| 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 | ||||
| 1.620.727.877 $ | +161.219.929 $ | +1.701,1 % | 11 | 1.845.399.662 $ | +1.578.163.176 $ | +2.088,6 % | 12 | 231.670.610 $ | -100.472.697 $ | +1.782,8 % | 2 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 269.704.877 $ | -97.880.464 $ | -26,6 % | 1 | 367.585.341 $ | +195.327.642 $ | +113,4 % | 1 | 172.257.699 $ | -158.285.671 $ | -47,9 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 235.592.878 $ | -35.854.584 $ | -13,2 % | 1 | 271.447.462 $ | +250.061.598 $ | +1.169,3 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 187.742.088 $ | -24.883.877 $ | -11,7 % | 1 | 212.625.965 $ | +201.843.133 $ | +1.871,9 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 145.980.551 $ | -24.844.665 $ | -14,5 % | 1 | 170.825.216 $ | +166.927.198 $ | +4.282,4 % | 1 | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 150.822.283 $ | -13.125.581 $ | -8,0 % | 1 | 163.947.864 $ | +158.214.617 $ | +2.759,6 % | 1 | ||||
| ISHARES TR | → 0 | 131.566.884 $ | +130.185.870 $ | +9.426,8 % | 1 | 138.430.580 $ | +136.820.385 $ | +8.497,1 % | 1 | ||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 121.171.873 $ | +119.219.322 $ | +6.105,8 % | 1 | 93.750.166 $ | +76.935.277 $ | +457,5 % | 1 | ||||||
| iSHARES TRUST | → 0 | 113.585.187 $ | +26.359.014 $ | +30,2 % | 1 | 87.226.173 $ | +76.839.164 $ | +739,8 % | 1 | ||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 95.015.509 $ | -18.512.152 $ | -16,3 % | 1 | 113.527.661 $ | +103.744.720 $ | +1.060,5 % | 1 | ||||
| VANGUARD FTSE ALL-WORLD EX-US | → 0 | 112.134.944 $ | +108.789.470 $ | +3.251,8 % | 1 | 103.824.652 $ | +96.776.483 $ | +1.373,1 % | 1 | 59.412.911 $ | +57.812.974 $ | +3.613,5 % | 1 | ||
| Broadcom Inc. | AVGO | → 0 | Neutral | 57.410.803 $ | -8.232.424 $ | -12,5 % | 1 | 65.643.227 $ | +65.643.227 $ | 1 | |||||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 56.565.355 $ | +49.029.732 $ | +650,6 % | 1 | ||||||||
| 1.620.727.877 $ | +161.219.929 $ | +1.701,1 % | 11 | 1.845.399.662 $ | +1.578.163.176 $ | +2.088,6 % | 12 | 231.670.610 $ | -100.472.697 $ | +1.782,8 % | 2 | ||||