| 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 | ||||
| 452.898.085 $ | +64.371.866 $ | +2.155,2 % | 7 | 420.190.532 $ | +186.040.873 $ | +1.766,8 % | 6 | 407.980.368 $ | +120.207.812 $ | +2.775,4 % | 6 | 399.821.341 $ | +186.047.109 $ | +10.689,7 % | 6 | ||||
| iSHARES TRUST | → 0 | 153.984.196 $ | -18.889.927 $ | -10,9 % | 1 | 172.874.123 $ | +17.372.590 $ | +11,2 % | 1 | 155.501.533 $ | -12.814.797 $ | -7,6 % | 1 | 168.316.330 $ | -7.156.156 $ | -4,1 % | 1 | ||
| ISHARES TR | → 0 | 127.250.155 $ | +3.372.398 $ | +2,7 % | 1 | 123.877.757 $ | +89.621.433 $ | +261,6 % | 1 | 125.823.793 $ | +92.206.445 $ | +274,3 % | 1 | 113.377.812 $ | +113.175.418 $ | +55.918,4 % | 1 | ||
| SPDR SERIES TRUST | → 0 | 76.271.083 $ | +41.198.360 $ | +117,5 % | 1 | 45.014.215 $ | +44.483.473 $ | +8.381,4 % | 1 | 34.026.469 $ | +33.819.739 $ | +16.359,4 % | 1 | 32.226.372 $ | +30.593.980 $ | +1.874,2 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 35.072.723 $ | +34.839.845 $ | +14.960,6 % | 1 | 34.256.324 $ | +32.430.597 $ | +1.776,3 % | 1 | 33.617.348 $ | -409.121 $ | -1,2 % | 1 | 34.295.148 $ | +33.750.983 $ | +6.202,3 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 16.389.799 $ | -2.470.925 $ | -13,1 % | 1 | 18.860.724 $ | -15.129.464 $ | -44,5 % | 1 | 33.990.188 $ | +5.643.066 $ | +19,9 % | 1 | 28.347.122 $ | +2.156.920 $ | +8,2 % | 1 | ||
| BlackRock Finance, Inc. | → 0 | 30.500.326 $ | +5.192.937 $ | +20,5 % | 1 | 25.307.389 $ | +17.262.244 $ | +214,6 % | 1 | ||||||||||
| KCM INVESTMENT ADVISORS LLC | → 0 | 25.021.037 $ | +1.762.480 $ | +7,6 % | 1 | 23.258.557 $ | +13.525.964 $ | +139,0 % | 1 | ||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 13.429.803 $ | +1.129.178 $ | +9,2 % | 1 | ||||||||||||
| 452.898.085 $ | +64.371.866 $ | +2.155,2 % | 7 | 420.190.532 $ | +186.040.873 $ | +1.766,8 % | 6 | 407.980.368 $ | +120.207.812 $ | +2.775,4 % | 6 | 399.821.341 $ | +186.047.109 $ | +10.689,7 % | 6 | ||||