| 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 | ||||
| 23.346.128.985 $ | +5.813.673.891 $ | +137.328,8 % | 10 | 20.276.423.902 $ | +5.854.849.540 $ | +332.789,8 % | 8 | 16.935.395.163 $ | +5.496.047.850 $ | +7.651,2 % | 7 | ||||
| iSHARES TRUST | → 0 | 6.388.859.765 $ | +436.259.913 $ | +7,3 % | 1 | 5.952.599.852 $ | +707.463.353 $ | +13,5 % | 1 | 5.245.136.499 $ | +364.304.938 $ | +7,5 % | 1 | ||
| ISHARES TR | → 0 | 2.638.130.817 $ | +2.637.923.265 $ | +1.270.969,8 % | 1 | 2.234.986.656 $ | +2.228.163.653 $ | +32.656,6 % | 1 | 2.006.428.863 $ | +2.000.507.774 $ | +33.786,1 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 2.399.674.105 $ | -80.076.861 $ | -3,2 % | 1 | 2.479.750.966 $ | +256.588.297 $ | +11,5 % | 1 | 2.223.162.669 $ | +415.143.753 $ | +23,0 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 2.283.086.839 $ | -65.993.741 $ | -2,8 % | 1 | 2.349.080.580 $ | +172.546.630 $ | +7,9 % | 1 | 2.176.533.950 $ | +460.172.499 $ | +26,8 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 1.993.704.451 $ | -157.978.395 $ | -7,3 % | 1 | 2.151.682.846 $ | +529.998.796 $ | +32,7 % | 1 | 1.621.684.050 $ | +438.515.017 $ | +37,1 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 1.522.244.550 $ | -317.128.060 $ | -17,2 % | 1 | 1.839.372.610 $ | -57.902.741 $ | -3,1 % | 1 | 1.897.275.351 $ | +61.156.470 $ | +3,3 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 1.727.953.535 $ | +1.724.205.772 $ | +46.006,3 % | 1 | 1.754.232.172 $ | +1.754.165.463 $ | +2.629.578,4 % | 1 | 1.765.173.781 $ | +1.756.247.399 $ | +19.674,8 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 1.706.541.030 $ | +191.822.810 $ | +12,7 % | 1 | 1.514.718.220 $ | +263.826.089 $ | +21,1 % | 1 | ||||||
| VANGUARD GROUP INC | → 0 | 1.376.363.438 $ | +137.390.214 $ | +11,1 % | 1 | ||||||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 1.309.570.455 $ | +1.307.248.974 $ | +56.311,0 % | 1 | ||||||||||
| 23.346.128.985 $ | +5.813.673.891 $ | +137.328,8 % | 10 | 20.276.423.902 $ | +5.854.849.540 $ | +332.789,8 % | 8 | 16.935.395.163 $ | +5.496.047.850 $ | +7.651,2 % | 7 | ||||