| 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 | ||||
| 253.433.073 $ | +34.322.480 $ | +1.952,4 % | 7 | 214.204.606 $ | +35.663.298 $ | +32,3 % | 6 | 212.907.592 $ | +37.043.915 $ | +2.153,5 % | 6 | 208.568.764 $ | +50.380.890 $ | +86,6 % | 6 | ||||
| iSHARES TRUST | → 0 | 91.339.510 $ | +12.394.649 $ | +15,7 % | 1 | 78.944.861 $ | +6.018.930 $ | +8,3 % | 1 | 72.925.931 $ | +7.786.104 $ | +12,0 % | 1 | 65.139.827 $ | +13.923.530 $ | +27,2 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 39.039.075 $ | +38.756.063 $ | +13.694,1 % | 1 | 33.855.444 $ | +17.054.922 $ | +101,5 % | 1 | 33.768.111 $ | +33.508.731 $ | +12.918,8 % | 1 | 33.254.551 $ | +24.419.010 $ | +276,4 % | 1 | ||
| VANGUARD STAR FDS | → 0 | 37.938.012 $ | -1.101.063 $ | -2,8 % | 1 | 34.416.100 $ | +17.267.555 $ | +100,7 % | 1 | 34.547.240 $ | +779.129 $ | +2,3 % | 1 | 33.478.027 $ | +23.583.113 $ | +238,3 % | 1 | ||
| Ancora Advisors LLC | → 0 | 22.999.266 $ | -3.915.429 $ | -14,5 % | 1 | 26.914.695 $ | -3.483.041 $ | -11,5 % | 1 | 30.397.736 $ | -5.827.168 $ | -16,1 % | 1 | 36.224.904 $ | -12.144.566 $ | -25,1 % | 1 | ||
| UNION PACIFIC CORP | UNP | → 0 | Neutral | 22.271.632 $ | +1.661.791 $ | +8,1 % | 1 | 20.609.841 $ | +945.096 $ | +4,8 % | 1 | 19.664.745 $ | -407.559 $ | -2,0 % | 1 | 20.072.304 $ | +539.202 $ | +2,8 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 22.222.822 $ | +2.759.157 $ | +14,2 % | 1 | 19.463.665 $ | -2.140.164 $ | -9,9 % | 1 | 21.603.829 $ | +1.204.678 $ | +5,9 % | 1 | 20.399.151 $ | +60.601 $ | +0,3 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 17.622.756 $ | -16.232.688 $ | -47,9 % | 1 | ||||||||||||||
| 253.433.073 $ | +34.322.480 $ | +1.952,4 % | 7 | 214.204.606 $ | +35.663.298 $ | +32,3 % | 6 | 212.907.592 $ | +37.043.915 $ | +2.153,5 % | 6 | 208.568.764 $ | +50.380.890 $ | +86,6 % | 6 | ||||