| 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 | ||||
| 223.961.105 $ | +90.376.060 $ | +836,5 % | 7 | 175.190.909 $ | +41.780.381 $ | +1.681,1 % | 6 | 196.172.119 $ | +84.900.425 $ | +516,3 % | 6 | 165.392.502 $ | +70.421.616 $ | +1.022,3 % | 6 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 33.800.337 $ | +5.006.500 $ | +17,4 % | 1 | 28.793.837 $ | -20.385.405 $ | -41,5 % | 1 | 49.179.242 $ | +25.582.054 $ | +108,4 % | 1 | 23.597.188 $ | +6.604.329 $ | +38,9 % | 1 |
| iSHARES TRUST | → 0 | 40.768.365 $ | +4.594.430 $ | +12,7 % | 1 | 36.173.935 $ | -833.257 $ | -2,3 % | 1 | 37.007.192 $ | -1.691.380 $ | -4,4 % | 1 | 38.698.572 $ | +705.473 $ | +1,9 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 38.097.067 $ | +37.223.701 $ | +4.262,1 % | 1 | 34.159.751 $ | +33.397.596 $ | +4.382,0 % | 1 | 32.182.992 $ | +28.840.700 $ | +862,9 % | 1 | 30.714.116 $ | +29.111.506 $ | +1.816,5 % | 1 | ||
| ISHARES TR | → 0 | 35.267.497 $ | +33.084.868 $ | +1.515,8 % | 1 | 30.774.654 $ | +30.248.752 $ | +5.751,8 % | 1 | 31.866.656 $ | +30.433.277 $ | +2.123,2 % | 1 | 28.182.363 $ | +27.533.272 $ | +4.241,8 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 28.805.026 $ | +4.130.884 $ | +16,7 % | 1 | 24.674.142 $ | +731.866 $ | +3,1 % | 1 | 23.942.276 $ | +1.192.983 $ | +5,2 % | 1 | 22.749.293 $ | +4.616.063 $ | +25,5 % | 1 | ||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 25.590.670 $ | +4.976.080 $ | +24,1 % | 1 | 20.614.590 $ | -1.379.171 $ | -6,3 % | 1 | 21.993.761 $ | +542.791 $ | +2,5 % | 1 | 21.450.970 $ | +1.850.973 $ | +9,4 % | 1 | |
| VANGUARD GROUP INC | → 0 | 21.632.143 $ | +1.359.597 $ | +6,7 % | 1 | ||||||||||||||
| 223.961.105 $ | +90.376.060 $ | +836,5 % | 7 | 175.190.909 $ | +41.780.381 $ | +1.681,1 % | 6 | 196.172.119 $ | +84.900.425 $ | +516,3 % | 6 | 165.392.502 $ | +70.421.616 $ | +1.022,3 % | 6 | ||||