| 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 | ||||
| 9.688.763 $ | +3.160.793 $ | +54.312,7 % | 6 | 8.415.724 $ | +3.270.188 $ | +65.072,4 % | 5 | 10.441.188 $ | +3.585.810 $ | +1.033,8 % | 8 | 8.645.139 $ | +3.217.623 $ | +7.546,6 % | 6 | ||||
| SCHWAB STRATEGIC TR | → 0 | 2.509.416 $ | +2.508.646 $ | +325.798,2 % | 1 | 2.433.775 $ | +2.433.027 $ | +325.271,0 % | 1 | 2.869.879 $ | +2.835.143 $ | +8.162,0 % | 1 | 2.843.710 $ | +2.837.437 $ | +45.232,5 % | 1 | ||
| Dimensional ETF Trust | → 0 | 2.199.203 $ | +93.280 $ | +4,4 % | 1 | 2.105.923 $ | -42.580 $ | -2,0 % | 1 | 2.148.503 $ | +55.129 $ | +2,6 % | 1 | 2.093.374 $ | +16.041 $ | +0,8 % | 1 | ||
| iSHARES TRUST | → 0 | 2.196.056 $ | +103.085 $ | +4,9 % | 1 | 2.092.971 $ | +1.134.010 $ | +118,3 % | 1 | 958.961 $ | +13.618 $ | +1,4 % | 1 | 945.343 $ | +60.161 $ | +6,8 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 1.209.158 $ | +77.131 $ | +6,8 % | 1 | 1.132.027 $ | -155.343 $ | -12,1 % | 1 | 1.287.370 $ | +410.834 $ | +46,9 % | 1 | 876.536 $ | +187.871 $ | +27,3 % | 1 |
| Moloney Securities Asset Management, LLC | → 0 | 1.077.703 $ | -37.445 $ | -3,4 % | 1 | 1.115.148 $ | +85.570 $ | +8,3 % | 1 | ||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 901.381 $ | +250.353 $ | +38,5 % | 1 | 651.028 $ | -98.926 $ | -13,2 % | 1 | 749.954 $ | +235.707 $ | +45,8 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 766.126 $ | -4.902 $ | -0,6 % | 1 | 771.028 $ | +30.543 $ | +4,1 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 673.549 $ | +128.298 $ | +23,5 % | 1 | ||||||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 582.692 $ | +77.726 $ | +15,4 % | 1 | ||||||||||||
| 9.688.763 $ | +3.160.793 $ | +54.312,7 % | 6 | 8.415.724 $ | +3.270.188 $ | +65.072,4 % | 5 | 10.441.188 $ | +3.585.810 $ | +1.033,8 % | 8 | 8.645.139 $ | +3.217.623 $ | +7.546,6 % | 6 | ||||