| Aktie | Ticker | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 1.170.268.283 $ | -4.593.866 $ | +5,5 % | 977.168.056 $ | +17.782.247 $ | +12,8 % | 1.129.094.461 $ | +28.325.658 $ | +9,5 % | 1.070.232.939 $ | -2.011.013 $ | +15,9 % | ||
| VANGUARD GROUP INC | 311.046.227 $ | -3.077.080 $ | -1,0 % | 314.123.307 $ | +7.279.311 $ | +2,4 % | 306.843.996 $ | +19.675.150 $ | +6,9 % | 287.168.846 $ | +11.581.533 $ | +4,2 % | |
| SCHWAB STRATEGIC TR | 237.037.862 $ | +65.477.875 $ | +38,2 % | 84.285.008 $ | +12.417.888 $ | +17,3 % | 224.275.636 $ | +117.712.356 $ | +110,5 % | 218.981.116 $ | +120.113.810 $ | +121,5 % | |
| VANGUARD CHARLOTTE FDS | 226.235.929 $ | -10.801.933 $ | -4,6 % | 223.670.043 $ | +62.612.992 $ | +38,9 % | 217.330.307 $ | -6.945.329 $ | -3,1 % | 202.975.058 $ | +93.140.988 $ | +84,8 % | |
| VANGUARD TAX-MANAGED INTL FD | 170.043.201 $ | +58.306.262 $ | +52,2 % | 171.559.987 $ | +59.897.396 $ | +53,6 % | 161.057.051 $ | -56.273.256 $ | -25,9 % | 152.406.543 $ | -50.568.515 $ | -24,9 % | |
| ISHARES INC | 114.168.125 $ | -112.067.804 $ | -49,5 % | 71.867.120 $ | -151.802.923 $ | -67,9 % | 113.024.191 $ | -39.382.352 $ | -25,8 % | 109.834.070 $ | -109.147.046 $ | -49,8 % | |
| VANGUARD STAR FDS | 111.736.939 $ | -2.431.186 $ | -2,1 % | 111.662.591 $ | +27.377.583 $ | +32,5 % | 106.563.280 $ | -6.460.911 $ | -5,7 % | 98.867.306 $ | -67.131.783 $ | -40,4 % | |
| 1.170.268.283 $ | -4.593.866 $ | +5,5 % | 977.168.056 $ | +17.782.247 $ | +12,8 % | 1.129.094.461 $ | +28.325.658 $ | +9,5 % | 1.070.232.939 $ | -2.011.013 $ | +15,9 % | ||