| 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 | ||||
| 472.019.560 $ | +169.859.376 $ | +8.196,1 % | 10 | 376.143.820 $ | +186.002.210 $ | +5.523,5 % | 5 | 376.431.777 $ | +27.661.371 $ | +35,3 % | 5 | 357.090.662 $ | +65.527.388 $ | +2.138,1 % | 5 | ||||
| iSHARES TRUST | → 0 | 135.318.572 $ | +72.656.722 $ | +116,0 % | 1 | 62.661.850 $ | -980.175 $ | -1,5 % | 1 | 63.642.025 $ | +2.803.533 $ | +4,6 % | 1 | 60.838.492 $ | +289.101 $ | +0,5 % | 1 | ||
| ISHARES TR | → 0 | 52.649.107 $ | +42.673.534 $ | +427,8 % | 1 | 122.746.224 $ | +121.895.675 $ | +14.331,4 % | 1 | 122.869.200 $ | +56.795.806 $ | +86,0 % | 1 | 112.852.453 $ | +23.475.667 $ | +26,3 % | 1 | ||
| VANGUARD STAR FDS | → 0 | 91.629.798 $ | +79.829.710 $ | +676,5 % | 1 | 92.586.296 $ | +91.892.727 $ | +13.249,3 % | 1 | 90.931.232 $ | +58.845.028 $ | +183,4 % | 1 | 89.376.786 $ | +88.541.679 $ | +10.602,4 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 68.350.503 $ | +15.701.396 $ | +29,8 % | 1 | 65.780.279 $ | +33.411.108 $ | +103,2 % | 1 | 66.903.116 $ | -55.966.084 $ | -45,5 % | 1 | 66.073.394 $ | +38.123.857 $ | +136,4 % | 1 | ||
| Valens Semiconductor Ltd. | VLN | → 0 | Neutral | 50.706.509 $ | +50.640.094 $ | +76.248,0 % | 1 | ||||||||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 11.800.088 $ | -53.980.191 $ | -82,1 % | 1 | 32.369.171 $ | -60.217.125 $ | -65,0 % | 1 | 32.086.204 $ | -34.816.912 $ | -52,0 % | 1 | 27.949.537 $ | -84.902.916 $ | -75,2 % | 1 | ||
| BlackRock Finance, Inc. | → 0 | 27.680.773 $ | +21.951.132 $ | +383,1 % | 1 | ||||||||||||||
| SOUTHERN CO | SO | → 0 | Schwach | 12.520.433 $ | +12.182.613 $ | +3.606,2 % | 1 | ||||||||||||
| VANGUARD ADMIRAL FUNDS | → 0 | 11.388.204 $ | +9.858.591 $ | +644,5 % | 1 | ||||||||||||||
| VANGUARD SPECIALIZED FUNDS | → 0 | 9.975.573 $ | -81.654.225 $ | -89,1 % | 1 | ||||||||||||||
| 472.019.560 $ | +169.859.376 $ | +8.196,1 % | 10 | 376.143.820 $ | +186.002.210 $ | +5.523,5 % | 5 | 376.431.777 $ | +27.661.371 $ | +35,3 % | 5 | 357.090.662 $ | +65.527.388 $ | +2.138,1 % | 5 | ||||