| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 4.434.864 $ | -453.124 $ | -10,6 % | 6.266.920 $ | -190.326 $ | +14,5 % | 6.282.878 $ | +944.912 $ | +27,3 % | 5.412.781 $ | +838.907 $ | +42,5 % | |
| Private Advisory Group LLC | 2.242.865 $ | -100.427 $ | -4,3 % | 2.343.292 $ | +23.433 $ | +1,0 % | 2.319.859 $ | +210.896 $ | +10,0 % | 2.108.963 $ | +441.672 $ | +26,5 % |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 985.986 $ | -298.696 $ | -23,3 % | 1.284.682 $ | -400.108 $ | -23,7 % | 1.684.790 $ | +277.480 $ | +19,7 % | 1.407.310 $ | -10.913 $ | -0,8 % |
| Soltis Investment Advisors LLC | 1.206.013 $ | -54.001 $ | -4,3 % | 1.260.014 $ | +12.600 $ | +1,0 % | 1.247.414 $ | +270.901 $ | +27,7 % | 976.513 $ | +125.552 $ | +14,8 % |
| VANGUARD CAPITAL MANAGEMENT LLC | 417.844 $ | |||||||||||
| VANGUARD GROUP INC | 380.928 $ | +34.629 $ | +10,0 % | 346.299 $ | +222.406 $ | +179,5 % | ||||||
| FNY Investment Advisers, LLC | 278.000 $ | +132.000 $ | +90,4 % | 146.000 $ | +63.000 $ | +75,9 % | ||||||
| WELLS FARGO & COMPANY/MN | 277.816 $ | +2.778 $ | +1,0 % | 275.038 $ | +25.004 $ | +10,0 % | 250.034 $ | +32.147 $ | +14,8 % | |||
| GEODE CAPITAL MANAGEMENT, LLC | 267.820 $ | +38.971 $ | +17,0 % | 228.849 $ | +63.002 $ | +38,0 % | 165.847 $ | +28.043 $ | +20,3 % | |||
| Cetera Investment Advisers | 157.815 $ | |||||||||||
| VANGUARD FIDUCIARY TRUST CO | 137.452 $ | |||||||||||
| 4.434.864 $ | -453.124 $ | -10,6 % | 6.266.920 $ | -190.326 $ | +14,5 % | 6.282.878 $ | +944.912 $ | +27,3 % | 5.412.781 $ | +838.907 $ | +42,5 % | |