| 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 | ||||
| 131.983.717 $ | +48.768.019 $ | +78.709,9 % | 6 | 75.811.474 $ | +43.076.498 $ | +13.931,9 % | 6 | 77.255.444 $ | +45.041.865 $ | +16.198,9 % | 6 | 130.173.497 $ | +106.264.017 $ | +210.767,9 % | 7 | ||||
| Vermillion Wealth Management, Inc. | → 0 | 47.681.378 $ | -7.660.438 $ | -13,8 % | 1 | 55.341.816 $ | +55.341.816 $ | 1 | |||||||||||
| VANGUARD TOTAL BOND MARKET ET | → 0 | 23.472.572 $ | +23.466.715 $ | +400.661,0 % | 1 | 23.132.104 $ | +22.989.521 $ | +16.123,6 % | 1 | 24.622.936 $ | +24.479.477 $ | +17.063,7 % | 1 | 23.584.734 $ | +23.579.673 $ | +465.909,4 % | 1 | ||
| KANAWHA CAPITAL MANAGEMENT LLC | → 0 | 17.261.671 $ | +13.416.751 $ | +348,9 % | 1 | ||||||||||||||
| VANGUARD | → 0 | 15.234.741 $ | +15.213.382 $ | +71.227,0 % | 1 | 13.811.174 $ | +13.745.426 $ | +20.906,2 % | 1 | 12.698.170 $ | +12.682.253 $ | +79.677,4 % | 1 | 13.007.714 $ | +13.004.266 $ | +377.153,9 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 14.795.499 $ | +3.000.802 $ | +25,4 % | 1 | 11.794.697 $ | -280.946 $ | -2,3 % | 1 | 12.075.643 $ | +109.222 $ | +0,9 % | 1 | 11.966.421 $ | +541.081 $ | +4,7 % | 1 | ||
| Dimensional ETF Trust | → 0 | 13.537.856 $ | +1.330.807 $ | +10,9 % | 1 | 12.207.049 $ | -32.515 $ | -0,3 % | 1 | 12.239.564 $ | -676.637 $ | -5,2 % | 1 | 12.916.201 $ | +440.570 $ | +3,5 % | 1 | ||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 7.524.878 $ | -670.830 $ | -8,2 % | 1 | 8.195.708 $ | +2.469.499 $ | +43,1 % | 1 | ||||||||
| SCHWAB STRATEGIC TR | → 0 | 7.341.572 $ | +7.325.842 $ | +46.572,4 % | 1 | 7.423.423 $ | +5.978.051 $ | +413,6 % | 1 | ||||||||||
| KELLY LAWRENCE W & ASSOCIATES INC/CA | → 0 | 6.700.686 $ | +6.700.686 $ | 1 | |||||||||||||||
| RNC CAPITAL MANAGEMENT LLC | → 0 | 6.655.925 $ | +6.655.925 $ | 1 | |||||||||||||||
| 131.983.717 $ | +48.768.019 $ | +78.709,9 % | 6 | 75.811.474 $ | +43.076.498 $ | +13.931,9 % | 6 | 77.255.444 $ | +45.041.865 $ | +16.198,9 % | 6 | 130.173.497 $ | +106.264.017 $ | +210.767,9 % | 7 | ||||