| 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 | ||||
| 450.554.364 $ | +35.566.698 $ | +10,0 % | 7 | 366.898.374 $ | +126.013.515 $ | +7.723,2 % | 6 | 370.412.133 $ | +62.311.645 $ | +4.324,1 % | 6 | 437.753.472 $ | +96.290.459 $ | +8.150,0 % | 6 | ||||
| SCHWAB STRATEGIC TR | → 0 | 70.625.221 $ | +14.105.047 $ | +25,0 % | 1 | 63.591.321 $ | +63.253.060 $ | +18.699,5 % | 1 | 71.575.749 $ | +71.301.051 $ | +25.956,2 % | 1 | 120.921.611 $ | +120.674.854 $ | +48.904,3 % | 1 | ||
| WisdomTree, Inc. | WT | → 0 | Neutral | 103.587.941 $ | +10.727.297 $ | +11,6 % | 1 | 92.860.644 $ | +750.115 $ | +0,8 % | 1 | 92.110.529 $ | +1.905.209 $ | +2,1 % | 1 | 90.205.320 $ | +6.051.008 $ | +7,2 % | 1 |
| ISHARES TR | → 0 | 57.574.984 $ | -13.050.237 $ | -18,5 % | 1 | 56.520.174 $ | +56.316.335 $ | +27.627,9 % | 1 | 58.493.625 $ | -13.082.124 $ | -18,3 % | 1 | 80.581.820 $ | -40.339.791 $ | -33,4 % | 1 | ||
| Pinnacle Wealth Management Advisory Group, LLC | → 0 | 59.314.074 $ | +3.850.936 $ | +6,9 % | 1 | 55.463.138 $ | +4.039.802 $ | +7,9 % | 1 | 51.423.336 $ | +2.802.753 $ | +5,8 % | 1 | 48.620.583 $ | +3.730.786 $ | +8,3 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 56.655.326 $ | +7.321.173 $ | +14,8 % | 1 | 49.334.153 $ | +931.083 $ | +1,9 % | 1 | 48.403.070 $ | +292.986 $ | +0,6 % | 1 | 48.110.084 $ | +3.583.198 $ | +8,0 % | 1 | ||
| iShares, Inc. | → 0 | 51.648.877 $ | +10.593.485 $ | +25,8 % | 1 | ||||||||||||||
| iSHARES TRUST | → 0 | 51.147.941 $ | +2.018.997 $ | +4,1 % | 1 | 49.128.944 $ | +723.120 $ | +1,5 % | 1 | 48.405.824 $ | -908.230 $ | -1,8 % | 1 | 49.314.054 $ | +2.590.404 $ | +5,5 % | 1 | ||
| 450.554.364 $ | +35.566.698 $ | +10,0 % | 7 | 366.898.374 $ | +126.013.515 $ | +7.723,2 % | 6 | 370.412.133 $ | +62.311.645 $ | +4.324,1 % | 6 | 437.753.472 $ | +96.290.459 $ | +8.150,0 % | 6 | ||||