| 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 | ||||
| 5.566.112.059 $ | +3.658.464.009 $ | +34.405,8 % | 9 | 5.309.024.415 $ | +3.570.937.539 $ | +41.119,2 % | 8 | 5.122.848.162 $ | +3.639.776.407 $ | +139.165,5 % | 8 | ||||
| SCHWAB STRATEGIC TR | → 0 | 1.976.463.466 $ | +1.944.039.070 $ | +5.995,6 % | 1 | 1.925.451.113 $ | +1.922.791.864 $ | +72.305,8 % | 1 | 1.836.940.381 $ | +1.836.728.901 $ | +868.511,9 % | 1 | ||
| ISHARES TR | → 0 | 962.047.059 $ | +959.290.447 $ | +34.799,6 % | 1 | 962.832.819 $ | +907.796.255 $ | +1.649,4 % | 1 | 953.428.370 $ | +928.705.224 $ | +3.756,4 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 701.558.988 $ | +701.298.119 $ | +268.831,5 % | 1 | 690.606.254 $ | +690.335.519 $ | +254.985,7 % | 1 | 652.359.083 $ | +652.088.472 $ | +240.968,9 % | 1 | ||
| iSHARES TRUST | → 0 | 700.853.654 $ | +6.304.979 $ | +0,9 % | 1 | 694.548.675 $ | +20.050.470 $ | +3,0 % | 1 | 674.498.205 $ | +67.973.536 $ | +11,2 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 440.081.754 $ | +7.164.768 $ | +1,7 % | 1 | 432.916.986 $ | +20.361.424 $ | +4,9 % | 1 | 412.555.562 $ | +59.946.871 $ | +17,0 % | 1 | ||
| BlackRock Fund Advisors | → 0 | 243.009.851 $ | +17.105.390 $ | +7,6 % | 1 | 225.904.461 $ | +20.737.615 $ | +10,1 % | 1 | 205.166.846 $ | +26.593.245 $ | +14,9 % | 1 | ||
| Archer-Daniels-Midland Co | ADM | → 0 | Stark | 202.000.181 $ | +15.870.772 $ | +8,5 % | 1 | 186.129.409 $ | -8.080.444 $ | -4,2 % | 1 | 194.209.853 $ | +21.376.207 $ | +12,4 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 180.018.804 $ | -10.615.894 $ | -5,6 % | 1 | 190.634.698 $ | -3.055.164 $ | -1,6 % | 1 | 193.689.862 $ | +46.363.951 $ | +31,5 % | 1 |
| KEATING INVESTMENT COUNSELORS INC | → 0 | 160.078.302 $ | +18.006.358 $ | +12,7 % | 1 | ||||||||||
| 5.566.112.059 $ | +3.658.464.009 $ | +34.405,8 % | 9 | 5.309.024.415 $ | +3.570.937.539 $ | +41.119,2 % | 8 | 5.122.848.162 $ | +3.639.776.407 $ | +139.165,5 % | 8 | ||||