| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 631.337.915 $ | +305.476.827 $ | +1.213,4 % | 9 | 607.704.044 $ | +306.887.227 $ | +711,0 % | 8 | 597.531.631 $ | +287.067.584 $ | +1.635,3 % | 8 | ||||
| SCHWAB STRATEGIC TR | → 0 | 226.542.358 $ | +224.238.438 $ | +9.732,9 % | 1 | 220.715.380 $ | +211.458.414 $ | +2.284,3 % | 1 | 216.027.681 $ | +207.131.746 $ | +2.328,4 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 83.013.887 $ | -9.791.839 $ | -10,6 % | 1 | 92.805.726 $ | -1.997.308 $ | -2,1 % | 1 | 94.803.034 $ | -1.348.833 $ | -1,4 % | 1 | ||
| Ancora Advisors LLC | → 0 | 86.247.098 $ | +4.268.977 $ | +5,2 % | 1 | 81.978.121 $ | +4.567.505 $ | +5,9 % | 1 | 77.410.616 $ | +183.938 $ | +0,2 % | 1 | ||
| ISHARES TR | → 0 | 75.443.771 $ | +59.881.964 $ | +384,8 % | 1 | 77.713.510 $ | +70.040.082 $ | +912,8 % | 1 | 73.630.736 $ | +48.605.767 $ | +194,2 % | 1 | ||
| iSHARES TRUST | → 0 | 44.028.915 $ | -1.630.583 $ | -3,6 % | 1 | 45.659.498 $ | -4.560.156 $ | -9,1 % | 1 | 50.219.654 $ | -2.916.776 $ | -5,5 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 31.657.151 $ | -1.491.363 $ | -4,5 % | 1 | 33.148.514 $ | +2.285.210 $ | +7,4 % | 1 | 30.863.304 $ | +5.829.286 $ | +23,3 % | 1 |
| iShares, Inc. | → 0 | 29.982.545 $ | +7.430.900 $ | +33,0 % | 1 | ||||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 27.094.718 $ | -1.684.343 $ | -5,9 % | 1 | 28.779.061 $ | -772.576 $ | -2,6 % | 1 | 29.551.637 $ | +4.793.050 $ | +19,4 % | 1 |
| J P MORGAN EXCHANGE TRADED F | → 0 | 27.327.472 $ | +24.254.676 $ | +789,3 % | 1 | 26.904.234 $ | +25.866.056 $ | +2.491,5 % | 1 | 25.024.969 $ | +24.789.406 $ | +10.523,5 % | 1 | ||
| 631.337.915 $ | +305.476.827 $ | +1.213,4 % | 9 | 607.704.044 $ | +306.887.227 $ | +711,0 % | 8 | 597.531.631 $ | +287.067.584 $ | +1.635,3 % | 8 | ||||