| 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 | ||||
| 19.638.065.987 $ | +5.205.657.086 $ | +2.599,4 % | 9 | 18.422.613.551 $ | +5.858.687.975 $ | +115.815,8 % | 9 | 14.745.296.692 $ | +4.219.922.100 $ | +854,0 % | 7 | ||||
| iSHARES TRUST | → 0 | 7.587.065.465 $ | +235.491.926 $ | +3,2 % | 1 | 7.351.573.539 $ | +846.513.047 $ | +13,0 % | 1 | 6.505.060.492 $ | +774.699.740 $ | +13,5 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 2.071.439.538 $ | +2.039.494.172 $ | +6.384,3 % | 1 | 1.884.496.350 $ | +1.884.164.740 $ | +568.186,9 % | 1 | 1.710.159.974 $ | +1.679.694.808 $ | +5.513,5 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 1.983.208.845 $ | +201.409.361 $ | +11,3 % | 1 | 1.781.799.484 $ | +213.860.714 $ | +13,6 % | 1 | 1.567.938.770 $ | +311.007.988 $ | +24,7 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 1.724.804.121 $ | +1.391.535.589 $ | +417,5 % | 1 | 1.517.849.398 $ | +1.515.990.816 $ | +81.567,1 % | 1 | 1.305.399.670 $ | +1.035.490.612 $ | +383,6 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Neutral | 1.432.863.252 $ | +250.755.737 $ | +21,2 % | 1 | 1.182.107.515 $ | +62.410.504 $ | +5,6 % | 1 | 1.119.697.011 $ | +238.453.644 $ | +27,1 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 1.350.148.139 $ | +86.448.334 $ | +6,8 % | 1 | 1.263.699.805 $ | +72.396.068 $ | +6,1 % | 1 | 1.191.303.737 $ | +109.509.549 $ | +10,1 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 1.245.084.356 $ | -94.837.306 $ | -7,1 % | 1 | 1.339.921.662 $ | -5.815.376 $ | -0,4 % | 1 | 1.345.737.038 $ | +71.065.759 $ | +5,6 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 1.267.790.989 $ | +125.559.087 $ | +11,0 % | 1 | 1.142.231.902 $ | +310.477.810 $ | +37,3 % | 1 | ||||
| ISHARES TR | → 0 | 975.661.282 $ | +969.800.186 $ | +16.546,4 % | 1 | 958.933.896 $ | +958.689.652 $ | +392.513,1 % | 1 | ||||||
| 19.638.065.987 $ | +5.205.657.086 $ | +2.599,4 % | 9 | 18.422.613.551 $ | +5.858.687.975 $ | +115.815,8 % | 9 | 14.745.296.692 $ | +4.219.922.100 $ | +854,0 % | 7 | ||||