| 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 | ||||
| 1.121.197.298 $ | +639.620.927 $ | +5.478,6 % | 6 | 967.026.959 $ | +469.781.903 $ | +6.037,6 % | 6 | 1.038.953.236 $ | +483.593.854 $ | +3.563,5 % | 7 | 937.404.991 $ | +388.175.740 $ | +2.468,9 % | 6 | ||||
| ISHARES TR | → 0 | 309.638.025 $ | +307.829.077 $ | +17.017,0 % | 1 | 263.701.373 $ | +262.214.812 $ | +17.639,0 % | 1 | 253.816.089 $ | +251.027.847 $ | +9.003,1 % | 1 | 239.395.825 $ | +188.667.950 $ | +371,9 % | 1 | ||
| iSHARES TRUST | → 0 | 298.196.987 $ | +48.123.382 $ | +19,2 % | 1 | 250.073.605 $ | +840.707 $ | +0,3 % | 1 | 249.232.898 $ | +6.201.411 $ | +2,6 % | 1 | 243.031.487 $ | -33.488.190 $ | -12,1 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 254.805.430 $ | +253.202.374 $ | +15.795,0 % | 1 | 225.161.219 $ | +223.957.373 $ | +18.603,5 % | 1 | 217.378.577 $ | +216.021.387 $ | +15.916,8 % | 1 | 201.518.113 $ | +200.129.045 $ | +14.407,4 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Neutral | 90.864.590 $ | +11.315.924 $ | +14,2 % | 1 | 79.548.666 $ | -13.359.085 $ | -14,4 % | 1 | 92.907.751 $ | -1.843.349 $ | -1,9 % | 1 | 94.751.100 $ | +12.600.835 $ | +15,3 % | 1 |
| VANGUARD GROUP INC | → 0 | 85.186.840 $ | +8.792.493 $ | +11,5 % | 1 | 76.394.347 $ | +6.710.245 $ | +9,6 % | 1 | 69.684.102 $ | +14.961.205 $ | +27,3 % | 1 | ||||||
| Apple Inc. | AAPL | → 0 | Neutral | 82.505.426 $ | +10.357.677 $ | +14,4 % | 1 | 72.147.749 $ | -10.582.149 $ | -12,8 % | 1 | 82.729.898 $ | +3.370.444 $ | +4,2 % | 1 | 79.359.454 $ | +15.803.958 $ | +24,9 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 73.203.921 $ | -6.145.091 $ | -7,7 % | 1 | 79.349.012 $ | +4.462.142 $ | +6,0 % | 1 | ||||||||
| 1.121.197.298 $ | +639.620.927 $ | +5.478,6 % | 6 | 967.026.959 $ | +469.781.903 $ | +6.037,6 % | 6 | 1.038.953.236 $ | +483.593.854 $ | +3.563,5 % | 7 | 937.404.991 $ | +388.175.740 $ | +2.468,9 % | 6 | ||||