| 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 | ||||
| 18.221.056.975 $ | +3.922.541.064 $ | +813,1 % | 9 | 18.131.480.595 $ | +5.921.897.012 $ | +143.466,5 % | 8 | 16.960.376.303 $ | +5.241.943.466 $ | +8.418,3 % | 8 | ||||
| ISHARES TR | → 0 | 3.719.283.626 $ | +3.634.081.683 $ | +4.265,3 % | 1 | 3.743.979.131 $ | +3.743.647.422 $ | +1.128.593,9 % | 1 | 3.603.104.691 $ | +3.597.754.906 $ | +67.250,5 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 2.140.588.829 $ | -593.668.679 $ | -21,7 % | 1 | 2.734.257.508 $ | -151.769.770 $ | -5,3 % | 1 | 2.886.027.278 $ | +155.761.674 $ | +5,7 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 2.496.313.078 $ | -211.776.485 $ | -7,8 % | 1 | 2.708.089.563 $ | +601.706.985 $ | +28,6 % | 1 | 2.106.382.578 $ | +599.252.215 $ | +39,8 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 2.538.245.808 $ | -146.431.104 $ | -5,5 % | 1 | 2.684.676.912 $ | +204.039.135 $ | +8,2 % | 1 | 2.480.637.777 $ | +506.827.922 $ | +25,7 % | 1 |
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 1.967.150.200 $ | -151.820.542 $ | -7,2 % | 1 | 2.118.970.742 $ | +89.792.454 $ | +4,4 % | 1 | 2.029.178.288 $ | +215.054.751 $ | +11,9 % | 1 |
| iSHARES TRUST | → 0 | 1.461.712.207 $ | -67.454.441 $ | -4,4 % | 1 | 1.529.166.648 $ | +136.205.786 $ | +9,8 % | 1 | 1.392.960.862 $ | +78.793.089 $ | +6,0 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 1.376.702.036 $ | +1.333.493.949 $ | +3.086,2 % | 1 | 1.256.527.327 $ | +1.249.979.015 $ | +19.088,6 % | 1 | ||||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 1.322.535.848 $ | -33.276.916 $ | -2,5 % | 1 | 1.355.812.764 $ | +48.295.985 $ | +3,7 % | 1 | 1.307.516.779 $ | +60.676.984 $ | +4,9 % | 1 |
| GE Vernova Inc. | GEV | → 0 | Sehr stark | 1.198.525.343 $ | +159.393.599 $ | +15,3 % | 1 | ||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 1.154.568.050 $ | +27.821.925 $ | +2,5 % | 1 | ||||||||
| 18.221.056.975 $ | +3.922.541.064 $ | +813,1 % | 9 | 18.131.480.595 $ | +5.921.897.012 $ | +143.466,5 % | 8 | 16.960.376.303 $ | +5.241.943.466 $ | +8.418,3 % | 8 | ||||