| 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 | ||||
| 493.284.819 $ | +147.489.341 $ | +6.092,2 % | 6 | 606.724.202 $ | +136.998.995 $ | +5.177,4 % | 10 | 570.157.160 $ | +55.822.994 $ | +28,0 % | 9 | ||||
| iSHARES TRUST | → 0 | 216.267.439 $ | +8.381.597 $ | +4,0 % | 1 | 207.885.842 $ | +7.392.711 $ | +3,7 % | 1 | 200.493.131 $ | +8.801.296 $ | +4,6 % | 1 | ||
| NETFLIX INC | NFLX | → 0 | Stark | 62.317.978 $ | +786.581 $ | +1,3 % | 1 | 61.531.397 $ | -18.015.746 $ | -22,6 % | 1 | 79.547.143 $ | -9.298.776 $ | -10,5 % | 1 |
| ISHARES TR | → 0 | 73.334.396 $ | +72.743.598 $ | +12.312,8 % | 1 | 74.705.972 $ | +74.450.631 $ | +29.157,3 % | 1 | 68.621.492 $ | +44.470.132 $ | +184,1 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 72.275.698 $ | +71.978.898 $ | +24.251,7 % | 1 | 63.220.921 $ | +62.942.410 $ | +22.599,6 % | 1 | 57.717.426 $ | -10.904.066 $ | -15,9 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 30.629.324 $ | -8.034.130 $ | -20,8 % | 1 | 38.663.454 $ | +5.043.607 $ | +15,0 % | 1 | 33.619.847 $ | +6.928.551 $ | +26,0 % | 1 |
| SPDR GOLD TRUST | GLD | → 0 | 38.459.984 $ | +1.632.797 $ | +4,4 % | 1 | 36.827.187 $ | +4.592.384 $ | +14,2 % | 1 | 32.234.803 $ | +6.358.332 $ | +24,6 % | 1 | |
| NVIDIA CORP | NVDA | → 0 | Neutral | 34.896.307 $ | +369.445 $ | +1,1 % | 1 | 34.526.862 $ | +9.561.420 $ | +38,3 % | 1 | ||||
| COZAD ASSET MANAGEMENT INC | → 0 | 29.919.999 $ | -3.579.421 $ | -10,7 % | 1 | 33.499.420 $ | -1.352.028 $ | -3,9 % | 1 | ||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 31.313.164 $ | +5.940.051 $ | +23,4 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 27.759.959 $ | -2.137.077 $ | -7,1 % | 1 | 29.897.036 $ | +1.258.133 $ | +4,4 % | 1 | ||||
| 493.284.819 $ | +147.489.341 $ | +6.092,2 % | 6 | 606.724.202 $ | +136.998.995 $ | +5.177,4 % | 10 | 570.157.160 $ | +55.822.994 $ | +28,0 % | 9 | ||||