| 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 | ||||
| 545.899.272 $ | +310.133.684 $ | +11.153,0 % | 9 | 377.226.412 $ | +191.725.088 $ | +5.357,7 % | 6 | 344.758.071 $ | +176.757.946 $ | +9.068,4 % | 5 | 327.184.242 $ | +180.147.556 $ | +15.558,7 % | 5 | ||||
| SCHWAB STRATEGIC TR | → 0 | 140.283.467 $ | +139.987.609 $ | +47.315,8 % | 1 | 119.662.385 $ | +115.304.218 $ | +2.645,7 % | 1 | 124.685.320 $ | +124.393.075 $ | +42.564,7 % | 1 | 122.059.448 $ | +121.852.124 $ | +58.773,8 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 91.375.445 $ | +13.937.428 $ | +18,0 % | 1 | 77.438.017 $ | +4.523.475 $ | +6,2 % | 1 | 72.914.542 $ | +6.017.423 $ | +9,0 % | 1 | 66.897.119 $ | +8.542.915 $ | +14,6 % | 1 | ||
| iSHARES TRUST | → 0 | 64.328.685 $ | +3.369.011 $ | +5,5 % | 1 | 60.959.674 $ | -742.086 $ | -1,2 % | 1 | 61.701.760 $ | +4.366.812 $ | +7,6 % | 1 | 57.334.948 $ | +3.191.661 $ | +5,9 % | 1 | ||
| ISHARES TR | → 0 | 50.261.086 $ | +50.018.500 $ | +20.618,9 % | 1 | 40.555.817 $ | +40.407.569 $ | +27.256,7 % | 1 | 40.626.508 $ | +39.203.126 $ | +2.754,2 % | 1 | 38.840.296 $ | +38.636.686 $ | +18.975,8 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 48.494.277 $ | +6.192.456 $ | +14,6 % | 1 | 42.301.821 $ | -2.528.120 $ | -5,6 % | 1 | 44.829.941 $ | +2.777.510 $ | +6,6 % | 1 | 42.052.431 $ | +7.924.170 $ | +23,2 % | 1 |
| FIRST TR EXCHANGE-TRADED FD | → 0 | 39.567.154 $ | +39.304.031 $ | +14.937,5 % | 1 | ||||||||||||||
| SPDR SERIES TRUST | → 0 | 39.199.196 $ | +5.918.642 $ | +17,8 % | 1 | ||||||||||||||
| FIDELITY MERRIMACK STR TR | → 0 | 38.460.509 $ | +38.240.551 $ | +17.385,4 % | 1 | 36.308.698 $ | +34.760.032 $ | +2.244,5 % | 1 | ||||||||||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 33.929.453 $ | +13.165.456 $ | +63,4 % | 1 | ||||||||||||||
| 545.899.272 $ | +310.133.684 $ | +11.153,0 % | 9 | 377.226.412 $ | +191.725.088 $ | +5.357,7 % | 6 | 344.758.071 $ | +176.757.946 $ | +9.068,4 % | 5 | 327.184.242 $ | +180.147.556 $ | +15.558,7 % | 5 | ||||