| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 54.942.223 $ | -11.293.332 $ | +166,0 % | 13 | 55.109.472 $ | +52.807.705 $ | +1.214,6 % | 12 | ||||
| SCHWAB STRATEGIC TR | → 0 | 23.686.103 $ | +10.630.289 $ | +81,4 % | 1 | 24.326.945 $ | +24.326.945 $ | 1 | |||
| SCHWAB US AGGREGATE BOND | → 0 | 13.724.344 $ | +12.956.075 $ | +1.686,4 % | 1 | 13.055.814 $ | +11.350.483 $ | +665,6 % | 1 | ||
| iSHARES TRUST | → 0 | 4.208.570 $ | -20.788 $ | -0,5 % | 1 | 4.229.358 $ | +4.229.358 $ | 1 | |||
| KEATING INVESTMENT COUNSELORS INC | → 0 | 1.797.702 $ | -1.047.049 $ | -36,8 % | 1 | 2.844.751 $ | +2.844.751 $ | 1 | |||
| CFG Wealth Management Services, Inc. | → 0 | 2.480.464 $ | +413.334 $ | +20,0 % | 1 | 2.067.130 $ | +2.067.130 $ | 1 | |||
| Invesco Exchange-Traded Fund Trust II | → 0 | 2.186.735 $ | +26.935 $ | +1,2 % | 1 | 2.159.800 $ | +2.159.800 $ | 1 | |||
| ISHARES TR | → 0 | 1.613.221 $ | -12.111.123 $ | -88,2 % | 1 | 1.705.331 $ | +1.128.894 $ | +195,8 % | 1 | ||
| Ancora Advisors LLC | → 0 | 1.699.265 $ | +8.026 $ | +0,5 % | 1 | 1.691.239 $ | +1.691.239 $ | 1 | |||
| Kohmann Bosshard Financial Services, LLC | → 0 | 1.263.880 $ | -34.374 $ | -2,6 % | 1 | 1.298.254 $ | +1.298.254 $ | 1 | |||
| INVESCO EXCH TRD SLF IDX FD | → 0 | 768.269 $ | -22.917.834 $ | -96,8 % | 1 | 576.437 $ | +556.438 $ | +2.782,3 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 629.071 $ | -2.042 $ | -0,3 % | 1 | 631.113 $ | +631.113 $ | 1 | |||
| KURA SUSHI USA, INC. | KRUS | → 0 | Neutral | 523.300 $ | +523.300 $ | 1 | |||||
| TransMedics Group, Inc. | TMDX | → 0 | Stark | 466.133 $ | +466.133 $ | 1 | |||||
| HARROW, INC. | HROW | → 0 | Neutral | 418.466 $ | +339.086 $ | +427,2 % | 1 | ||||
| 54.942.223 $ | -11.293.332 $ | +166,0 % | 13 | 55.109.472 $ | +52.807.705 $ | +1.214,6 % | 12 | ||||