| 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 | ||||
| 747.378.246 $ | +499.663.340 $ | +265.373,8 % | 7 | 621.382.098 $ | +371.133.550 $ | +509.901,9 % | 6 | 626.905.812 $ | +386.138.903 $ | +381.896,1 % | 6 | 607.306.644 $ | +239.249.979 $ | +29.729,8 % | 6 | ||||
| ISHARES TR | → 0 | 240.884.757 $ | +240.355.865 $ | +45.445,2 % | 1 | 212.743.536 $ | +212.401.479 $ | +62.095,3 % | 1 | 213.203.239 $ | +212.876.388 $ | +65.129,5 % | 1 | 209.259.680 $ | +51.645.502 $ | +32,8 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 181.264.914 $ | +181.188.445 $ | +236.943,7 % | 1 | 161.531.263 $ | +161.525.874 $ | +2.997.325,6 % | 1 | 161.898.001 $ | +161.890.729 $ | +2.226.220,1 % | 1 | 157.614.178 $ | +157.525.813 $ | +178.267,2 % | 1 | ||
| SPDR SERIES TRUST | → 0 | 154.484.104 $ | +23.933.426 $ | +18,3 % | 1 | 130.550.678 $ | +2.339.821 $ | +1,8 % | 1 | 128.210.857 $ | +2.615.465 $ | +2,1 % | 1 | 125.595.392 $ | +9.975.750 $ | +8,6 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 52.222.755 $ | +10.304.006 $ | +24,6 % | 1 | 41.918.749 $ | -2.351.798 $ | -5,3 % | 1 | 44.270.547 $ | +9.567.480 $ | +27,6 % | 1 | 34.703.067 $ | +9.644.333 $ | +38,5 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 46.952.100 $ | +5.762.399 $ | +14,0 % | 1 | 41.189.701 $ | -3.143.300 $ | -7,1 % | 1 | 44.333.001 $ | +1.831.669 $ | +4,3 % | 1 | 42.501.332 $ | +9.652.711 $ | +29,4 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 34.990.167 $ | -2.642.828 $ | -7,0 % | 1 | 37.632.995 $ | +805.870 $ | +2,2 % | 1 | ||||||||
| iSHARES TRUST | → 0 | 36.189.221 $ | +2.741.050 $ | +8,2 % | 1 | 33.448.171 $ | +361.474 $ | +1,1 % | 1 | ||||||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 35.380.395 $ | +35.378.149 $ | +1.575.162,5 % | 1 | ||||||||||||||
| 747.378.246 $ | +499.663.340 $ | +265.373,8 % | 7 | 621.382.098 $ | +371.133.550 $ | +509.901,9 % | 6 | 626.905.812 $ | +386.138.903 $ | +381.896,1 % | 6 | 607.306.644 $ | +239.249.979 $ | +29.729,8 % | 6 | ||||