| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 299.936.932 $ | +29.062.121 $ | +1.036,8 % | 9 | 250.185.417 $ | +27.011.800 $ | +4.059,0 % | 7 | 299.936.932 $ | +283.146.712 $ | +49,1 % | 9 | ||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | → 0 | 54.536.031 $ | +1.141.900 $ | +2,1 % | 1 | 53.394.131 $ | -1.141.900 $ | -2,1 % | 1 | 54.536.031 $ | +54.536.031 $ | 1 | |||
| COZAD ASSET MANAGEMENT INC | → 0 | 54.353.126 $ | +3.923.761 $ | +7,8 % | 1 | 50.429.365 $ | -3.923.761 $ | -7,2 % | 1 | 54.353.126 $ | +54.353.126 $ | 1 | |||
| iSHARES TRUST | → 0 | 27.879.715 $ | -7.071.918 $ | -20,2 % | 1 | 34.951.633 $ | +7.071.918 $ | +25,4 % | 1 | 27.879.715 $ | +27.879.715 $ | 1 | |||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 30.127.702 $ | +1.739.733 $ | +6,1 % | 1 | 28.387.969 $ | -1.739.733 $ | -5,8 % | 1 | 30.127.702 $ | +30.127.702 $ | 1 | |
| Apple Inc. | AAPL | → 0 | Stark | 30.124.355 $ | +577.275 $ | +2,0 % | 1 | 29.547.080 $ | -577.275 $ | -1,9 % | 1 | 30.124.355 $ | +30.124.355 $ | 1 | |
| NVIDIA CORP | NVDA | → 0 | Stark | 26.063.002 $ | -1.854.078 $ | -6,6 % | 1 | 27.917.080 $ | +1.854.078 $ | +7,1 % | 1 | 26.063.002 $ | +26.063.002 $ | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Stark | 27.184.764 $ | +4.575.241 $ | +20,2 % | 1 | 27.184.764 $ | +27.184.764 $ | 1 | |||||
| SCHWAB STRATEGIC TR | → 0 | 25.032.945 $ | +24.767.034 $ | +9.314,0 % | 1 | 25.558.159 $ | +25.468.473 $ | +28.397,4 % | 1 | 25.032.945 $ | +8.242.725 $ | +49,1 % | 1 | ||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Stark | 24.635.292 $ | +1.263.173 $ | +5,4 % | 1 | 24.635.292 $ | +24.635.292 $ | 1 | |||||
| 299.936.932 $ | +29.062.121 $ | +1.036,8 % | 9 | 250.185.417 $ | +27.011.800 $ | +4.059,0 % | 7 | 299.936.932 $ | +283.146.712 $ | +49,1 % | 9 | ||||