| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 4.917.293.953 $ | +1.455.146.005 $ | +378,1 % | 8 | 3.739.325.131 $ | +813.621.598 $ | +7.307,7 % | 5 | 4.012.978.816 $ | +909.642.543 $ | +406,3 % | 6 | 3.882.906.152 $ | +1.104.264.941 $ | +5.951,8 % | 6 | ||||
| iSHARES TRUST | → 0 | 1.997.927.405 $ | +169.603.649 $ | +9,3 % | 1 | 1.828.323.756 $ | +54.709.683 $ | +3,1 % | 1 | 1.773.614.073 $ | +79.841.589 $ | +4,7 % | 1 | 1.693.772.484 $ | +131.995.080 $ | +8,5 % | 1 | ||
| ISHARES TR | → 0 | 992.021.607 $ | +957.603.191 $ | +2.782,2 % | 1 | 847.064.171 $ | +844.753.308 $ | +36.555,8 % | 1 | 836.505.784 $ | +803.354.792 $ | +2.423,3 % | 1 | 812.720.871 $ | +810.447.418 $ | +35.648,3 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 434.300.971 $ | +47.535.351 $ | +12,3 % | 1 | 386.765.620 $ | -20.166.849 $ | -5,0 % | 1 | 406.932.469 $ | +21.555.239 $ | +5,6 % | 1 | 385.377.230 $ | +79.530.387 $ | +26,0 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 331.642.777 $ | +3.910.748 $ | +1,2 % | 1 | 327.732.029 $ | -80.507.879 $ | -19,7 % | 1 | 408.239.908 $ | -24.041.985 $ | -5,6 % | 1 | 432.281.893 $ | +25.144.278 $ | +6,2 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 391.443.983 $ | +42.004.428 $ | +12,0 % | 1 | 349.439.555 $ | +14.833.335 $ | +4,4 % | 1 | 334.606.220 $ | +24.589.705 $ | +7,9 % | 1 | 310.016.515 $ | +42.862.675 $ | +16,0 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 267.963.530 $ | +45.473.454 $ | +20,4 % | 1 | ||||||||||||
| Broadcom Inc. | AVGO | → 0 | Stark | 250.461.585 $ | +29.382.636 $ | +13,3 % | 1 | 253.080.362 $ | +4.343.203 $ | +1,7 % | 1 | 248.737.159 $ | +14.285.103 $ | +6,1 % | 1 | ||||
| VANGUARD TAX-MANAGED FDS | → 0 | 251.532.095 $ | +159.632.548 $ | +173,7 % | 1 | ||||||||||||||
| 4.917.293.953 $ | +1.455.146.005 $ | +378,1 % | 8 | 3.739.325.131 $ | +813.621.598 $ | +7.307,7 % | 5 | 4.012.978.816 $ | +909.642.543 $ | +406,3 % | 6 | 3.882.906.152 $ | +1.104.264.941 $ | +5.951,8 % | 6 | ||||