| 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 | ||||
| 6.547.776.859 $ | +3.017.646.204 $ | +104.626,0 % | 8 | 6.499.148.133 $ | +3.401.122.218 $ | +339.521,2 % | 10 | 5.736.077.199 $ | +2.712.666.912 $ | +1.390.783,5 % | 7 | ||||
| iSHARES TRUST | → 0 | 2.333.035.009 $ | -72.883.066 $ | -3,0 % | 1 | 2.405.918.075 $ | +104.645.376 $ | +4,5 % | 1 | 2.301.272.699 $ | +157.884.701 $ | +7,4 % | 1 | ||
| ISHARES TR | → 0 | 1.041.117.014 $ | +1.040.950.290 $ | +624.355,4 % | 1 | 1.016.414.281 $ | +1.014.398.086 $ | +50.312,5 % | 1 | 977.940.495 $ | +977.913.741 $ | +3.655.205,7 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 933.177.863 $ | +444.688.914 $ | +91,0 % | 1 | 848.463.372 $ | +848.434.250 $ | +2.913.379,1 % | 1 | 751.241.639 $ | +346.030.547 $ | +85,4 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 880.920.412 $ | +880.498.420 $ | +208.652,9 % | 1 | 800.201.942 $ | +799.910.849 $ | +274.795,6 % | 1 | 798.051.416 $ | +798.028.292 $ | +3.451.082,4 % | 1 | ||
| VANGUARD STAR FDS | → 0 | 488.488.949 $ | +475.540.446 $ | +3.672,6 % | 1 | 443.835.233 $ | +443.551.826 $ | +156.507,0 % | 1 | 405.211.092 $ | +405.195.680 $ | +2.629.092,1 % | 1 | ||
| Aon plc | AON | → 0 | Neutral | 317.639.641 $ | +221.092.931 $ | +229,0 % | 1 | ||||||||
| VANGUARD GROUP INC | → 0 | 283.929.030 $ | +16.105.890 $ | +6,0 % | 1 | 267.823.140 $ | +19.000.958 $ | +7,6 % | 1 | 248.822.182 $ | +18.731.575 $ | +8,1 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 269.468.941 $ | +11.652.379 $ | +4,5 % | 1 | 257.816.562 $ | +4.278.886 $ | +1,7 % | 1 | 253.537.676 $ | +8.882.376 $ | +3,6 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 161.124.349 $ | +93.672.547 $ | +138,9 % | 1 | ||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 160.550.723 $ | +47.842.790 $ | +42,4 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 137.000.456 $ | +25.386.650 $ | +22,7 % | 1 | ||||||||
| 6.547.776.859 $ | +3.017.646.204 $ | +104.626,0 % | 8 | 6.499.148.133 $ | +3.401.122.218 $ | +339.521,2 % | 10 | 5.736.077.199 $ | +2.712.666.912 $ | +1.390.783,5 % | 7 | ||||