| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 183.815.549 $ | +4.383.892 $ | +33,2 % | 20 | 165.941.798 $ | +48.229.225 $ | +18,9 % | 18 | 136.005.967 $ | +5.314.489 $ | +33,4 % | 16 | ||||
| SCHWAB STRATEGIC TRUST | → 0 | 47.085.658 $ | +5.528.562 $ | +13,3 % | 1 | 41.557.096 $ | +449.523 $ | +1,1 % | 1 | 41.107.573 $ | +2.244.792 $ | +5,8 % | 1 | ||
| VANGUARD SPECIALIZED FUNDS | → 0 | 29.429.719 $ | +24.156.034 $ | +458,0 % | 1 | 27.287.365 $ | +19.035.026 $ | +230,7 % | 1 | 26.483.915 $ | +21.209.284 $ | +402,1 % | 1 | ||
| SPDR SERIES TRUST | → 0 | 27.122.826 $ | +525.352 $ | +2,0 % | 1 | ||||||||||
| VANGUARD GROUP INC | → 0 | 26.999.033 $ | +251.354 $ | +0,9 % | 1 | 26.747.679 $ | +26.747.679 $ | 1 | |||||||
| COZAD ASSET MANAGEMENT INC | → 0 | 26.025.892 $ | -69.006 $ | -0,3 % | 1 | 26.094.898 $ | +1.060.552 $ | +4,2 % | 1 | 25.034.346 $ | +1.276.339 $ | +5,4 % | 1 | ||
| VANGUARD STAR FDS | → 0 | 19.672.279 $ | +6.795.754 $ | +52,8 % | 1 | 12.876.525 $ | -14.410.840 $ | -52,8 % | 1 | 5.274.631 $ | +519.820 $ | +10,9 % | 1 | ||
| Capital Group Dividend Value ETF | → 0 | 13.668.254 $ | +2.106.274 $ | +18,2 % | 1 | 11.561.980 $ | +11.561.980 $ | 1 | |||||||
| J P MORGAN EXCHANGE TRADED F | → 0 | 7.911.231 $ | -21.518.488 $ | -73,1 % | 1 | 8.252.339 $ | +3.138.968 $ | +61,4 % | 1 | ||||||
| ISHARES TR | → 0 | 5.273.685 $ | -14.398.594 $ | -73,2 % | 1 | 5.113.371 $ | +57.361 $ | +1,1 % | 1 | 5.056.010 $ | -21.427.905 $ | -80,9 % | 1 | ||
| JOHNSON & JOHNSON | JNJ | → 0 | Neutral | 2.776.603 $ | +514.958 $ | +22,8 % | 1 | 2.261.645 $ | +222.957 $ | +10,9 % | 1 | 2.038.688 $ | +359.641 $ | +21,4 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 990.323 $ | +103.850 $ | +11,7 % | 1 | 886.473 $ | +173.967 $ | +24,4 % | 1 | 712.506 $ | +221.377 $ | +45,1 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 701.332 $ | -179.967 $ | -20,4 % | 1 | 881.299 $ | +39.274 $ | +4,7 % | 1 | 842.025 $ | +161.969 $ | +23,8 % | 1 |
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Neutral | 830.414 $ | +531.801 $ | +178,1 % | 1 | 298.613 $ | +60.954 $ | +25,6 % | 1 | 237.659 $ | +25.491 $ | +12,0 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 380.145 $ | -125.287 $ | -24,8 % | 1 | 505.432 $ | -122.958 $ | -19,6 % | 1 | 628.390 $ | +14.972 $ | +2,4 % | 1 |
| Tesla, Inc. | TSLA | → 0 | Schwach | 555.192 $ | -38.438 $ | -6,5 % | 1 | 593.630 $ | +6.600 $ | +1,1 % | 1 | 587.030 $ | +167.719 $ | +40,0 % | 1 |
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 361.326 $ | +361.326 $ | 1 | |||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 340.350 $ | -3.803 $ | -1,1 % | 1 | 344.153 $ | +16.774 $ | +5,1 % | 1 | 327.379 $ | +269 $ | +0,1 % | 1 |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 249.695 $ | -21.736 $ | -8,0 % | 1 | 271.431 $ | -34.738 $ | -11,3 % | 1 | 306.169 $ | +4.020 $ | +1,3 % | 1 |
| AEHR TEST SYSTEMS | AEHR | → 0 | Neutral | 250.717 $ | +250.717 $ | 1 | |||||||||
| iShares Silver Trust | SLV | → 0 | 232.749 $ | +232.749 $ | 1 | ||||||||||
| Energy Transfer LP | ET | → 0 | 204.070 $ | +28.950 $ | +16,5 % | 1 | 175.120 $ | -6.603 $ | -3,6 % | 1 | 181.723 $ | -9.756 $ | -5,1 % | 1 | |
| Turn Therapeutics Inc. | TTRX | → 0 | Schwach | 109.631 $ | +109.631 $ | 1 | |||||||||
| Lithium Argentina AG | LAR | → 0 | Schwach | 65.097 $ | +21.105 $ | +48,0 % | 1 | ||||||||
| 183.815.549 $ | +4.383.892 $ | +33,2 % | 20 | 165.941.798 $ | +48.229.225 $ | +18,9 % | 18 | 136.005.967 $ | +5.314.489 $ | +33,4 % | 16 | ||||