| 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 | ||||
| 664.871.053 $ | +66.044.134 $ | +2.222,1 % | 6 | 661.864.406 $ | +59.470.227 $ | +237,1 % | 9 | 647.320.716 $ | +111.688.510 $ | +243,8 % | 10 | ||||
| Dimensional ETF Trust | → 0 | 544.560.897 $ | +15.767.797 $ | +3,0 % | 1 | 528.793.100 $ | +27.997.656 $ | +5,6 % | 1 | 500.795.444 $ | +52.599.552 $ | +11,7 % | 1 | ||
| ISHARES | → 0 | 38.239.700 $ | +37.952.981 $ | +13.237,0 % | 1 | 34.592.793 $ | +32.975.850 $ | +2.039,4 % | 1 | 33.036.620 $ | +31.526.805 $ | +2.088,1 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 31.313.754 $ | +2.294.113 $ | +7,9 % | 1 | 29.019.641 $ | -2.451.300 $ | -7,8 % | 1 | 31.470.941 $ | +11.397.898 $ | +56,8 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 20.777.873 $ | +2.720.770 $ | +15,1 % | 1 | 18.057.103 $ | +1.650.211 $ | +10,1 % | 1 | 16.406.892 $ | +5.109.603 $ | +45,2 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 19.382.407 $ | +4.142.134 $ | +27,2 % | 1 | 15.240.273 $ | -2.160.329 $ | -12,4 % | 1 | 17.400.602 $ | -3.274.690 $ | -15,8 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 12.352.603 $ | -1.184.187 $ | -8,7 % | 1 | 13.536.790 $ | +7.514.410 $ | +124,8 % | 1 | ||||
| VANGUARD GROUP INC | → 0 | 10.596.422 $ | +3.166.339 $ | +42,6 % | 1 | 7.430.083 $ | +4.125.983 $ | +124,9 % | 1 | ||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 9.099.848 $ | -305.433 $ | -3,2 % | 1 | 9.405.281 $ | +4.452.903 $ | +89,9 % | 1 | ||||
| KIMBERLY CLARK CORP | KMB | → 0 | Neutral | 8.628.092 $ | -314.623 $ | -3,5 % | 1 | ||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 7.278.962 $ | -1.178.224 $ | -13,9 % | 1 | 8.457.186 $ | +780.883 $ | +10,2 % | 1 | ||||
| Life360, Inc. | LIF | → 0 | Neutral | 8.182.868 $ | +1.895.769 $ | +30,2 % | 1 | ||||||||
| 664.871.053 $ | +66.044.134 $ | +2.222,1 % | 6 | 661.864.406 $ | +59.470.227 $ | +237,1 % | 9 | 647.320.716 $ | +111.688.510 $ | +243,8 % | 10 | ||||