| 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 | ||||
| 176.362.435 $ | -2.930.319 $ | +140,3 % | 7 | 211.115.329 $ | +75.010.773 $ | +511,9 % | 9 | 240.012.210 $ | +73.722.861 $ | +3.446,1 % | 9 | ||||
| ISHARES TR | → 0 | 72.027.644 $ | -5.640.252 $ | -7,3 % | 1 | 77.667.896 $ | +75.829.835 $ | +4.125,5 % | 1 | 93.925.607 $ | +93.537.357 $ | +24.092,0 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 32.828.825 $ | -1.171.109 $ | -3,4 % | 1 | 33.999.934 $ | +902.304 $ | +2,7 % | 1 | 33.097.630 $ | +13.035.812 $ | +65,0 % | 1 | ||
| UWM Holdings Corp | UWMC | → 0 | Neutral | 19.445.424 $ | -3.965.610 $ | -16,9 % | 1 | 23.411.034 $ | -9.218.991 $ | -28,3 % | 1 | 32.630.025 $ | +32.630.025 $ | 1 | |
| BlackRock Fund Advisors | → 0 | 18.270.472 $ | +608.763 $ | +3,4 % | 1 | 17.661.709 $ | +664.434 $ | +3,9 % | 1 | 16.997.275 $ | +1.463.690 $ | +9,4 % | 1 | ||
| iSHARES TRUST | → 0 | 12.615.837 $ | -1.678.160 $ | -11,7 % | 1 | 14.293.997 $ | -2.441.765 $ | -14,6 % | 1 | 16.735.762 $ | +2.921.248 $ | +21,1 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 12.563.720 $ | -664.398 $ | -5,0 % | 1 | 13.228.118 $ | -168.325 $ | -1,3 % | 1 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 10.530.486 $ | -781.323 $ | -6,9 % | 1 | 11.311.809 $ | -122.096 $ | -1,1 % | 1 | 11.433.905 $ | +2.264.773 $ | +24,7 % | 1 |
| Archrock, Inc. | AROC | → 0 | Sehr stark | 11.241.763 $ | +11.241.763 $ | 1 | |||||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 10.643.747 $ | +9.697.372 $ | +1.024,7 % | 1 | 11.086.468 $ | +9.281.321 $ | +514,2 % | 1 | 10.722.125 $ | -83.203.482 $ | -88,6 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 9.118.762 $ | +780.129 $ | +9,4 % | 1 | ||||||||
| 176.362.435 $ | -2.930.319 $ | +140,3 % | 7 | 211.115.329 $ | +75.010.773 $ | +511,9 % | 9 | 240.012.210 $ | +73.722.861 $ | +3.446,1 % | 9 | ||||