| 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 | ||||
| 269.170.184 $ | +20.095.883 $ | +687,6 % | 9 | 260.187.130 $ | +56.123.798 $ | +1.059,9 % | 8 | 243.325.562 $ | +40.976.819 $ | +736,5 % | 8 | ||||
| VANGUARD GROUP INC | → 0 | 77.403.499 $ | +1.760.424 $ | +2,3 % | 1 | 75.643.075 $ | +3.742.824 $ | +5,2 % | 1 | 71.900.251 $ | +2.403.146 $ | +3,5 % | 1 | ||
| Ancora Advisors LLC | → 0 | 33.534.519 $ | +440.913 $ | +1,3 % | 1 | 33.093.606 $ | +1.605.348 $ | +5,1 % | 1 | 31.488.258 $ | +1.454.749 $ | +4,8 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 30.558.238 $ | -2.709.335 $ | -8,1 % | 1 | 33.267.573 $ | +4.596.426 $ | +16,0 % | 1 | 28.671.147 $ | +5.580.365 $ | +24,2 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 22.860.710 $ | -6.664.239 $ | -22,6 % | 1 | 29.524.949 $ | -1.527.484 $ | -4,9 % | 1 | 31.052.433 $ | +1.374.873 $ | +4,6 % | 1 |
| iSHARES TRUST | → 0 | 24.306.770 $ | +1.416.459 $ | +6,2 % | 1 | 22.890.311 $ | +1.235.457 $ | +5,7 % | 1 | 21.654.854 $ | +790.134 $ | +3,8 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 21.201.170 $ | -2.296.280 $ | -9,8 % | 1 | 23.497.450 $ | +5.358.151 $ | +29,5 % | 1 | 18.139.299 $ | +9.601.149 $ | +112,4 % | 1 |
| VANGUARD TAX-MANAGED FDS | → 0 | 22.149.764 $ | +21.795.665 $ | +6.155,2 % | 1 | 21.277.170 $ | +20.923.002 $ | +5.907,6 % | 1 | 20.299.282 $ | +19.951.647 $ | +5.739,3 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 21.241.675 $ | +248.679 $ | +1,2 % | 1 | 20.992.996 $ | +20.190.074 $ | +2.514,6 % | 1 | 20.120.038 $ | -179.244 $ | -0,9 % | 1 | ||
| Texas Pacific Land Corp | TPL | → 0 | Stark | 15.913.839 $ | +6.103.597 $ | +62,2 % | 1 | ||||||||
| 269.170.184 $ | +20.095.883 $ | +687,6 % | 9 | 260.187.130 $ | +56.123.798 $ | +1.059,9 % | 8 | 243.325.562 $ | +40.976.819 $ | +736,5 % | 8 | ||||