| 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 | ||||
| 485.370.483 $ | +132.304.218 $ | +2.380,4 % | 7 | 423.969.297 $ | +32.433.381 $ | +1.697,0 % | 6 | 420.872.277 $ | +108.829.002 $ | +236,5 % | 6 | 546.250.267 $ | +134.768.642 $ | +1.535,7 % | 6 | ||||
| iSHARES TRUST | → 0 | 189.695.244 $ | -19.690.844 $ | -9,4 % | 1 | 209.386.088 $ | +32.464.963 $ | +18,3 % | 1 | 176.921.125 $ | +8.563.597 $ | +5,1 % | 1 | 168.357.528 $ | +16.720.635 $ | +11,0 % | 1 | ||
| RIO TINTO PLC | RIO | → 0 | Sehr stark | 161.617.743 $ | +15.396.506 $ | +10,5 % | 1 | ||||||||||||
| ISHARES TR | → 0 | 84.783.759 $ | +43.847.455 $ | +107,1 % | 1 | 57.220.113 $ | +6.456.231 $ | +12,7 % | 1 | 80.571.713 $ | +74.738.416 $ | +1.281,2 % | 1 | 92.217.061 $ | +56.707.898 $ | +159,7 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 56.785.652 $ | +56.422.499 $ | +15.536,8 % | 1 | 50.763.882 $ | -29.807.831 $ | -37,0 % | 1 | 45.655.593 $ | +10.852.541 $ | +31,2 % | 1 | 37.713.895 $ | +37.299.783 $ | +9.007,2 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 33.464.508 $ | +666.138 $ | +2,0 % | 1 | 32.798.370 $ | -9.983.706 $ | -23,3 % | 1 | 42.782.076 $ | -4.580.291 $ | -9,7 % | 1 | 47.362.367 $ | +1.596.277 $ | +3,5 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 42.337.130 $ | +5.521.500 $ | +15,0 % | 1 | 36.815.630 $ | -3.323.088 $ | -8,3 % | 1 | 40.138.718 $ | +1.157.045 $ | +3,0 % | 1 | 38.981.673 $ | +7.047.543 $ | +22,1 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 40.936.304 $ | +37.155.068 $ | +982,6 % | 1 | 36.985.214 $ | +36.626.812 $ | +10.219,5 % | 1 | 34.803.052 $ | +18.097.694 $ | +108,3 % | 1 | ||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 37.367.886 $ | +8.382.402 $ | +28,9 % | 1 | ||||||||||||
| 485.370.483 $ | +132.304.218 $ | +2.380,4 % | 7 | 423.969.297 $ | +32.433.381 $ | +1.697,0 % | 6 | 420.872.277 $ | +108.829.002 $ | +236,5 % | 6 | 546.250.267 $ | +134.768.642 $ | +1.535,7 % | 6 | ||||