| 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 | ||||
| 488.117.715 $ | +12.431.154 $ | +1.687,1 % | 7 | 653.201.753 $ | +224.950.318 $ | +634.554,4 % | 8 | 412.381.458 $ | +121.091.687 $ | +683,7 % | 6 | 270.316.279 $ | +97.134.512 $ | +3.075,1 % | 4 | ||||
| HARBOUR INVESTMENTS, INC. | → 0 | 109.089.132 $ | -43.231.848 $ | -28,4 % | 1 | 152.320.980 $ | +61.384.111 $ | +67,5 % | 1 | 90.936.869 $ | +17.210.392 $ | +23,3 % | 1 | 73.726.477 $ | +16.211.324 $ | +28,2 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 71.969.643 $ | +71.368.134 $ | +11.864,8 % | 1 | 125.640.327 $ | +125.637.852 $ | +5.076.276,8 % | 1 | 65.580.808 $ | +63.983.190 $ | +4.004,9 % | 1 | 64.258.753 $ | +63.738.089 $ | +12.241,7 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 97.883.485 $ | +2.684.091 $ | +2,8 % | 1 | 95.199.394 $ | -2.647.224 $ | -2,7 % | 1 | 97.846.618 $ | +18.661.563 $ | +23,6 % | 1 | 79.185.055 $ | +9.714.716 $ | +14,0 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 55.455.753 $ | -9.206.842 $ | -14,2 % | 1 | 64.662.595 $ | +14.900.303 $ | +29,9 % | 1 | 49.762.292 $ | +3.515.100 $ | +7,6 % | 1 | ||||
| ISHARES GOLD TRUST | IAU | → 0 | 50.003.421 $ | -9.169.177 $ | -15,5 % | 1 | 59.172.598 $ | +191.408 $ | +0,3 % | 1 | 58.981.190 $ | +5.835.196 $ | +11,0 % | 1 | 53.145.994 $ | +7.470.383 $ | +16,4 % | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 55.186.230 $ | -837.701 $ | -1,5 % | 1 | 56.023.931 $ | +6.750.250 $ | +13,7 % | 1 | 49.273.681 $ | +11.886.246 $ | +31,8 % | 1 | ||||
| VANGUARD GROUP INC | → 0 | 52.476.374 $ | +15.841.264 $ | +43,2 % | 1 | ||||||||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 48.530.051 $ | +824.497 $ | +1,7 % | 1 | 47.705.554 $ | +2.892.354 $ | +6,5 % | 1 | ||||||||
| 488.117.715 $ | +12.431.154 $ | +1.687,1 % | 7 | 653.201.753 $ | +224.950.318 $ | +634.554,4 % | 8 | 412.381.458 $ | +121.091.687 $ | +683,7 % | 6 | 270.316.279 $ | +97.134.512 $ | +3.075,1 % | 4 | ||||