| 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 | ||||
| 713.186.948 $ | +163.439.645 $ | +700,4 % | 7 | 576.686.640 $ | +83.032.395 $ | +893,9 % | 5 | 648.482.617 $ | +150.592.850 $ | +3.055,3 % | 6 | 690.400.843 $ | +118.930.079 $ | +1.036,4 % | 7 | ||||
| iSHARES TRUST | → 0 | 362.664.629 $ | +35.907.844 $ | +11,0 % | 1 | 326.756.785 $ | -15.186.831 $ | -4,4 % | 1 | 341.943.616 $ | +19.146.108 $ | +5,9 % | 1 | 322.797.508 $ | +20.915.294 $ | +6,9 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 80.308.296 $ | +61.847.416 $ | +335,0 % | 1 | 71.929.351 $ | +70.306.406 $ | +4.332,0 % | 1 | 71.477.985 $ | +70.819.717 $ | +10.758,5 % | 1 | 68.150.610 $ | +33.560.892 $ | +97,0 % | 1 | ||
| MAI Capital Management | → 0 | 58.742.631 $ | -12.976.365 $ | -18,1 % | 1 | 71.718.996 $ | -3.554.840 $ | -4,7 % | 1 | 75.273.836 $ | +1.255.240 $ | +1,7 % | 1 | 74.018.596 $ | -10.494.722 $ | -12,4 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 68.380.914 $ | -1.009.364 $ | -1,5 % | 1 | ||||||||||||||
| SCHWAB STRATEGIC TR | → 0 | 63.062.588 $ | +61.702.010 $ | +4.535,0 % | 1 | 56.478.013 $ | +34.039.081 $ | +151,7 % | 1 | 58.724.201 $ | +57.957.829 $ | +7.562,6 % | 1 | 57.404.192 $ | +56.608.575 $ | +7.115,1 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 54.764.852 $ | +4.961.357 $ | +10,0 % | 1 | 49.803.495 $ | -2.571.421 $ | -4,9 % | 1 | 52.374.916 $ | +2.559.358 $ | +5,1 % | 1 | 49.815.558 $ | +12.549.096 $ | +33,7 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 48.666.890 $ | +4.671.874 $ | +10,6 % | 1 | 48.688.063 $ | -1.145.402 $ | -2,3 % | 1 | 49.833.465 $ | +6.800.308 $ | +15,8 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 44.977.062 $ | +7.325.509 $ | +19,5 % | 1 | ||||||||||||
| 713.186.948 $ | +163.439.645 $ | +700,4 % | 7 | 576.686.640 $ | +83.032.395 $ | +893,9 % | 5 | 648.482.617 $ | +150.592.850 $ | +3.055,3 % | 6 | 690.400.843 $ | +118.930.079 $ | +1.036,4 % | 7 | ||||