| 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 | ||||
| 31.806.916.383 $ | +7.741.564.211 $ | +27.346,6 % | 9 | 32.492.063.469 $ | +11.125.299.825 $ | +17.984,3 % | 9 | 26.015.957.057 $ | +10.650.313.447 $ | +58.504,8 % | 7 | ||||
| iSHARES TRUST | → 0 | 8.100.852.467 $ | +4.497.124 $ | +0,1 % | 1 | 8.096.355.343 $ | +673.423.316 $ | +9,1 % | 1 | 7.422.932.027 $ | +672.824.195 $ | +10,0 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Neutral | 4.565.165.224 $ | -188.008.209 $ | -4,0 % | 1 | 4.753.173.433 $ | +808.102.688 $ | +20,5 % | 1 | 3.945.070.745 $ | +942.769.385 $ | +31,4 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 4.490.324.073 $ | -204.458.785 $ | -4,4 % | 1 | 4.694.782.858 $ | +515.208.993 $ | +12,3 % | 1 | 4.179.573.865 $ | +953.230.595 $ | +29,5 % | 1 |
| ISHARES TR | → 0 | 4.170.602.408 $ | +4.167.814.348 $ | +149.488,0 % | 1 | 4.263.928.913 $ | +4.258.118.379 $ | +73.282,7 % | 1 | 4.079.276.549 $ | +4.078.190.770 $ | +375.600,4 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 2.141.583.426 $ | -458.027.165 $ | -17,6 % | 1 | 2.599.610.591 $ | +73.032.133 $ | +2,9 % | 1 | 2.526.578.458 $ | +185.179.289 $ | +7,9 % | 1 |
| VANGUARD TAX-MANAGED FDS | → 0 | 2.278.375.786 $ | +2.270.891.099 $ | +30.340,5 % | 1 | 2.061.428.417 $ | +2.018.835.691 $ | +4.739,9 % | 1 | 1.901.564.947 $ | +1.863.919.896 $ | +4.951,3 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 2.179.858.982 $ | +2.176.576.933 $ | +66.317,6 % | 1 | 2.114.908.763 $ | +2.112.386.506 $ | +83.749,9 % | 1 | 1.960.960.466 $ | +1.954.199.317 $ | +28.903,4 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 2.080.875.154 $ | -52.374.341 $ | -2,5 % | 1 | 2.133.249.495 $ | +557.195.328 $ | +35,4 % | 1 | ||||
| COZAD ASSET MANAGEMENT INC | → 0 | 1.799.278.863 $ | +24.653.207 $ | +1,4 % | 1 | 1.774.625.656 $ | +108.996.791 $ | +6,5 % | 1 | ||||||
| 31.806.916.383 $ | +7.741.564.211 $ | +27.346,6 % | 9 | 32.492.063.469 $ | +11.125.299.825 $ | +17.984,3 % | 9 | 26.015.957.057 $ | +10.650.313.447 $ | +58.504,8 % | 7 | ||||