| 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 | ||||
| 743.125.685 $ | +128.623.361 $ | +644,9 % | 7 | 605.947.499 $ | +91.605.589 $ | +266,3 % | 6 | 575.811.212 $ | +92.848.201 $ | +1.568,3 % | 6 | 577.846.726 $ | +141.239.810 $ | +853,2 % | 6 | ||||
| iSHARES TRUST | → 0 | 357.708.114 $ | +55.336.287 $ | +18,3 % | 1 | 302.371.827 $ | +12.165.183 $ | +4,2 % | 1 | 290.206.644 $ | +37.589.267 $ | +14,9 % | 1 | 252.617.377 $ | +28.792.261 $ | +12,9 % | 1 | ||
| SONATA CAPITAL GROUP INC | → 0 | 108.656.581 $ | +11.867.085 $ | +12,3 % | 1 | 96.789.496 $ | +4.802.751 $ | +5,2 % | 1 | 91.986.745 $ | -45.081.880 $ | -32,9 % | 1 | 137.068.625 $ | +11.439.442 $ | +9,1 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 74.732.616 $ | +73.101.875 $ | +4.482,7 % | 1 | 64.699.703 $ | +26.189.369 $ | +68,0 % | 1 | 62.183.249 $ | +61.266.419 $ | +6.682,4 % | 1 | 58.996.779 $ | +56.667.892 $ | +2.433,3 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 59.817.957 $ | +4.765.093 $ | +8,7 % | 1 | 55.052.864 $ | +9.126.406 $ | +19,9 % | 1 | 45.926.458 $ | -1.981.273 $ | -4,1 % | 1 | 47.907.731 $ | +6.088.597 $ | +14,6 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 56.222.273 $ | +7.698.998 $ | +15,9 % | 1 | 48.523.275 $ | +3.228.469 $ | +7,1 % | 1 | 45.294.806 $ | +2.256.293 $ | +5,2 % | 1 | 43.038.513 $ | +1.425.791 $ | +3,4 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 44.446.094 $ | -30.286.522 $ | -40,5 % | 1 | 38.510.334 $ | +36.093.411 $ | +1.493,4 % | 1 | 40.213.310 $ | +38.799.375 $ | +2.744,1 % | 1 | 38.217.701 $ | +36.825.827 $ | +2.645,8 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 41.542.050 $ | +6.140.545 $ | +17,3 % | 1 | ||||||||||||
| 743.125.685 $ | +128.623.361 $ | +644,9 % | 7 | 605.947.499 $ | +91.605.589 $ | +266,3 % | 6 | 575.811.212 $ | +92.848.201 $ | +1.568,3 % | 6 | 577.846.726 $ | +141.239.810 $ | +853,2 % | 6 | ||||