| 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 | ||||
| 104.238.321 $ | +17.092.186 $ | +14.344,9 % | 7 | 91.509.206 $ | +26.066.912 $ | +18.425,1 % | 6 | 93.033.668 $ | +19.307.794 $ | +21.858,4 % | 6 | 95.026.547 $ | +24.775.643 $ | +15.923,3 % | 6 | ||||
| iSHARES TRUST | → 0 | 30.809.573 $ | +1.380.728 $ | +4,7 % | 1 | 29.428.845 $ | -552.259 $ | -1,8 % | 1 | 29.981.104 $ | -2.006.553 $ | -6,3 % | 1 | 31.987.657 $ | +1.384.357 $ | +4,5 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 17.889.215 $ | +2.266.247 $ | +14,5 % | 1 | 15.622.968 $ | -839.082 $ | -5,1 % | 1 | 16.462.050 $ | +21.403 $ | +0,1 % | 1 | 16.440.647 $ | +1.378.210 $ | +9,1 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 14.937.298 $ | +14.922.430 $ | +100.366,1 % | 1 | 14.926.565 $ | +14.910.950 $ | +95.491,2 % | 1 | 14.981.748 $ | +14.970.326 $ | +131.065,7 % | 1 | 15.267.623 $ | +15.251.641 $ | +95.430,1 % | 1 | ||
| ISHARES TR | → 0 | 12.558.314 $ | +5.187.004 $ | +70,4 % | 1 | 11.759.982 $ | +11.682.393 $ | +15.056,8 % | 1 | 12.702.830 $ | +5.856.882 $ | +85,6 % | 1 | 12.890.420 $ | +6.001.671 $ | +87,1 % | 1 | ||
| EdgeRock Capital LLC | → 0 | 10.538.681 $ | +688.007 $ | +7,0 % | 1 | 9.850.674 $ | +156.479 $ | +1,6 % | 1 | 9.694.195 $ | +310.564 $ | +3,3 % | 1 | 9.383.631 $ | +595.128 $ | +6,8 % | 1 | ||
| TRUIST FINANCIAL CORP | TFC | → 0 | Neutral | 10.133.930 $ | +213.758 $ | +2,2 % | 1 | 9.920.172 $ | +708.431 $ | +7,7 % | 1 | 9.211.741 $ | +155.172 $ | +1,7 % | 1 | 9.056.569 $ | +164.636 $ | +1,9 % | 1 |
| J P MORGAN EXCHANGE TRADED F | → 0 | 7.371.310 $ | -7.565.988 $ | -50,7 % | 1 | ||||||||||||||
| 104.238.321 $ | +17.092.186 $ | +14.344,9 % | 7 | 91.509.206 $ | +26.066.912 $ | +18.425,1 % | 6 | 93.033.668 $ | +19.307.794 $ | +21.858,4 % | 6 | 95.026.547 $ | +24.775.643 $ | +15.923,3 % | 6 | ||||