| 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 | ||||
| 274.037.358 $ | +47.616.697 $ | +41,6 % | 7 | 238.296.215 $ | +24.477.020 $ | +40,3 % | 6 | 238.206.312 $ | +43.215.544 $ | +2.136,9 % | 6 | 228.415.886 $ | +46.106.746 $ | +2.013,2 % | 6 | ||||
| VANGUARD GROUP INC | → 0 | 116.185.807 $ | +10.282.199 $ | +9,7 % | 1 | 105.903.608 $ | +736.348 $ | +0,7 % | 1 | 105.167.260 $ | +4.276.708 $ | +4,2 % | 1 | 100.890.552 $ | +6.568.737 $ | +7,0 % | 1 | ||
| VANGUARD | → 0 | 38.937.943 $ | +27.046.015 $ | +227,4 % | 1 | 35.568.892 $ | +25.207.724 $ | +243,3 % | 1 | 34.748.285 $ | +34.478.823 $ | +12.795,4 % | 1 | 33.694.580 $ | +33.416.864 $ | +12.032,7 % | 1 | ||
| iSHARES TRUST | → 0 | 34.918.710 $ | +2.719.861 $ | +8,4 % | 1 | 32.198.849 $ | -2.214.893 $ | -6,4 % | 1 | 34.413.742 $ | +189.178 $ | +0,6 % | 1 | 34.224.564 $ | +2.239.815 $ | +7,0 % | 1 | ||
| PROCTER & GAMBLE Co | PG | → 0 | Neutral | 29.903.781 $ | +375.301 $ | +1,3 % | 1 | 29.528.480 $ | +85.833 $ | +0,3 % | 1 | 29.442.647 $ | +2.171.077 $ | +8,0 % | 1 | 27.271.570 $ | -1.068.644 $ | -3,8 % | 1 |
| Dimensional ETF Trust | → 0 | 23.060.454 $ | +4.017.147 $ | +21,1 % | 1 | 19.043.307 $ | +1.613.278 $ | +9,3 % | 1 | 17.430.029 $ | +1.373.668 $ | +8,6 % | 1 | 16.056.361 $ | +2.073.367 $ | +14,8 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 17.561.350 $ | +1.508.271 $ | +9,4 % | 1 | 16.053.079 $ | -951.270 $ | -5,6 % | 1 | 17.004.349 $ | +726.090 $ | +4,5 % | 1 | 16.278.259 $ | +2.876.607 $ | +21,5 % | 1 |
| SPDR S&P 500 ETF TRUST | SPY | → 0 | 13.469.313 $ | +1.667.903 $ | +14,1 % | 1 | |||||||||||||
| 274.037.358 $ | +47.616.697 $ | +41,6 % | 7 | 238.296.215 $ | +24.477.020 $ | +40,3 % | 6 | 238.206.312 $ | +43.215.544 $ | +2.136,9 % | 6 | 228.415.886 $ | +46.106.746 $ | +2.013,2 % | 6 | ||||