| 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 | ||||
| 971.725.832 $ | +438.162.460 $ | +10.044,2 % | 5 | 1.025.796.615 $ | +370.465.600 $ | +565,4 % | 6 | 1.109.788.417 $ | +424.366.877 $ | +3.092,8 % | 7 | 1.082.043.253 $ | +419.917.705 $ | +905,0 % | 7 | ||||
| iSHARES TRUST | → 0 | 306.589.230 $ | +18.658.454 $ | +6,5 % | 1 | 287.930.776 $ | -33.594.149 $ | -10,4 % | 1 | 321.524.925 $ | +4.560.474 $ | +1,4 % | 1 | 316.964.451 $ | +16.017.454 $ | +5,3 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 265.653.320 $ | +260.462.672 $ | +5.017,9 % | 1 | 249.708.745 $ | +232.134.068 $ | +1.320,8 % | 1 | 273.840.401 $ | +268.552.352 $ | +5.078,5 % | 1 | 255.458.754 $ | +237.188.330 $ | +1.298,2 % | 1 | ||
| WisdomTree, Inc. | WT | → 0 | Stark | 151.543.321 $ | +5.336.410 $ | +3,6 % | 1 | 146.206.911 $ | -15.600.328 $ | -9,6 % | 1 | 161.807.239 $ | -54.724 $ | -0,0 % | 1 | 161.861.963 $ | +5.555.532 $ | +3,6 % | 1 |
| ISHARES TR | → 0 | 143.651.728 $ | +143.334.489 $ | +45.181,9 % | 1 | 132.979.479 $ | +126.518.374 $ | +1.958,2 % | 1 | 151.835.257 $ | +150.924.513 $ | +16.571,6 % | 1 | 147.361.752 $ | +144.472.578 $ | +5.000,5 % | 1 | ||
| EXXON MOBIL CORP | XOM | → 0 | Stark | 115.052.906 $ | +67.000.482 $ | +139,4 % | 1 | ||||||||||||
| CIBC Private Wealth Group LLC | → 0 | 104.288.233 $ | +10.370.435 $ | +11,0 % | 1 | 93.917.798 $ | -5.992.847 $ | -6,0 % | 1 | 99.910.645 $ | +3.878.596 $ | +4,0 % | 1 | 96.032.049 $ | +8.081.627 $ | +9,2 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 51.137.339 $ | -4.289.046 $ | -7,7 % | 1 | 55.426.385 $ | +3.198.301 $ | +6,1 % | 1 | ||||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 49.732.611 $ | +794.712 $ | +1,6 % | 1 | 48.937.899 $ | +5.403.883 $ | +12,4 % | 1 | ||||||||
| 971.725.832 $ | +438.162.460 $ | +10.044,2 % | 5 | 1.025.796.615 $ | +370.465.600 $ | +565,4 % | 6 | 1.109.788.417 $ | +424.366.877 $ | +3.092,8 % | 7 | 1.082.043.253 $ | +419.917.705 $ | +905,0 % | 7 | ||||