| 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 | ||||
| 363.635.817 $ | +104.686.472 $ | +1.137,3 % | 8 | 270.584.507 $ | +29.814.254 $ | +1.881,9 % | 6 | 266.098.439 $ | +27.450.445 $ | +1.050,8 % | 6 | 245.753.411 $ | +244.574.825 $ | +2.125,6 % | 5 | ||||
| CIBC Private Wealth Group LLC | → 0 | 84.231.422 $ | +9.536.187 $ | +12,8 % | 1 | 74.695.235 $ | +1.251.231 $ | +1,7 % | 1 | 73.444.004 $ | +3.092.374 $ | +4,4 % | 1 | 70.351.630 $ | +70.351.630 $ | 1 | |||
| SlateStone Wealth, LLC | → 0 | 77.173.306 $ | +17.638.539 $ | +29,6 % | 1 | 59.534.767 $ | -2.894.092 $ | -4,6 % | 1 | 62.428.859 $ | -4.332.597 $ | -6,5 % | 1 | 66.761.456 $ | +66.761.456 $ | 1 | |||
| ISHARES TR | → 0 | 69.728.518 $ | +68.584.131 $ | +5.993,1 % | 1 | 59.560.230 $ | +59.039.029 $ | +11.327,5 % | 1 | 57.964.954 $ | +57.065.802 $ | +6.346,6 % | 1 | 56.234.184 $ | +56.234.184 $ | 1 | |||
| COZAD ASSET MANAGEMENT INC | → 0 | 31.315.781 $ | +27.099.718 $ | +642,8 % | 1 | ||||||||||||||
| SCHWAB STRATEGIC TR | → 0 | 31.040.240 $ | -38.688.278 $ | -55,5 % | 1 | 27.837.676 $ | -31.722.554 $ | -53,3 % | 1 | 27.444.663 $ | -30.520.291 $ | -52,7 % | 1 | 26.230.616 $ | +25.052.030 $ | +2.125,6 % | 1 | ||
| Invesco Ltd. | IVZ | → 0 | Sehr stark | 30.351.500 $ | +2.558.194 $ | +9,2 % | 1 | 27.793.306 $ | +1.576.887 $ | +6,0 % | 1 | 26.216.419 $ | +40.894 $ | +0,2 % | 1 | 26.175.525 $ | +26.175.525 $ | 1 | |
| Fidelity Wise Origin Bitcoin Fund | FBTC | → 0 | 22.547.711 $ | +1.384.418 $ | +6,5 % | 1 | 21.163.293 $ | +2.563.753 $ | +13,8 % | 1 | 18.599.540 $ | +2.104.263 $ | +12,8 % | 1 | |||||
| VANGUARD STAR FDS | → 0 | 17.247.339 $ | +16.573.563 $ | +2.459,8 % | 1 | ||||||||||||||
| 363.635.817 $ | +104.686.472 $ | +1.137,3 % | 8 | 270.584.507 $ | +29.814.254 $ | +1.881,9 % | 6 | 266.098.439 $ | +27.450.445 $ | +1.050,8 % | 6 | 245.753.411 $ | +244.574.825 $ | +2.125,6 % | 5 | ||||