| 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 | ||||
| 5.741.532.391 $ | +1.467.403.478 $ | +556.783.916,1 % | 9 | 5.728.692.114 $ | +1.608.841.358 $ | +942.507.290,3 % | 9 | 4.730.351.571 $ | +1.454.366.654 $ | +1.183.149.775,8 % | 7 | ||||
| ISHARES TR | → 0 | 1.052.319.185 $ | +1.052.319.164 $ | +5.011.043.638,1 % | 1 | 1.017.639.383 $ | +1.017.639.371 $ | +8.480.328.091,7 % | 1 | 993.845.811 $ | +993.845.799 $ | +8.282.048.325,0 % | 1 | ||
| iSHARES TRUST | → 0 | 878.017.323 $ | +80.048.489 $ | +10,0 % | 1 | 797.968.834 $ | +36.344.189 $ | +4,8 % | 1 | 761.624.645 $ | +22.571.905 $ | +3,1 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Stark | 694.077.704 $ | -28.820.816 $ | -4,0 % | 1 | 722.898.520 $ | -23.392.403 $ | -3,1 % | 1 | 746.290.923 $ | +94.548.948 $ | +14,5 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 489.618.761 $ | -82.142.956 $ | -14,4 % | 1 | 571.761.717 $ | -39.407.652 $ | -6,4 % | 1 | 611.169.369 $ | +25.540.945 $ | +4,4 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 594.172.765 $ | -1.829.802 $ | -0,3 % | 1 | 596.002.567 $ | +136.397.979 $ | +29,7 % | 1 | 459.604.588 $ | +151.820.238 $ | +49,3 % | 1 |
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 555.401.971 $ | -40.364.261 $ | -6,8 % | 1 | 595.766.232 $ | +12.772.805 $ | +2,2 % | 1 | 582.993.427 $ | +60.347.638 $ | +11,5 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 591.833.519 $ | +9.737.830 $ | +1,7 % | 1 | 582.095.689 $ | +7.272.881 $ | +1,3 % | 1 | 574.822.808 $ | +105.691.181 $ | +22,5 % | 1 |
| VANGUARD TAX-MANAGED FDS | → 0 | 470.494.153 $ | +466.478.955 $ | +11.617,8 % | 1 | 440.939.037 $ | +440.919.331 $ | +2.237.487,7 % | 1 | ||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 415.597.010 $ | +11.976.875 $ | +3,0 % | 1 | 403.620.135 $ | +20.294.857 $ | +5,3 % | 1 | ||||
| 5.741.532.391 $ | +1.467.403.478 $ | +556.783.916,1 % | 9 | 5.728.692.114 $ | +1.608.841.358 $ | +942.507.290,3 % | 9 | 4.730.351.571 $ | +1.454.366.654 $ | +1.183.149.775,8 % | 7 | ||||