| 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 | ||||
| 692.010.966 $ | +255.693.186 $ | +2.008,6 % | 9 | 448.967.487 $ | +149.124.069 $ | +4.692,0 % | 6 | 439.371.862 $ | +199.120.967 $ | +6.761,4 % | 6 | 331.421.818 $ | +277.757.361 $ | +537,0 % | 4 | ||||
| iSHARES TRUST | → 0 | 180.682.883 $ | +50.148.952 $ | +38,4 % | 1 | 130.533.931 $ | +975.264 $ | +0,8 % | 1 | 129.558.667 $ | +6.500.365 $ | +5,3 % | 1 | 123.058.302 $ | +108.518.005 $ | +746,3 % | 1 | ||
| VANGUARD | → 0 | 91.645.334 $ | +19.941.162 $ | +27,8 % | 1 | 80.923.001 $ | +22.842.763 $ | +39,3 % | 1 | 79.137.852 $ | +78.923.238 $ | +36.774,5 % | 1 | 78.666.456 $ | +65.387.963 $ | +492,4 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 78.951.666 $ | +10.055.056 $ | +14,6 % | 1 | 68.896.610 $ | +5.721.774 $ | +9,1 % | 1 | 63.174.836 $ | -819.101 $ | -1,3 % | 1 | 63.993.937 $ | +47.159.350 $ | +280,1 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 71.704.172 $ | +70.784.940 $ | +7.700,4 % | 1 | 65.745.287 $ | +65.421.696 $ | +20.217,4 % | 1 | 66.859.615 $ | +58.033.052 $ | +657,5 % | 1 | 65.703.123 $ | +56.692.043 $ | +629,1 % | 1 | ||
| SPDR SERIES TRUST | → 0 | 69.669.341 $ | +68.993.439 $ | +10.207,6 % | 1 | 58.080.238 $ | +57.353.523 $ | +7.892,2 % | 1 | 52.661.521 $ | +51.025.720 $ | +3.119,3 % | 1 | ||||||
| Apple Inc. | AAPL | → 0 | Neutral | 56.272.418 $ | +11.483.998 $ | +25,6 % | 1 | 44.788.420 $ | -3.190.951 $ | -6,7 % | 1 | 47.979.371 $ | +5.457.693 $ | +12,8 % | 1 | ||||
| Capital Group Dividend Value ETF | → 0 | 51.154.384 $ | +10.074.121 $ | +24,5 % | 1 | ||||||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 47.674.477 $ | +11.390.785 $ | +31,4 % | 1 | ||||||||||||
| COZAD ASSET MANAGEMENT INC | → 0 | 44.256.291 $ | +2.820.733 $ | +6,8 % | 1 | ||||||||||||||
| 692.010.966 $ | +255.693.186 $ | +2.008,6 % | 9 | 448.967.487 $ | +149.124.069 $ | +4.692,0 % | 6 | 439.371.862 $ | +199.120.967 $ | +6.761,4 % | 6 | 331.421.818 $ | +277.757.361 $ | +537,0 % | 4 | ||||