| 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 | ||||
| 1.523.324.633 $ | +193.199.108 $ | +7.005,7 % | 8 | 1.668.409.720 $ | +339.832.734 $ | +5.284,3 % | 9 | 1.546.234.609 $ | +399.612.226 $ | +7.295,4 % | 8 | ||||
| iSHARES TRUST | → 0 | 645.305.677 $ | -12.074.771 $ | -1,8 % | 1 | 657.380.448 $ | +26.785.491 $ | +4,2 % | 1 | 630.594.957 $ | +65.347.120 $ | +11,6 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 162.258.640 $ | -15.575.235 $ | -8,8 % | 1 | 177.833.875 $ | +11.512.464 $ | +6,9 % | 1 | 166.321.411 $ | +35.870.484 $ | +27,5 % | 1 |
| ISHARES TR | → 0 | 147.250.842 $ | +146.987.422 $ | +55.799,6 % | 1 | 166.542.534 $ | +166.054.771 $ | +34.044,2 % | 1 | 166.104.123 $ | +123.245.819 $ | +287,6 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 159.437.284 $ | -232.914 $ | -0,1 % | 1 | 159.670.198 $ | +1.740.733 $ | +1,1 % | 1 | 157.929.465 $ | +7.657.518 $ | +5,1 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 116.567.205 $ | +84.405.315 $ | +262,4 % | 1 | 120.015.559 $ | +119.131.801 $ | +13.480,1 % | 1 | 120.717.837 $ | +120.509.712 $ | +57.902,6 % | 1 | ||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 108.440.067 $ | -3.482.008 $ | -3,1 % | 1 | 111.922.075 $ | +4.638.196 $ | +4,3 % | 1 | 107.283.879 $ | -469.581 $ | -0,4 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 89.264.301 $ | -18.841.203 $ | -17,4 % | 1 | 108.105.504 $ | -3.014.143 $ | -2,7 % | 1 | 111.119.647 $ | -1.402.685 $ | -1,2 % | 1 |
| MAI Capital Management | → 0 | 94.800.617 $ | +12.012.502 $ | +14,5 % | 1 | 82.788.115 $ | -3.375.175 $ | -3,9 % | 1 | 86.163.290 $ | +48.853.839 $ | +130,9 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 84.151.412 $ | +16.358.596 $ | +24,1 % | 1 | ||||||||
| 1.523.324.633 $ | +193.199.108 $ | +7.005,7 % | 8 | 1.668.409.720 $ | +339.832.734 $ | +5.284,3 % | 9 | 1.546.234.609 $ | +399.612.226 $ | +7.295,4 % | 8 | ||||