| Aktie | Ticker | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 68.664.154 $ | +9.316.342 $ | +293,9 % | 66.959.642 $ | -27.030.863 $ | +771,2 % | 63.041.620 $ | +16.287.057 $ | +782,9 % | 59.995.863 $ | +2.295.150 $ | +797,6 % | ||
| VANGUARD TAX-MANAGED INTL FD | 32.664.112 $ | +29.339.744 $ | +882,6 % | 31.867.879 $ | +16.208.932 $ | +103,5 % | 30.091.883 $ | +15.425.992 $ | +105,2 % | 28.388.681 $ | +16.915.736 $ | +147,4 % | |
| VANGUARD CHARLOTTE FDS | 16.062.771 $ | +13.011.523 $ | +426,4 % | 15.658.947 $ | +15.442.984 $ | +7.150,8 % | 14.665.891 $ | +14.455.436 $ | +6.868,7 % | 13.971.474 $ | +13.756.920 $ | +6.411,9 % | |
| ISHARES TR | 12.473.793 $ | +9.530.681 $ | +323,8 % | 12.183.173 $ | -19.684.706 $ | -61,8 % | 11.136.709 $ | +8.088.092 $ | +265,3 % | 11.490.205 $ | -16.898.476 $ | -59,5 % | |
| J P MORGAN EXCHANGE TRADED F | 3.324.368 $ | -12.738.403 $ | -79,3 % | 2.910.291 $ | -27.181.592 $ | -90,3 % | 2.819.370 $ | -8.317.339 $ | -74,7 % | 2.121.059 $ | +1.919.651 $ | +953,1 % | |
| FLEXSHARES TR | 2.943.112 $ | +2.718.579 $ | +1.210,8 % | 3.051.248 $ | -9.131.925 $ | -75,0 % | 3.048.617 $ | -10.922.857 $ | -78,2 % | 2.920.742 $ | -8.569.463 $ | -74,6 % | |
| iSHARES TRUST | 417.005 $ | -20.256 $ | -4,6 % | 437.261 $ | +9.955 $ | +2,3 % | 427.306 $ | +30.900 $ | +7,8 % | 396.406 $ | -257.686 $ | -39,4 % | |
| NVIDIA CORP | NVDA | 340.952 $ | -85.947 $ | -20,1 % | 426.899 $ | -183 $ | -0,0 % | 427.082 $ | +135.748 $ | +46,6 % | 291.334 $ | +54.307 $ | +22,9 % |
| SPDR SER TR | 224.533 $ | +11.025 $ | +5,2 % | 215.963 $ | +7.982 $ | +3,8 % | 210.455 $ | -3.852 $ | -1,8 % | 214.554 $ | -1.906.505 $ | -89,9 % | |
| SCHWAB STRATEGIC TR | 213.508 $ | -32.450.604 $ | -99,3 % | 207.981 $ | -2.702.310 $ | -92,9 % | 214.307 $ | -2.605.063 $ | -92,4 % | 201.408 $ | -2.719.334 $ | -93,1 % | |
| 68.664.154 $ | +9.316.342 $ | +293,9 % | 66.959.642 $ | -27.030.863 $ | +771,2 % | 63.041.620 $ | +16.287.057 $ | +782,9 % | 59.995.863 $ | +2.295.150 $ | +797,6 % | ||