| 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 | ||||
| 4.977.234.817 $ | +2.801.291.309 $ | +62.094,4 % | 6 | 5.549.052.166 $ | -584.527.874 $ | +132.532,6 % | 7 | 14.083.905.233 $ | +10.447.689.434 $ | +850.102.559,7 % | 12 | ||||
| ISHARES TR | → 0 | 1.994.469.953 $ | +1.992.183.101 $ | +87.114,6 % | 1 | 1.999.899.680 $ | +1.999.678.754 $ | +905.135,1 % | 1 | 5.266.989.581 $ | +5.266.781.745 $ | +2.534.104,7 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 433.025.606 $ | -148.704.449 $ | -25,6 % | 1 | 581.730.055 $ | -674.880.871 $ | -53,7 % | 1 | 1.256.610.926 $ | +652.874.067 $ | +108,1 % | 1 |
| iSHARES TRUST | → 0 | 1.159.134.496 $ | +2.293.150 $ | +0,2 % | 1 | 1.156.841.346 $ | +22.283.025 $ | +2,0 % | 1 | 1.134.558.321 $ | +72.124.403 $ | +6,8 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 521.381.793 $ | +521.133.883 $ | +210.210,9 % | 1 | 501.803.706 $ | +499.614.437 $ | +22.821,1 % | 1 | 945.416.920 $ | +945.416.908 $ | +7.878.474.233,3 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Neutral | 458.428.564 $ | -464.179.684 $ | -50,3 % | 1 | 922.608.248 $ | +544.199.764 $ | +143,8 % | 1 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 414.549.723 $ | -19.684.371 $ | -4,5 % | 1 | 434.234.094 $ | -383.258.576 $ | -46,9 % | 1 | 817.492.670 $ | +484.693.183 $ | +145,6 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 454.673.246 $ | +454.069.995 $ | +75.270,5 % | 1 | 416.114.721 $ | -1.583.784.959 $ | -79,2 % | 1 | 788.875.266 $ | +788.875.232 $ | +2.320.221.270,6 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 733.249.161 $ | +532.036.872 $ | +264,4 % | 1 | ||||||||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 728.884.920 $ | +390.226.844 $ | +115,2 % | 1 | ||||||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 524.312.236 $ | +253.135.576 $ | +93,3 % | 1 | ||||||||
| Snap-on Inc | SNA | → 0 | Neutral | 502.565.530 $ | +276.813.776 $ | +122,6 % | 1 | ||||||||
| Walmart Inc. | WMT | → 0 | Sehr stark | 462.341.454 $ | +240.511.064 $ | +108,4 % | 1 | ||||||||
| 4.977.234.817 $ | +2.801.291.309 $ | +62.094,4 % | 6 | 5.549.052.166 $ | -584.527.874 $ | +132.532,6 % | 7 | 14.083.905.233 $ | +10.447.689.434 $ | +850.102.559,7 % | 12 | ||||