| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 864.090.868 $ | +409.311.851 $ | +14.496,0 % | 7 | 695.764.329 $ | +251.329.853 $ | +3.359,7 % | 6 | 667.419.769 $ | +112.053.683 $ | +589,3 % | 6 | 732.810.184 $ | +303.645.510 $ | +13.589,0 % | 6 | ||||
| SCHWAB STRATEGIC TR | → 0 | 207.513.882 $ | +207.293.401 $ | +94.018,7 % | 1 | 173.219.506 $ | +156.206.551 $ | +918,2 % | 1 | 155.424.250 $ | +70.395.498 $ | +82,8 % | 1 | 163.874.668 $ | +163.672.277 $ | +80.869,3 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 172.506.282 $ | +20.691.628 $ | +13,6 % | 1 | 151.814.654 $ | +6.605.802 $ | +4,5 % | 1 | 145.208.852 $ | -11.246.697 $ | -7,2 % | 1 | 156.455.549 $ | +19.811.454 $ | +14,5 % | 1 | ||
| iSHARES TRUST | → 0 | 96.487.108 $ | -9.921.409 $ | -9,3 % | 1 | 106.408.517 $ | +64.050 $ | +0,1 % | 1 | 106.344.467 $ | -20.129.846 $ | -15,9 % | 1 | 126.474.313 $ | +13.492.107 $ | +11,9 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 116.269.678 $ | +17.299.242 $ | +17,5 % | 1 | 98.970.436 $ | -2.533.013 $ | -2,5 % | 1 | 101.503.449 $ | -11.033.142 $ | -9,8 % | 1 | 112.536.591 $ | +21.527.153 $ | +23,7 % | 1 |
| ISHARES TR | → 0 | 102.287.157 $ | +83.419.583 $ | +442,1 % | 1 | 87.919.266 $ | +87.464.512 $ | +19.233,4 % | 1 | 85.028.752 $ | +82.656.339 $ | +3.484,1 % | 1 | 95.337.723 $ | +81.910.777 $ | +610,0 % | 1 | ||
| Ancora Advisors LLC | → 0 | 93.719.179 $ | +16.287.229 $ | +21,0 % | 1 | 77.431.950 $ | +3.521.951 $ | +4,8 % | 1 | 73.909.999 $ | +1.411.531 $ | +1,9 % | 1 | ||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 78.131.340 $ | +3.231.742 $ | +4,3 % | 1 | ||||||||||||
| SPDR SERIES TRUST | → 0 | 75.307.582 $ | +74.242.177 $ | +6.968,4 % | 1 | ||||||||||||||
| 864.090.868 $ | +409.311.851 $ | +14.496,0 % | 7 | 695.764.329 $ | +251.329.853 $ | +3.359,7 % | 6 | 667.419.769 $ | +112.053.683 $ | +589,3 % | 6 | 732.810.184 $ | +303.645.510 $ | +13.589,0 % | 6 | ||||