| 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 | ||||
| 1.826.185.709 $ | +489.472.571 $ | +691,6 % | 9 | 1.731.334.037 $ | +756.863.755 $ | +3.529,9 % | 8 | 1.594.759.827 $ | +743.087.748 $ | +29.789,5 % | 8 | ||||
| ISHARES TR | → 0 | 492.763.740 $ | +393.160.733 $ | +394,7 % | 1 | 463.822.207 $ | +367.359.849 $ | +380,8 % | 1 | 431.129.314 $ | +430.912.733 $ | +198.961,5 % | 1 | ||
| BlackRock Fund Advisors | → 0 | 423.522.381 $ | +12.323.447 $ | +3,0 % | 1 | 411.198.934 $ | +30.434.648 $ | +8,0 % | 1 | 380.764.286 $ | +33.231.469 $ | +9,6 % | 1 | ||
| iSHARES TRUST | → 0 | 294.600.321 $ | +8.263.262 $ | +2,9 % | 1 | 286.337.059 $ | +11.146.279 $ | +4,1 % | 1 | 275.190.780 $ | +20.715.365 $ | +8,1 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 165.924.412 $ | +13.165.641 $ | +8,6 % | 1 | 152.758.771 $ | +13.368.495 $ | +9,6 % | 1 | 139.390.276 $ | +11.690.377 $ | +9,2 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 143.226.106 $ | +140.831.682 $ | +5.881,7 % | 1 | 141.145.889 $ | +131.102.471 $ | +1.305,4 % | 1 | 138.517.048 $ | +138.128.198 $ | +35.522,2 % | 1 | ||
| PATHWARD FINANCIAL, INC. | CASH | → 0 | Stark | 65.928.570 $ | -34.208.561 $ | -34,2 % | 1 | 100.137.131 $ | +100.137.131 $ | 1 | |||||
| VANGUARD TAX-MANAGED FDS | → 0 | 99.603.007 $ | -41.542.882 $ | -29,4 % | 1 | 96.462.358 $ | +96.044.622 $ | +22.991,7 % | 1 | 93.533.286 $ | +91.119.897 $ | +3.775,6 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 76.611.905 $ | -2.859.783 $ | -3,6 % | 1 | 79.471.688 $ | +7.270.260 $ | +10,1 % | 1 | 72.201.428 $ | +14.949.825 $ | +26,1 % | 1 |
| SPDR SERIES TRUST | → 0 | 64.005.267 $ | +339.032 $ | +0,5 % | 1 | 64.033.409 $ | +2.339.884 $ | +3,8 % | 1 | ||||||
| 1.826.185.709 $ | +489.472.571 $ | +691,6 % | 9 | 1.731.334.037 $ | +756.863.755 $ | +3.529,9 % | 8 | 1.594.759.827 $ | +743.087.748 $ | +29.789,5 % | 8 | ||||