| 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 | ||||
| 120.935.337 $ | -3.201.759 $ | +35,3 % | 7 | 142.966.713 $ | +4.143.604 $ | +1,5 % | 9 | 138.823.109 $ | +20.568.931 $ | +344,1 % | 9 | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 28.783.501 $ | -1.644.843 $ | -5,4 % | 1 | 30.428.344 $ | -454.509 $ | -1,5 % | 1 | 30.882.853 $ | +957.579 $ | +3,2 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 23.983.404 $ | -3.475.973 $ | -12,7 % | 1 | 27.459.377 $ | +5.258.491 $ | +23,7 % | 1 | 22.200.886 $ | +5.797.971 $ | +35,3 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 14.957.829 $ | -3.724.895 $ | -19,9 % | 1 | 18.682.724 $ | -1.350.933 $ | -6,7 % | 1 | 20.033.657 $ | +183.516 $ | +0,9 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 16.411.077 $ | -1.355.246 $ | -7,6 % | 1 | 17.766.323 $ | +657.479 $ | +3,8 % | 1 | 17.108.844 $ | +3.013.870 $ | +21,4 % | 1 |
| VANGUARD GROUP INC | → 0 | 17.522.927 $ | +458.624 $ | +2,7 % | 1 | 17.064.303 $ | +485.827 $ | +2,9 % | 1 | 16.578.476 $ | +372.891 $ | +2,3 % | 1 | ||
| JOHNSON & JOHNSON | JNJ | → 0 | Neutral | 12.535.861 $ | +1.594.414 $ | +14,6 % | 1 | 10.941.447 $ | +699.959 $ | +6,8 % | 1 | 10.241.488 $ | +1.560.553 $ | +18,0 % | 1 |
| VANGUARD MUN BD FDS | → 0 | 6.740.738 $ | +4.946.160 $ | +275,6 % | 1 | 7.089.733 $ | -363.887 $ | -4,9 % | 1 | 7.453.620 $ | +7.212.424 $ | +2.990,3 % | 1 | ||
| ABBOTT LABORATORIES | ABT | → 0 | Schwach | 6.677.706 $ | -582.914 $ | -8,0 % | 1 | 7.260.620 $ | +64.603 $ | +0,9 % | 1 | ||||
| AbbVie Inc. | ABBV | → 0 | Schwach | 6.856.756 $ | -205.909 $ | -2,9 % | 1 | 7.062.665 $ | +1.405.524 $ | +24,8 % | 1 | ||||
| 120.935.337 $ | -3.201.759 $ | +35,3 % | 7 | 142.966.713 $ | +4.143.604 $ | +1,5 % | 9 | 138.823.109 $ | +20.568.931 $ | +344,1 % | 9 | ||||