| Aktie | Ticker | Breite | GCS | 2025/Q3 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 445.173.874 $ | +18.930.206 $ | +4,9 % | 10 | ||||
| iSHARES TRUST | → 0 | 121.317.966 $ | +7.372.145 $ | +6,5 % | 1 | ||
| SCHWAB STRATEGIC TRUST | → 0 | 103.231.947 $ | +3.142.866 $ | +3,1 % | 1 | ||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 82.959.090 $ | +3.494.621 $ | +4,4 % | 1 | ||
| TRUIST FINANCIAL CORP | TFC | → 0 | Sehr stark | 73.521.932 $ | +1.895.547 $ | +2,6 % | 1 |
| VANGUARD GROUP INC | → 0 | 30.949.444 $ | +930.370 $ | +3,1 % | 1 | ||
| SPDR SERIES TRUST | → 0 | 21.673.408 $ | +1.445.008 $ | +7,1 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 5.673.938 $ | +185.192 $ | +3,4 % | 1 | ||
| BlackRock Finance, Inc. | → 0 | 2.945.101 $ | +456.347 $ | +18,3 % | 1 | ||
| CABOT CORP | CBT | → 0 | Neutral | 1.899.653 $ | +2.678 $ | +0,1 % | 1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | → 0 | 1.001.395 $ | +5.432 $ | +0,5 % | 1 | ||
| 445.173.874 $ | +18.930.206 $ | +4,9 % | 10 | ||||