| 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 | ||||
| 4.832.476.832 $ | +1.600.544.612 $ | +3.663,8 % | 10 | 4.410.982.792 $ | +1.699.375.075 $ | +1.841,0 % | 9 | 3.311.603.007 $ | +1.242.249.150 $ | +7.792,3 % | 6 | ||||
| iSHARES TRUST | → 0 | 1.481.789.206 $ | +72.185.326 $ | +5,1 % | 1 | 1.409.603.880 $ | +82.279.782 $ | +6,2 % | 1 | 1.327.324.098 $ | +83.029.943 $ | +6,7 % | 1 | ||
| ISHARES TR | → 0 | 732.775.975 $ | +617.514.155 $ | +535,7 % | 1 | 794.413.228 $ | +770.438.614 $ | +3.213,6 % | 1 | 656.202.243 $ | +652.492.544 $ | +17.588,8 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 552.032.155 $ | +550.308.734 $ | +31.931,2 % | 1 | 405.975.012 $ | +402.861.302 $ | +12.938,3 % | 1 | 388.682.655 $ | +387.351.805 $ | +29.105,6 % | 1 | ||
| SPDR SERIES TRUST | → 0 | 521.236.878 $ | +45.467.067 $ | +9,6 % | 1 | 475.769.811 $ | +50.958.436 $ | +12,0 % | 1 | 424.811.375 $ | +32.275.653 $ | +8,2 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 324.784.448 $ | -1.720.973 $ | -0,5 % | 1 | 326.505.421 $ | +76.722.988 $ | +30,7 % | 1 | 249.782.433 $ | +65.024.213 $ | +35,2 % | 1 |
| CIBC Private Wealth Group LLC | → 0 | 255.846.701 $ | -20.931.810 $ | -7,6 % | 1 | 276.778.511 $ | +11.978.308 $ | +4,5 % | 1 | 264.800.203 $ | +22.074.992 $ | +9,1 % | 1 | ||
| VANGUARD SPECIALIZED FUNDS | → 0 | 269.732.953 $ | +263.350.247 $ | +4.126,0 % | 1 | 267.387.020 $ | +201.405.728 $ | +305,2 % | 1 | ||||||
| COZAD ASSET MANAGEMENT INC | → 0 | 235.868.450 $ | +52.966.992 $ | +29,0 % | 1 | ||||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 231.676.013 $ | +6.801.627 $ | +3,0 % | 1 | 224.874.386 $ | +49.157.206 $ | +28,0 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 229.675.523 $ | +53.572.711 $ | +30,4 % | 1 | ||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 226.734.053 $ | +14.603.247 $ | +6,9 % | 1 | ||||||||
| 4.832.476.832 $ | +1.600.544.612 $ | +3.663,8 % | 10 | 4.410.982.792 $ | +1.699.375.075 $ | +1.841,0 % | 9 | 3.311.603.007 $ | +1.242.249.150 $ | +7.792,3 % | 6 | ||||