| Aktie | Ticker | 2026/Q1 | 2025/Q4 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 33.198.891 $ | +1.456.693 $ | +12,7 % | 32.253.999 $ | +28.515.927 $ | -10,5 % | ||
| AFLAC INC | AFL | 11.698.943 $ | -59.716 $ | -0,5 % | 11.758.659 $ | +11.758.659 $ | |
| iSHARES TRUST | 3.356.148 $ | +424.384 $ | +14,5 % | 2.931.764 $ | +2.931.764 $ | ||
| VANGUARD GROUP INC | 2.866.268 $ | +111.779 $ | +4,1 % | 2.754.489 $ | +2.754.489 $ | ||
| BERKSHIRE HATHAWAY INC | BRK-B | 2.282.430 $ | +180.348 $ | +8,6 % | 2.102.082 $ | +2.102.082 $ | |
| EXXON MOBIL CORP | XOM | 1.508.507 $ | +439.776 $ | +41,1 % | 1.068.731 $ | +1.068.731 $ | |
| VANGUARD SPECIALIZED FUNDS | 1.202.703 $ | +405.491 $ | +50,9 % | 1.227.233 $ | +1.227.233 $ | ||
| VANGUARD TAX-MANAGED INTL FD | 894.832 $ | -307.871 $ | -25,6 % | 820.131 $ | -407.102 $ | -33,2 % | |
| SPDR SER TR | 797.212 $ | +567.112 $ | +246,5 % | 798.517 $ | +231.895 $ | +40,9 % | |
| PROCTER & GAMBLE Co | PG | 775.007 $ | +27.211 $ | +3,6 % | 747.796 $ | +747.796 $ | |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | 605.265 $ | -134.393 $ | -18,2 % | 739.658 $ | +739.658 $ | |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | 608.310 $ | +61.308 $ | +11,2 % | 547.002 $ | +547.002 $ | |
| ISHARES TR | 569.734 $ | -325.098 $ | -36,3 % | 566.622 $ | +241.053 $ | +74,0 % | |
| MICROSOFT CORP | MSFT | 479.662 $ | -86.198 $ | -15,2 % | 565.860 $ | +565.860 $ | |
| SOUTHERN CO | SO | 564.722 $ | +98.677 $ | +21,2 % | 466.045 $ | +466.045 $ | |
| COCA COLA CO | KO | 546.730 $ | +44.141 $ | +8,8 % | 502.589 $ | +502.589 $ | |
| INVESCO QQQ TRUST, SERIES 1 | QQQ | 512.625 $ | -32.379 $ | -5,9 % | 545.004 $ | +545.004 $ | |
| ADVANCED MICRO DEVICES INC | AMD | 406.860 $ | -21.460 $ | -5,0 % | 428.320 $ | +428.320 $ | |
| Duke Energy CORP | DUK | 416.287 $ | +67.502 $ | +19,4 % | 348.785 $ | +348.785 $ | |
| CHEVRON CORP | CVX | 388.022 $ | -11.892 $ | -3,0 % | 399.914 $ | +399.914 $ | |
| THERMO FISHER SCIENTIFIC INC. | TMO | 319.582 $ | -57.116 $ | -15,2 % | 376.698 $ | +376.698 $ | |
| DoubleLine Income Solutions Fund | DSL | 365.236 $ | -3.856 $ | -1,0 % | 369.092 $ | +369.092 $ | |
| Alphabet Inc. | GOOGL | 351.980 $ | +4.543 $ | +1,3 % | 347.437 $ | +347.437 $ | |
| VANGUARD WHITEHALL FDS | 337.538 $ | +131.813 $ | +64,1 % | 325.569 $ | -494.562 $ | -60,3 % | |
| Apple Inc. | AAPL | 329.477 $ | -3.608 $ | -1,1 % | 333.085 $ | +333.085 $ | |
| Meta Platforms, Inc. | META | 301.651 $ | +13.276 $ | +4,6 % | 288.375 $ | +288.375 $ | |
| CENTRAL SECURITIES CORP | CET | 246.674 $ | -5.216 $ | -2,1 % | 251.890 $ | +251.890 $ | |
| AMAZON COM INC | AMZN | 236.386 $ | +35.573 $ | +17,7 % | 200.813 $ | +200.813 $ | |
| AbbVie Inc. | ABBV | 236.114 $ | +236.114 $ | ||||
| SCHWAB STRATEGIC TR | 230.100 $ | -107.438 $ | -31,8 % | 205.725 $ | -592.792 $ | -74,2 % | |
| 33.198.891 $ | +1.456.693 $ | +12,7 % | 32.253.999 $ | +28.515.927 $ | -10,5 % | ||