| 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 | ||||
| 104.378.762 $ | -1.165.164 $ | +40,0 % | 7 | 82.280.646 $ | +11.422.486 $ | +522,6 % | 5 | 83.385.235 $ | +40.923.187 $ | +106,1 % | 7 | 72.034.962 $ | +39.694.083 $ | +423,0 % | 6 | ||||
| ISHARES TR | → 0 | 51.051.138 $ | +36.551.221 $ | +252,1 % | 1 | 44.610.927 $ | +42.938.253 $ | +2.567,0 % | 1 | 40.052.573 $ | +32.200.535 $ | +410,1 % | 1 | 35.877.953 $ | +34.458.599 $ | +2.427,8 % | 1 | ||
| VANGUARD WHITEHALL FDS | → 0 | 14.499.917 $ | +1.943.285 $ | +15,5 % | 1 | 12.556.632 $ | +7.045.175 $ | +127,8 % | 1 | 9.589.410 $ | +4.393.780 $ | +84,6 % | 1 | 7.852.038 $ | +3.479.975 $ | +79,6 % | 1 | ||
| WEST BANCORPORATION INC | WTBA | → 0 | Stark | 11.020.854 $ | +1.072.804 $ | +10,8 % | 1 | 9.948.050 $ | +593.611 $ | +6,3 % | 1 | 9.354.439 $ | +729.879 $ | +8,5 % | 1 | 8.624.560 $ | +228.377 $ | +2,7 % | 1 |
| iSHARES TRUST | → 0 | 10.545.740 $ | +892.160 $ | +9,2 % | 1 | 9.653.580 $ | -55.083 $ | -0,6 % | 1 | 9.708.663 $ | +103.317 $ | +1,1 % | 1 | 9.605.346 $ | +663.966 $ | +7,4 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 6.566.970 $ | -44.484.168 $ | -87,1 % | 1 | 5.511.457 $ | -39.099.470 $ | -87,6 % | 1 | 5.195.630 $ | +3.670.769 $ | +240,7 % | 1 | ||||||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 5.948.639 $ | +2.456.123 $ | +70,3 % | 1 | |||||||||||||
| Brookfield Asset Management Ltd. | BAM | → 0 | Stark | 4.877.037 $ | -423.565 $ | -8,0 % | 1 | 5.300.602 $ | +154.532 $ | +3,0 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 4.774.463 $ | +708.634 $ | +17,4 % | 1 | ||||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 4.745.504 $ | +403.411 $ | +9,3 % | 1 | 4.607.483 $ | +248.472 $ | +5,7 % | 1 | ||||||||
| 104.378.762 $ | -1.165.164 $ | +40,0 % | 7 | 82.280.646 $ | +11.422.486 $ | +522,6 % | 5 | 83.385.235 $ | +40.923.187 $ | +106,1 % | 7 | 72.034.962 $ | +39.694.083 $ | +423,0 % | 6 | ||||