| 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 | ||||
| 596.767.306 $ | +242.438.231 $ | +102.853,7 % | 8 | 579.760.389 $ | +162.406.154 $ | +2.687.913,5 % | 9 | 524.665.837 $ | +278.608.042 $ | +63.126,4 % | 8 | ||||
| EXXON MOBIL CORP | XOM | → 0 | Stark | 229.290.875 $ | +64.638.355 $ | +39,3 % | 1 | 164.652.520 $ | +12.460.407 $ | +8,2 % | 1 | 152.192.113 $ | +65.611.350 $ | +75,8 % | 1 |
| ISHARES TR | → 0 | 83.294.853 $ | +83.182.464 $ | +74.013,0 % | 1 | 84.424.203 $ | +84.423.854 $ | +24.190.216,0 % | 1 | 84.307.859 $ | +84.102.360 $ | +40.925,9 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 67.261.627 $ | +67.162.758 $ | +67.931,1 % | 1 | 65.773.795 $ | +26.951.871 $ | +69,4 % | 1 | 62.985.421 $ | +62.095.523 $ | +6.977,8 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Neutral | 52.251.486 $ | -10.746.941 $ | -17,1 % | 1 | 62.998.427 $ | +286.005 $ | +0,5 % | 1 | 62.712.422 $ | +15.598.617 $ | +33,1 % | 1 |
| iSHARES TRUST | → 0 | 46.731.290 $ | +825.034 $ | +1,8 % | 1 | 45.906.256 $ | +904.274 $ | +2,0 % | 1 | 45.001.982 $ | -7.433.747 $ | -14,2 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 42.079.242 $ | +3.065.829 $ | +7,9 % | 1 | 39.013.413 $ | +3.695.853 $ | +10,5 % | 1 | ||||||
| FIRST TRUST EXCHANGE-TRADED FUND VIII | → 0 | 38.936.302 $ | -2.605.477 $ | -6,3 % | 1 | 41.541.779 $ | +723.187 $ | +1,8 % | 1 | 40.818.592 $ | +11.663.609 $ | +40,0 % | 1 | ||
| INNOVATOR ETFS TRUST | → 0 | 36.921.631 $ | +36.916.209 $ | +680.859,6 % | 1 | 38.821.924 $ | +35.008.989 $ | +918,2 % | 1 | 37.971.090 $ | +37.962.782 $ | +456.942,5 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 36.628.072 $ | -2.048.286 $ | -5,3 % | 1 | 38.676.358 $ | +9.007.548 $ | +30,4 % | 1 | ||||
| 596.767.306 $ | +242.438.231 $ | +102.853,7 % | 8 | 579.760.389 $ | +162.406.154 $ | +2.687.913,5 % | 9 | 524.665.837 $ | +278.608.042 $ | +63.126,4 % | 8 | ||||