| 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 | ||||
| 395.137.373 $ | +125.113.124 $ | +13.512,4 % | 7 | 330.486.040 $ | +101.308.566 $ | +4.525,3 % | 6 | 352.754.698 $ | +131.855.923 $ | +105.744,1 % | 7 | 283.561.983 $ | +83.909.654 $ | +242.855,6 % | 5 | ||||
| COZAD ASSET MANAGEMENT INC | → 0 | 103.084.842 $ | +2.489.442 $ | +2,5 % | 1 | 100.595.400 $ | +3.244.904 $ | +3,3 % | 1 | 97.350.496 $ | +8.302.356 $ | +9,3 % | 1 | 89.048.140 $ | +9.176.777 $ | +11,5 % | 1 | ||
| iSHARES TRUST | → 0 | 75.658.555 $ | +3.619.334 $ | +5,0 % | 1 | 72.039.221 $ | +2.451.759 $ | +3,5 % | 1 | 69.587.462 $ | +1.226.740 $ | +1,8 % | 1 | 68.360.722 $ | +48.932 $ | +0,1 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 70.904.768 $ | +70.771.316 $ | +53.031,3 % | 1 | 64.845.805 $ | +63.981.217 $ | +7.400,2 % | 1 | 62.959.298 $ | +62.462.590 $ | +12.575,3 % | 1 | 64.128.343 $ | +64.123.062 $ | +1.214.222,0 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 38.559.758 $ | +7.178.313 $ | +22,9 % | 1 | 31.381.445 $ | +2.765.037 $ | +9,7 % | 1 | ||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 37.710.360 $ | +7.753.153 $ | +25,9 % | 1 | 29.957.207 $ | -2.641.727 $ | -8,1 % | 1 | 32.598.934 $ | +2.604.871 $ | +8,7 % | 1 | 29.994.063 $ | +7.853.149 $ | +35,5 % | 1 |
| VANGUARD TAX-MANAGED FDS | → 0 | 35.831.403 $ | +35.745.282 $ | +41.505,9 % | 1 | 31.666.962 $ | +31.507.376 $ | +19.743,2 % | 1 | 29.609.797 $ | +29.605.711 $ | +724.564,6 % | 1 | ||||||
| ISHARES TR | → 0 | 33.387.687 $ | -2.443.716 $ | -6,8 % | 1 | 30.417.543 $ | +29.453.202 $ | +3.054,2 % | 1 | ||||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 30.231.168 $ | -1.799.547 $ | -5,6 % | 1 | 32.030.715 $ | +2.707.734 $ | +9,2 % | 1 | ||||||||
| 395.137.373 $ | +125.113.124 $ | +13.512,4 % | 7 | 330.486.040 $ | +101.308.566 $ | +4.525,3 % | 6 | 352.754.698 $ | +131.855.923 $ | +105.744,1 % | 7 | 283.561.983 $ | +83.909.654 $ | +242.855,6 % | 5 | ||||