| 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 | ||||
| 216.482.163 $ | +51.753.846 $ | +128.334,6 % | 7 | 175.468.841 $ | +156.283.519 $ | +193.776,2 % | 6 | 175.423.599 $ | +128.907.155 $ | +44.146,5 % | 6 | 173.758.084 $ | +22.563.654 $ | +1.150,9 % | 6 | ||||
| SCHWAB STRATEGIC TR | → 0 | 115.991.374 $ | +115.978.221 $ | +881.762,5 % | 1 | 106.917.876 $ | +106.906.334 $ | +926.237,5 % | 1 | 106.488.496 $ | +79.295.070 $ | +291,6 % | 1 | 105.672.677 $ | +104.182.305 $ | +6.990,4 % | 1 | ||
| ISHARES TR | → 0 | 32.039.810 $ | -83.951.564 $ | -72,4 % | 1 | 27.761.555 $ | +27.749.745 $ | +234.968,2 % | 1 | 27.193.426 $ | +25.710.489 $ | +1.733,8 % | 1 | 26.457.406 $ | +2.660.309 $ | +11,2 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 26.625.932 $ | -5.413.878 $ | -16,9 % | 1 | 24.238.757 $ | +22.688.701 $ | +1.463,7 % | 1 | 24.129.763 $ | +24.120.586 $ | +262.837,4 % | 1 | 23.797.097 $ | -81.875.580 $ | -77,5 % | 1 | ||
| Ancora Advisors LLC | → 0 | 22.292.822 $ | +22.159.495 $ | +16.620,4 % | 1 | ||||||||||||||
| Loar Holdings Inc. | LOAR | → 0 | Neutral | 9.511.980 $ | +2.350.730 $ | +32,8 % | 1 | 7.161.250 $ | -1.338.750 $ | -15,8 % | 1 | 8.500.000 $ | -1.500.000 $ | -15,0 % | 1 | 10.000.000 $ | -771.250 $ | -7,2 % | 1 |
| VANGUARD GROUP INC | → 0 | 5.969.008 $ | +164.138 $ | +2,8 % | 1 | 5.804.870 $ | +529.021 $ | +10,0 % | 1 | 5.275.849 $ | +1.129.623 $ | +27,2 % | 1 | 4.146.226 $ | -2.358.559 $ | -36,3 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 4.051.237 $ | +466.704 $ | +13,0 % | 1 | 3.584.533 $ | -251.532 $ | -6,6 % | 1 | 3.836.065 $ | +151.387 $ | +4,1 % | 1 | 3.684.678 $ | +726.429 $ | +24,6 % | 1 |
| 216.482.163 $ | +51.753.846 $ | +128.334,6 % | 7 | 175.468.841 $ | +156.283.519 $ | +193.776,2 % | 6 | 175.423.599 $ | +128.907.155 $ | +44.146,5 % | 6 | 173.758.084 $ | +22.563.654 $ | +1.150,9 % | 6 | ||||