| 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 | ||||
| 1.506.997.678 $ | +460.401.276 $ | +3.335,9 % | 8 | 1.334.989.341 $ | +535.938.350 $ | +3.664,4 % | 7 | 989.144.716 $ | +373.991.937 $ | +768,8 % | 5 | 858.025.606 $ | +376.626.556 $ | +7.781,1 % | 5 | ||||
| iSHARES TRUST | → 0 | 379.827.884 $ | +30.078.505 $ | +8,6 % | 1 | 349.749.379 $ | +49.473.599 $ | +16,5 % | 1 | 300.275.780 $ | +27.364.119 $ | +10,0 % | 1 | 272.911.661 $ | +46.086.046 $ | +20,3 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 328.018.399 $ | +11.748.777 $ | +3,7 % | 1 | 316.269.622 $ | +41.409.226 $ | +15,1 % | 1 | 274.860.396 $ | +25.563.101 $ | +10,3 % | 1 | 249.297.295 $ | +58.544.495 $ | +30,7 % | 1 | ||
| ISHARES TR | → 0 | 261.469.826 $ | +260.466.169 $ | +25.951,7 % | 1 | 254.262.292 $ | +253.197.532 $ | +23.779,8 % | 1 | 217.461.187 $ | +205.977.240 $ | +1.793,6 % | 1 | 160.986.455 $ | +160.548.020 $ | +36.618,4 % | 1 | ||
| VANGUARD SCOTTSDALE FUNDS | → 0 | 121.774.758 $ | +15.394.766 $ | +14,5 % | 1 | 106.379.992 $ | +18.233.109 $ | +20,7 % | 1 | 88.146.883 $ | +11.812.655 $ | +15,5 % | 1 | 76.334.228 $ | +17.221.546 $ | +29,1 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 121.579.811 $ | +105.702.009 $ | +665,7 % | 1 | 121.189.449 $ | +114.544.681 $ | +1.723,8 % | 1 | 108.400.470 $ | +103.274.822 $ | +2.014,9 % | 1 | 98.495.967 $ | +94.226.449 $ | +2.207,0 % | 1 | ||
| Ancora Advisors LLC | → 0 | 108.772.206 $ | +10.691.974 $ | +10,9 % | 1 | 98.080.232 $ | +39.202.244 $ | +66,6 % | 1 | ||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 105.984.212 $ | +16.925.837 $ | +19,0 % | 1 | 89.058.375 $ | +19.877.959 $ | +28,7 % | 1 | ||||||||
| SPDR SERIES TRUST | → 0 | 79.570.582 $ | +9.393.239 $ | +13,4 % | 1 | ||||||||||||||
| 1.506.997.678 $ | +460.401.276 $ | +3.335,9 % | 8 | 1.334.989.341 $ | +535.938.350 $ | +3.664,4 % | 7 | 989.144.716 $ | +373.991.937 $ | +768,8 % | 5 | 858.025.606 $ | +376.626.556 $ | +7.781,1 % | 5 | ||||