| 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 | ||||
| 505.265.903 $ | +140.243.618 $ | +2.801,0 % | 7 | 666.381.325 $ | +162.143.366 $ | +1.247,2 % | 9 | 641.544.637 $ | +232.771.539 $ | +2.534,6 % | 9 | ||||
| SCHWAB STRATEGIC TR | → 0 | 139.932.399 $ | +138.723.278 $ | +11.473,1 % | 1 | 140.972.590 $ | +82.238.544 $ | +140,0 % | 1 | 137.436.662 $ | +136.654.616 $ | +17.474,0 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 88.514.511 $ | -7.762.624 $ | -8,1 % | 1 | 96.277.135 $ | +4.102.331 $ | +4,5 % | 1 | 92.174.804 $ | +15.343.012 $ | +20,0 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 79.578.800 $ | -10.332.586 $ | -11,5 % | 1 | 89.911.386 $ | +17.395.951 $ | +24,0 % | 1 | 72.515.435 $ | +17.969.537 $ | +32,9 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 58.909.633 $ | -17.178.139 $ | -22,6 % | 1 | 76.087.772 $ | -5.303.719 $ | -6,5 % | 1 | 81.391.491 $ | +2.255.600 $ | +2,9 % | 1 |
| SPDR SERIES TRUST | → 0 | 45.505.299 $ | +44.956.519 $ | +8.192,1 % | 1 | 58.734.046 $ | +58.207.346 $ | +11.051,3 % | 1 | 59.130.762 $ | +58.030.950 $ | +5.276,4 % | 1 | ||
| SS&C Technologies Holdings Inc | SSNC | → 0 | Neutral | 53.150.378 $ | -603.989 $ | -1,1 % | 1 | 53.754.367 $ | +3.127.320 $ | +6,2 % | 1 | ||||
| AMAZON COM INC | AMZN | → 0 | Stark | 47.168.097 $ | -4.864.205 $ | -9,3 % | 1 | 52.032.302 $ | +2.990.307 $ | +6,1 % | 1 | 49.041.995 $ | +474.157 $ | +1,0 % | 1 |
| VISA INC. | V | → 0 | Neutral | 50.259.927 $ | +1.167.798 $ | +2,4 % | 1 | 49.092.129 $ | -2.401.945 $ | -4,7 % | 1 | ||||
| SCHWAB CHARLES CORP | SCHW | → 0 | Neutral | 45.657.164 $ | -3.298.625 $ | -6,7 % | 1 | 48.955.789 $ | +1.948.797 $ | +4,1 % | 1 | 47.006.992 $ | +1.318.292 $ | +2,9 % | 1 |
| 505.265.903 $ | +140.243.618 $ | +2.801,0 % | 7 | 666.381.325 $ | +162.143.366 $ | +1.247,2 % | 9 | 641.544.637 $ | +232.771.539 $ | +2.534,6 % | 9 | ||||