| 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 | ||||
| 221.509.950 $ | +105.795.363 $ | +1.371,8 % | 8 | 161.405.552 $ | +56.777.194 $ | +437,6 % | 5 | 167.058.379 $ | +81.279.199 $ | +2.802,8 % | 6 | 163.357.432 $ | +91.903.551 $ | +2.456,4 % | 6 | ||||
| VANGUARD TAX-MANAGED FDS | → 0 | 55.342.958 $ | +53.414.364 $ | +2.769,6 % | 1 | 49.767.621 $ | +15.919.547 $ | +47,0 % | 1 | 49.628.933 $ | +48.982.639 $ | +7.579,0 % | 1 | 47.603.100 $ | +47.111.014 $ | +9.573,7 % | 1 | ||
| iSHARES TRUST | → 0 | 48.331.346 $ | +3.702.526 $ | +8,3 % | 1 | 44.628.820 $ | +7.253.458 $ | +19,4 % | 1 | 37.375.362 $ | +782.204 $ | +2,1 % | 1 | 36.593.158 $ | +2.094.471 $ | +6,1 % | 1 | ||
| ISHARES TR | → 0 | 40.031.289 $ | +39.544.798 $ | +8.128,6 % | 1 | 33.848.074 $ | +32.318.618 $ | +2.113,1 % | 1 | 31.463.744 $ | +31.126.565 $ | +9.231,5 % | 1 | 30.958.625 $ | +30.329.293 $ | +4.819,3 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 19.232.741 $ | +1.928.249 $ | +11,1 % | 1 | 17.304.492 $ | +263.611 $ | +1,5 % | 1 | 17.040.881 $ | +445.392 $ | +2,7 % | 1 | 16.595.489 $ | +1.249.171 $ | +8,1 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 18.248.199 $ | +2.391.654 $ | +15,1 % | 1 | 15.856.545 $ | +1.021.960 $ | +6,9 % | 1 | 14.834.585 $ | +1.171.903 $ | +8,6 % | 1 | 13.662.682 $ | +10.464.698 $ | +327,2 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 12.927.008 $ | +347.891 $ | +2,8 % | 1 | 16.714.874 $ | -1.229.504 $ | -6,9 % | 1 | 17.944.378 $ | +654.904 $ | +3,8 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 14.340.051 $ | +2.077.464 $ | +16,9 % | 1 | ||||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 13.056.358 $ | +2.388.417 $ | +22,4 % | 1 | ||||||||||||
| 221.509.950 $ | +105.795.363 $ | +1.371,8 % | 8 | 161.405.552 $ | +56.777.194 $ | +437,6 % | 5 | 167.058.379 $ | +81.279.199 $ | +2.802,8 % | 6 | 163.357.432 $ | +91.903.551 $ | +2.456,4 % | 6 | ||||