | +23,7 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 47.962.935 $ | -25.176.964 $ | -34,4 % | 1 | 55.173.329 $ | +53.477.063 $ | +3.152,6 % | 1 | 51.533.127 $ | +51.533.012 $ | +44.811.314,8 % | 1 | 50.503.093 $ | +50.472.156 $ | +163.145,0 % | 1 | ||
| VANGUARD SPECIALIZED FUNDS | → 0 | 31.462.415 $ | +29.581.806 $ | +1.573,0 % | 1 | 28.464.696 $ | +28.464.615 $ | +35.141.500,0 % | 1 | 36.751.612 $ | +36.583.090 $ | +21.708,2 % | 1 | 39.311.112 $ | +37.636.371 $ | +2.247,3 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 22.084.552 $ | -17.226.560 $ | -43,8 % | 1 | ||||||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 16.945.881 $ | +3.187.181 $ | +23,2 % | 1 | ||||||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 14.645.554 $ | +675.297 $ | +4,8 % | 1 | ||||||||||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 10.779.509 $ | -1.905.627 $ | -15,0 % | 1 | 12.685.136 $ | +583.148 $ | +4,8 % | 1 | ||||||||
| ISHARES TR | → 0 | 12.108.355 $ | -38.394.738 $ | -76,0 % | 1 | ||||||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 11.260.014 $ | +3.132.476 $ | +38,5 % | 1 | ||||||||||||
| 415.024.268 $ | +97.971.076 $ | +917,3 % | 5 | 392.140.874 $ | +304.874.409 $ | +7.029.655,9 % | 5 | 214.040.784 $ | +127.006.087 $ | +8.966.618,7 % | 5 | 290.213.725 $ | +132.426.984 $ | +5.884.675,5 % | 10 | ||||