| 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 | ||||
| 3.282.912.169 $ | +2.178.098.717 $ | +9.655,8 % | 10 | 2.712.382.381 $ | +1.769.943.008 $ | +29.294,2 % | 8 | 2.505.411.480 $ | +1.611.127.182 $ | +28.961,5 % | 7 | ||||
| SCHWAB STRATEGIC TR | → 0 | 1.191.181.964 $ | +1.137.079.954 $ | +2.101,7 % | 1 | 1.106.981.402 $ | +1.084.857.467 $ | +4.903,5 % | 1 | 1.080.212.569 $ | +1.079.673.408 $ | +200.250,7 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 914.334.975 $ | +135.388.962 $ | +17,4 % | 1 | 778.946.013 $ | +47.809.398 $ | +6,5 % | 1 | 731.136.615 $ | +49.695.322 $ | +7,3 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 553.921.275 $ | +553.152.786 $ | +71.979,3 % | 1 | 523.238.313 $ | +522.994.995 $ | +214.943,0 % | 1 | 464.270.579 $ | +417.316.859 $ | +888,8 % | 1 | ||
| VANGUARD MUN BD FDS | → 0 | 272.565.793 $ | +266.457.970 $ | +4.362,6 % | 1 | 60.287.917 $ | +59.851.371 $ | +13.710,2 % | 1 | ||||||
| Apple Inc. | AAPL | → 0 | Neutral | 98.361.208 $ | +4.234.098 $ | +4,5 % | 1 | 94.127.110 $ | +7.496.777 $ | +8,7 % | 1 | 86.630.333 $ | +16.895.502 $ | +24,2 % | 1 |
| ISHARES TR | → 0 | 54.102.010 $ | +53.803.483 $ | +18.023,0 % | 1 | 49.554.680 $ | +43.893.718 $ | +775,4 % | 1 | 46.953.720 $ | +44.109.208 $ | +1.550,7 % | 1 | ||
| Invesco Exchange-Traded Self-Indexed Fund Trust | → 0 | 50.112.177 $ | +824.167 $ | +1,7 % | 1 | 49.288.010 $ | +353.258 $ | +0,7 % | 1 | 48.934.752 $ | -1.523.519 $ | -3,0 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Stark | 49.964.370 $ | +10.082.590 $ | +25,3 % | 1 | ||||||||
| COZAD ASSET MANAGEMENT INC | → 0 | 49.958.936 $ | +2.686.024 $ | +5,7 % | 1 | 47.272.912 $ | +4.960.402 $ | +11,7 % | 1 | ||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 49.684.547 $ | +11.004.712 $ | +28,5 % | 1 | ||||||||
| iSHARES TRUST | → 0 | 48.683.850 $ | +6.069.995 $ | +14,2 % | 1 | ||||||||||
| 3.282.912.169 $ | +2.178.098.717 $ | +9.655,8 % | 10 | 2.712.382.381 $ | +1.769.943.008 $ | +29.294,2 % | 8 | 2.505.411.480 $ | +1.611.127.182 $ | +28.961,5 % | 7 | ||||