| 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 | ||||
| 6.312.943.200 $ | +3.296.454.548 $ | +46.212,0 % | 10 | 4.168.296.657 $ | +1.900.505.364 $ | +7.998,9 % | 8 | 3.165.591.049 $ | +1.417.010.443 $ | +39.264,7 % | 7 | ||||
| iSHARES TRUST | → 0 | 1.637.373.861 $ | +653.863.304 $ | +66,5 % | 1 | 983.510.557 $ | +272.905.883 $ | +38,4 % | 1 | 710.604.674 $ | +119.269.976 $ | +20,2 % | 1 | ||
| ISHARES TR | → 0 | 1.046.864.535 $ | +1.043.988.545 $ | +36.300,1 % | 1 | 754.246.909 $ | +751.442.558 $ | +26.795,6 % | 1 | 561.779.851 $ | +560.767.098 $ | +55.370,6 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 896.210.192 $ | +895.999.436 $ | +425.135,9 % | 1 | 669.776.973 $ | +667.975.995 $ | +37.089,6 % | 1 | 544.921.932 $ | +544.673.671 $ | +219.395,6 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 543.782.011 $ | +87.486.488 $ | +19,2 % | 1 | 456.295.523 $ | +64.976.057 $ | +16,6 % | 1 | 391.319.466 $ | +56.165.753 $ | +16,8 % | 1 |
| VANGUARD GROUP INC | → 0 | 484.984.758 $ | +96.588.774 $ | +24,9 % | 1 | 388.395.984 $ | +96.775.763 $ | +33,2 % | 1 | 291.620.221 $ | +37.912.523 $ | +14,9 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Neutral | 405.867.276 $ | +43.687.697 $ | +12,1 % | 1 | 362.179.579 $ | +25.094.833 $ | +7,4 % | 1 | 337.084.746 $ | +46.889.306 $ | +16,2 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 360.212.219 $ | +133.081.391 $ | +58,6 % | 1 | 227.130.828 $ | +22.834.130 $ | +11,2 % | 1 | ||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 329.844.323 $ | +3.084.019 $ | +0,9 % | 1 | 326.760.304 $ | -1.499.855 $ | -0,5 % | 1 | 328.260.159 $ | +51.332.116 $ | +18,5 % | 1 |
| VANGUARD TAX-MANAGED FDS | → 0 | 318.462.959 $ | +262.186.777 $ | +465,9 % | 1 | ||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 289.341.066 $ | +76.488.117 $ | +35,9 % | 1 | ||||||||
| 6.312.943.200 $ | +3.296.454.548 $ | +46.212,0 % | 10 | 4.168.296.657 $ | +1.900.505.364 $ | +7.998,9 % | 8 | 3.165.591.049 $ | +1.417.010.443 $ | +39.264,7 % | 7 | ||||