| 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 | ||||
| 85.127.062 $ | +47.178.021 $ | +4.467,8 % | 7 | 71.001.818 $ | +34.373.509 $ | +2.883,2 % | 6 | 77.507.341 $ | +25.332.176 $ | +3.015,1 % | 7 | 67.693.561 $ | +15.780.517 $ | +1.969,9 % | 5 | ||||
| VANGUARD TAX-MANAGED FDS | → 0 | 25.986.880 $ | +24.412.877 $ | +1.551,0 % | 1 | 23.657.616 $ | +23.439.503 $ | +10.746,5 % | 1 | 23.246.984 $ | +8.891.753 $ | +61,9 % | 1 | 22.393.476 $ | +22.168.674 $ | +9.861,4 % | 1 | ||
| ISHARES TR | → 0 | 16.737.546 $ | +16.681.296 $ | +29.655,6 % | 1 | 14.524.092 $ | +14.306.495 $ | +6.574,8 % | 1 | 14.355.231 $ | +14.287.158 $ | +20.988,0 % | 1 | 14.621.513 $ | -7.771.963 $ | -34,7 % | 1 | ||
| QUALCOMM INC/DE | QCOM | → 0 | Neutral | 15.810.448 $ | +4.680.894 $ | +42,1 % | 1 | 11.129.554 $ | -3.620.258 $ | -24,5 % | 1 | 14.749.812 $ | +388.619 $ | +2,7 % | 1 | 14.361.193 $ | +578.514 $ | +4,2 % | 1 |
| iSHARES TRUST | → 0 | 12.898.751 $ | +713.882 $ | +5,9 % | 1 | 12.184.869 $ | +271.543 $ | +2,3 % | 1 | 11.913.326 $ | -290.199 $ | -2,4 % | 1 | 12.203.525 $ | +219.236 $ | +1,8 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 5.436.945 $ | +934.670 $ | +20,8 % | 1 | 4.502.275 $ | -421.667 $ | -8,6 % | 1 | 4.923.942 $ | +1.297.326 $ | +35,8 % | 1 | ||||
| SPDR GOLD TRUST | GLD | → 0 | 4.296.784 $ | -706.628 $ | -14,1 % | 1 | 5.003.412 $ | +397.893 $ | +8,6 % | 1 | 4.605.519 $ | +491.665 $ | +12,0 % | 1 | 4.113.854 $ | +586.056 $ | +16,6 % | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 3.959.708 $ | +461.030 $ | +13,2 % | 1 | 3.712.527 $ | +265.854 $ | +7,7 % | 1 | ||||||||
| 85.127.062 $ | +47.178.021 $ | +4.467,8 % | 7 | 71.001.818 $ | +34.373.509 $ | +2.883,2 % | 6 | 77.507.341 $ | +25.332.176 $ | +3.015,1 % | 7 | 67.693.561 $ | +15.780.517 $ | +1.969,9 % | 5 | ||||