| 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 | ||||
| 6.920.227.139 $ | +1.844.322.505 $ | +3.548,0 % | 9 | 6.998.325.179 $ | +2.692.867.358 $ | +589.283,7 % | 9 | 6.045.959.432 $ | +2.481.235.320 $ | +355.695,1 % | 7 | ||||
| iSHARES TRUST | → 0 | 2.119.467.618 $ | -33.882.605 $ | -1,6 % | 1 | 2.153.350.223 $ | +85.003.536 $ | +4,1 % | 1 | 2.068.346.687 $ | +159.030.713 $ | +8,3 % | 1 | ||
| ISHARES TR | → 0 | 1.672.259.693 $ | +1.246.244.641 $ | +292,5 % | 1 | 1.683.693.525 $ | +1.683.650.939 $ | +3.953.531,5 % | 1 | 1.625.381.684 $ | +1.613.028.007 $ | +13.057,1 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 646.901.727 $ | +14.829.747 $ | +2,3 % | 1 | 632.071.980 $ | +38.490.932 $ | +6,5 % | 1 | 593.581.048 $ | +74.000.099 $ | +14,2 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 631.796.162 $ | +35.089.855 $ | +5,9 % | 1 | 596.706.307 $ | +71.997.617 $ | +13,7 % | 1 | 524.708.690 $ | +129.224.331 $ | +32,7 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 409.507.083 $ | -81.879.556 $ | -16,7 % | 1 | 491.386.639 $ | +1.124.742 $ | +0,2 % | 1 | 490.261.897 $ | +24.033.762 $ | +5,2 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 424.855.493 $ | -40.393.031 $ | -8,7 % | 1 | 465.248.524 $ | +110.676.399 $ | +31,2 % | 1 | 354.572.125 $ | +92.826.817 $ | +35,5 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 426.015.052 $ | +424.625.233 $ | +30.552,6 % | 1 | 412.435.248 $ | +412.403.772 $ | +1.310.216,6 % | 1 | 389.107.301 $ | +389.091.591 $ | +2.476.712,9 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 296.323.669 $ | +271.680.517 $ | +1.102,5 % | 1 | 278.339.795 $ | +277.641.234 $ | +39.744,7 % | 1 | ||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 293.100.642 $ | +8.007.704 $ | +2,8 % | 1 | 285.092.938 $ | +11.878.187 $ | +4,3 % | 1 | ||||
| 6.920.227.139 $ | +1.844.322.505 $ | +3.548,0 % | 9 | 6.998.325.179 $ | +2.692.867.358 $ | +589.283,7 % | 9 | 6.045.959.432 $ | +2.481.235.320 $ | +355.695,1 % | 7 | ||||