| 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 | ||||
| 1.796.572.439 $ | +1.002.379.097 $ | +13.705,1 % | 7 | 1.425.222.293 $ | +712.008.307 $ | +14.270,7 % | 6 | 1.625.432.069 $ | +1.128.345.161 $ | +4.544.401,3 % | 7 | 1.008.698.622 $ | +582.299.158 $ | +52.033,2 % | 5 | ||||
| SCHWAB STRATEGIC TR | → 0 | 476.282.680 $ | +475.779.525 $ | +94.559,2 % | 1 | 436.145.408 $ | +432.670.626 $ | +12.451,7 % | 1 | 475.745.760 $ | +475.744.257 $ | +31.652.977,8 % | 1 | 484.016.295 $ | +483.823.171 $ | +250.524,6 % | 1 | ||
| ISHARES TR | → 0 | 348.793.572 $ | +322.414.702 $ | +1.222,2 % | 1 | 279.132.626 $ | +278.751.726 $ | +73.182,4 % | 1 | 344.878.137 $ | +344.658.730 $ | +157.086,5 % | 1 | 98.867.751 $ | +97.852.619 $ | +9.639,4 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 334.515.521 $ | +37.517.358 $ | +12,6 % | 1 | 296.998.163 $ | +17.638.925 $ | +6,3 % | 1 | 279.359.238 $ | +81.416.781 $ | +41,1 % | 1 | 197.942.457 $ | +11.173.529 $ | +6,0 % | 1 | ||
| iSHARES TRUST | → 0 | 301.110.266 $ | +98.621.281 $ | +48,7 % | 1 | 202.488.985 $ | +2.718.153 $ | +1,4 % | 1 | 199.770.832 $ | +99.280.717 $ | +98,8 % | 1 | 100.490.115 $ | +7.718.792 $ | +8,3 % | 1 | ||
| ADVISORS MANAGEMENT GROUP INC /ADV | → 0 | 144.009.516 $ | +30.255.909 $ | +26,6 % | 1 | 113.753.607 $ | -2.719.548 $ | -2,3 % | 1 | 116.473.155 $ | +98.108.740 $ | +534,2 % | 1 | ||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 95.861.578 $ | -841.926 $ | -0,9 % | 1 | 96.703.504 $ | -17.051.575 $ | -15,0 % | 1 | 113.755.079 $ | -13.626.925 $ | -10,7 % | 1 | 127.382.004 $ | -18.268.953 $ | -12,5 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 95.999.306 $ | +38.632.248 $ | +67,3 % | 1 | ||||||||||||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 95.449.868 $ | +42.762.861 $ | +81,2 % | 1 | ||||||||||||||
| 1.796.572.439 $ | +1.002.379.097 $ | +13.705,1 % | 7 | 1.425.222.293 $ | +712.008.307 $ | +14.270,7 % | 6 | 1.625.432.069 $ | +1.128.345.161 $ | +4.544.401,3 % | 7 | 1.008.698.622 $ | +582.299.158 $ | +52.033,2 % | 5 | ||||