| 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 | ||||
| 42.233.681.780 $ | +18.150.468.352 $ | +742.296,6 % | 9 | 38.015.407.279 $ | +17.160.437.157 $ | +208.364,9 % | 8 | 36.675.168.176 $ | +17.931.587.073 $ | +283.657,2 % | 8 | ||||
| VANGUARD TAX-MANAGED FDS | → 0 | 7.716.410.910 $ | +7.643.363.112 $ | +10.463,5 % | 1 | 7.757.214.167 $ | +7.752.140.446 $ | +152.790,0 % | 1 | 7.674.826.567 $ | +7.672.316.684 $ | +305.684,2 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 6.167.672.105 $ | +6.167.578.902 $ | +6.617.360,9 % | 1 | 5.960.273.367 $ | +5.957.490.855 $ | +214.104,8 % | 1 | 5.644.224.574 $ | +5.643.905.396 $ | +1.768.262,7 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 5.816.997.469 $ | +346.599.945 $ | +6,3 % | 1 | 5.470.397.524 $ | +181.584.153 $ | +3,4 % | 1 | 5.288.813.371 $ | +600.901.341 $ | +12,8 % | 1 | ||
| SEGALL BRYANT & HAMILL, LLC | → 0 | 5.767.441.697 $ | +348.619.263 $ | +6,4 % | 1 | 5.418.822.434 $ | +335.030.012 $ | +6,6 % | 1 | 5.083.792.422 $ | +526.006.562 $ | +11,5 % | 1 | ||
| iSHARES TRUST | → 0 | 4.591.257.859 $ | +465.394.665 $ | +11,3 % | 1 | 4.125.863.194 $ | -88.133.608 $ | -2,1 % | 1 | 4.213.996.802 $ | +101.172.373 $ | +2,5 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 4.156.865.424 $ | +582.013.077 $ | +16,3 % | 1 | 3.574.852.347 $ | +86.122.973 $ | +2,5 % | 1 | 3.488.729.374 $ | +196.200.956 $ | +6,0 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 3.078.370.726 $ | +3.472.653 $ | +0,1 % | 1 | 3.074.898.073 $ | +303.318.682 $ | +10,9 % | 1 | 2.771.579.391 $ | +683.162.585 $ | +32,7 % | 1 |
| SPDR SERIES TRUST | → 0 | 2.577.871.042 $ | +2.572.998.284 $ | +52.803,7 % | 1 | 2.633.086.173 $ | +2.632.883.644 $ | +1.300.003,3 % | 1 | 2.509.205.675 $ | +2.507.921.176 $ | +195.245,1 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Stark | 2.360.794.548 $ | +20.428.451 $ | +0,9 % | 1 | ||||||||
| 42.233.681.780 $ | +18.150.468.352 $ | +742.296,6 % | 9 | 38.015.407.279 $ | +17.160.437.157 $ | +208.364,9 % | 8 | 36.675.168.176 $ | +17.931.587.073 $ | +283.657,2 % | 8 | ||||