| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 22.879.794.130 $ | +6.591.513.700 $ | +210.816,1 % | 9 | 22.977.615.301 $ | +7.845.046.770 $ | +67.889,7 % | 9 | 18.190.932.728 $ | +6.268.312.571 $ | +165.832,7 % | 7 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 3.781.850.672 $ | +193.938.429 $ | +5,4 % | 1 | 3.587.912.243 $ | -17.649.853 $ | -0,5 % | 1 | 3.605.562.096 $ | +880.781.014 $ | +32,3 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 3.410.782.650 $ | +3.409.090.703 $ | +201.489,2 % | 1 | 3.485.041.180 $ | +3.467.753.070 $ | +20.058,6 % | 1 | 3.410.509.140 $ | +3.410.215.320 $ | +1.160.647,8 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 2.591.431.036 $ | -847.986.334 $ | -24,7 % | 1 | 3.439.417.370 $ | -27.687.672 $ | -0,8 % | 1 | 3.467.105.042 $ | +208.232.919 $ | +6,4 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 2.880.129.936 $ | +256.039.870 $ | +9,8 % | 1 | 2.624.090.066 $ | +756.190.216 $ | +40,5 % | 1 | 1.867.899.850 $ | +847.318.936 $ | +83,0 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 2.855.293.391 $ | +291.046.499 $ | +11,4 % | 1 | 2.564.246.892 $ | +303.394.356 $ | +13,4 % | 1 | 2.260.852.536 $ | +723.219.791 $ | +47,0 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 2.185.340.920 $ | -11.656.971 $ | -0,5 % | 1 | 2.196.997.891 $ | +390.010.121 $ | +21,6 % | 1 | 1.806.987.770 $ | +7.798.981 $ | +0,4 % | 1 |
| iSHARES TRUST | → 0 | 1.952.849.894 $ | +79.355.622 $ | +4,2 % | 1 | 1.873.494.272 $ | +101.477.978 $ | +5,7 % | 1 | 1.772.016.294 $ | +190.745.610 $ | +12,1 % | 1 | ||
| SEI EXCHANGE TRADED FUNDS | → 0 | 1.637.285.590 $ | +1.636.996.011 $ | +565.302,0 % | 1 | 1.602.859.562 $ | +1.602.588.162 $ | +590.489,4 % | 1 | ||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 1.584.830.041 $ | +1.584.689.871 $ | +1.130.548,5 % | 1 | 1.603.555.825 $ | +1.268.970.392 $ | +379,3 % | 1 | ||||||
| 22.879.794.130 $ | +6.591.513.700 $ | +210.816,1 % | 9 | 22.977.615.301 $ | +7.845.046.770 $ | +67.889,7 % | 9 | 18.190.932.728 $ | +6.268.312.571 $ | +165.832,7 % | 7 | ||||