| 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 | ||||
| 1.330.825.620 $ | +615.779.779 $ | +6.680,7 % | 17 | 266.292.739 $ | +12.120.335 $ | +981,9 % | 5 | 250.413.104 $ | +37.040.681 $ | +98,2 % | 3 | ||||
| SPDR SERIES TRUST | → 0 | 551.439.023 $ | +487.073.735 $ | +49.363,1 % | 2 | 104.170.245 $ | +4.105.458 $ | +2.379,6 % | 2 | 99.244.157 $ | +3.778.183 $ | +4,0 % | 1 | ||
| NICOLET BANKSHARES INC | NIC | → 0 | Sehr stark | 107.127.187 $ | -12.180.231 $ | -10,2 % | 1 | 119.307.418 $ | +9.746.207 $ | +8,9 % | 1 | ||||
| iSHARES TRUST | → 0 | 106.999.870 $ | +83.726.935 $ | +359,8 % | 1 | 23.272.935 $ | +825.241 $ | +3,7 % | 1 | ||||||
| Apple Inc. | AAPL | → 0 | Neutral | 98.579.322 $ | +82.423.498 $ | +510,2 % | 1 | ||||||||
| ISHARES TR | → 0 | 88.676.606 $ | -268.495.592 $ | -75,2 % | 1 | 31.722.372 $ | +19.369.867 $ | +156,8 % | 1 | 31.861.529 $ | +23.516.291 $ | +281,8 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 67.697.986 $ | +27.530.869 $ | +68,5 % | 1 | ||||||||||
| VANGUARD GROUP INC | → 0 | 63.465.280 $ | +61.353.845 $ | +2.905,8 % | 1 | ||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 46.759.569 $ | +33.442.515 $ | +251,1 % | 1 | ||||||||
| SCHWAB STRATEGIC TR | → 0 | 43.504.108 $ | -45.172.498 $ | -50,9 % | 1 | ||||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 41.818.600 $ | +29.117.288 $ | +229,2 % | 1 | ||||||||
| VANGUARD MUNICIPAL | → 0 | 40.009.858 $ | -27.688.128 $ | -40,9 % | 1 | ||||||||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 35.308.594 $ | +32.565.633 $ | +1.187,2 % | 1 | ||||||||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 34.741.526 $ | +28.458.236 $ | +452,9 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 34.619.455 $ | +23.313.265 $ | +206,2 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 28.544.725 $ | +22.218.410 $ | +351,2 % | 1 | ||||||||
| BlackRock Fund Advisors | → 0 | 25.088.657 $ | +24.763.559 $ | +7.617,3 % | 1 | ||||||||||
| PROCTER & GAMBLE Co | PG | → 0 | Neutral | 23.572.441 $ | +21.148.209 $ | +872,4 % | 1 | ||||||||
| 1.330.825.620 $ | +615.779.779 $ | +6.680,7 % | 17 | 266.292.739 $ | +12.120.335 $ | +981,9 % | 5 | 250.413.104 $ | +37.040.681 $ | +98,2 % | 3 | ||||