| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 102.711.502 $ | +17.543.654 $ | +932,0 % | 13 | 100.286.825 $ | +74.505.435 $ | +221,0 % | 12 | ||||
| VANGUARD TAX-MANAGED FDS | → 0 | 24.075.172 $ | +23.868.831 $ | +11.567,7 % | 1 | 22.829.093 $ | +5.200.327 $ | +29,5 % | 1 | ||
| ISHARES TR | → 0 | 16.773.094 $ | +12.898.205 $ | +332,9 % | 1 | 17.628.766 $ | +17.628.766 $ | 1 | |||
| iSHARES TRUST | → 0 | 13.750.406 $ | +99.449 $ | +0,7 % | 1 | 13.650.957 $ | +13.650.957 $ | 1 | |||
| MICROSOFT CORP | MSFT | → 0 | Stark | 8.695.855 $ | -674.763 $ | -7,2 % | 1 | 9.370.618 $ | +9.370.618 $ | 1 | |
| VANGUARD GROUP INC | → 0 | 8.172.068 $ | +399.860 $ | +5,1 % | 1 | 7.772.208 $ | +7.772.208 $ | 1 | |||
| AMAZON COM INC | AMZN | → 0 | Neutral | 7.142.411 $ | -306.843 $ | -4,1 % | 1 | 7.449.254 $ | +7.449.254 $ | 1 | |
| VANGUARD MUN BD FDS | → 0 | 7.336.374 $ | -16.738.798 $ | -69,5 % | 1 | 7.226.070 $ | +6.299.516 $ | +679,9 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 5.279.498 $ | +794.788 $ | +17,7 % | 1 | 4.484.710 $ | +4.484.710 $ | 1 | |
| SCHWAB STRATEGIC TR | → 0 | 4.062.964 $ | +3.115.899 $ | +329,0 % | 1 | 3.874.889 $ | -3.351.181 $ | -46,4 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Stark | 2.314.617 $ | -47.722 $ | -2,0 % | 1 | 2.362.339 $ | +2.362.339 $ | 1 | |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 2.318.487 $ | +663.441 $ | +40,1 % | 1 | 1.655.046 $ | +1.655.046 $ | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 1.843.491 $ | -139.384 $ | -7,0 % | 1 | 1.982.875 $ | +1.982.875 $ | 1 | |
| VANGUARD STAR FDS | → 0 | 947.065 $ | -6.389.309 $ | -87,1 % | 1 | ||||||
| 102.711.502 $ | +17.543.654 $ | +932,0 % | 13 | 100.286.825 $ | +74.505.435 $ | +221,0 % | 12 | ||||