| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 2.210.514.742 $ | +1.042.864.205 $ | +2.420.708,5 % | 9 | 1.923.781.247 $ | +868.903.542 $ | +3.178,5 % | 9 | 1.474.577.387 $ | +595.043.547 $ | +94.792,6 % | 7 | ||||
| iSHARES TRUST | → 0 | 534.218.293 $ | +100.954.349 $ | +23,3 % | 1 | 433.263.944 $ | +78.151.040 $ | +22,0 % | 1 | 355.112.904 $ | +29.177.430 $ | +9,0 % | 1 | ||
| ISHARES TR | → 0 | 484.450.710 $ | +484.448.481 $ | +21.733.893,3 % | 1 | 415.545.129 $ | +413.295.286 $ | +18.370,0 % | 1 | 334.388.570 $ | +334.313.940 $ | +447.961,9 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 293.643.058 $ | +50.382.281 $ | +20,7 % | 1 | 243.260.777 $ | +23.364.327 $ | +10,6 % | 1 | 219.896.450 $ | +9.022.431 $ | +4,3 % | 1 | ||
| SPDR SERIES TRUST | → 0 | 231.923.326 $ | +231.455.031 $ | +49.425,0 % | 1 | 190.449.176 $ | +187.754.626 $ | +6.967,9 % | 1 | 180.384.648 $ | +180.300.991 $ | +215.524,1 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 168.031.196 $ | +13.453.919 $ | +8,7 % | 1 | 154.577.277 $ | +34.195.217 $ | +28,4 % | 1 | 120.382.060 $ | +27.588.413 $ | +29,7 % | 1 |
| Arthur J. Gallagher & Co. | AJG | → 0 | Neutral | 115.265.335 $ | -40.541.695 $ | -26,0 % | 1 | 155.807.030 $ | -5.115.021 $ | -3,2 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 154.918.267 $ | +13.377.745 $ | +9,5 % | 1 | 141.540.522 $ | +32.934.797 $ | +30,3 % | 1 | 108.605.725 $ | +19.755.363 $ | +22,2 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 118.866.532 $ | +114.982.186 $ | +2.960,1 % | 1 | ||||||||||
| Global Retirement Partners, LLC | → 0 | 117.089.269 $ | +117.089.269 $ | 1 | |||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 114.562.730 $ | +18.178.663 $ | +18,9 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 112.789.818 $ | +22.660.675 $ | +25,1 % | 1 | ||||||||
| VANGUARD GROUP INC | → 0 | 109.900.630 $ | +15.631.550 $ | +16,6 % | 1 | ||||||||||
| 2.210.514.742 $ | +1.042.864.205 $ | +2.420.708,5 % | 9 | 1.923.781.247 $ | +868.903.542 $ | +3.178,5 % | 9 | 1.474.577.387 $ | +595.043.547 $ | +94.792,6 % | 7 | ||||