| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 234.066.398 $ | +54.857.475 $ | +37,8 % | 9 | 244.697.663 $ | +98.093.999 $ | +1.273,8 % | 9 | 213.970.635 $ | +52.644.737 $ | +2.902,1 % | 7 | ||||
| SCHWAB STRATEGIC TR | → 0 | 72.961.477 $ | +54.259.775 $ | +290,1 % | 1 | 77.798.247 $ | +77.027.903 $ | +9.999,2 % | 1 | 75.120.707 $ | +74.752.790 $ | +20.317,8 % | 1 | ||
| iSHARES TRUST | → 0 | 34.922.411 $ | -5.221.552 $ | -13,0 % | 1 | 40.143.963 $ | +4.200.955 $ | +11,7 % | 1 | 35.943.008 $ | -3.288.960 $ | -8,4 % | 1 | ||
| Ancora Advisors LLC | → 0 | 25.633.241 $ | +1.022.858 $ | +4,2 % | 1 | 24.610.383 $ | -11.430.252 $ | -31,7 % | 1 | 36.040.635 $ | -18.103.196 $ | -33,4 % | 1 | ||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 23.213.233 $ | -389.869 $ | -1,7 % | 1 | 23.603.102 $ | +1.151.958 $ | +5,1 % | 1 | 22.451.144 $ | -3.418.561 $ | -13,2 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 18.150.195 $ | -1.528.158 $ | -7,8 % | 1 | 19.678.353 $ | +759.919 $ | +4,0 % | 1 | 18.918.434 $ | -2.308.714 $ | -10,9 % | 1 | ||
| ISHARES INC | → 0 | 18.701.702 $ | +8.408.417 $ | +81,7 % | 1 | 16.685.480 $ | +15.533.338 $ | +1.348,2 % | 1 | 13.380.705 $ | +5.276.350 $ | +65,1 % | 1 | ||
| iShares, Inc. | → 0 | 16.587.387 $ | +158.359 $ | +1,0 % | 1 | 16.429.028 $ | +8.479.745 $ | +106,7 % | 1 | ||||||
| Fidelity Wise Origin Bitcoin Fund | FBTC | → 0 | 11.333.433 $ | -1.849.968 $ | -14,0 % | 1 | 13.183.401 $ | +1.920.729 $ | +17,1 % | 1 | |||||
| VANGUARD GROUP INC | → 0 | 12.563.319 $ | -2.387 $ | -0,0 % | 1 | 12.565.706 $ | +449.704 $ | +3,7 % | 1 | 12.116.002 $ | -264.972 $ | -2,1 % | 1 | ||
| 234.066.398 $ | +54.857.475 $ | +37,8 % | 9 | 244.697.663 $ | +98.093.999 $ | +1.273,8 % | 9 | 213.970.635 $ | +52.644.737 $ | +2.902,1 % | 7 | ||||