| 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 | ||||
| 307.890.227 $ | +94.866.942 $ | +4.210,2 % | 8 | 315.639.770 $ | +50.132.970 $ | +1.038,6 % | 8 | 321.244.466 $ | +41.054.264 $ | +965,2 % | 9 | ||||
| COZAD ASSET MANAGEMENT INC | → 0 | 99.910.204 $ | -1.187.355 $ | -1,2 % | 1 | 101.097.559 $ | +3.550.300 $ | +3,6 % | 1 | 97.547.259 $ | -11.400.588 $ | -10,5 % | 1 | ||
| ISHARES TR | → 0 | 56.656.947 $ | +56.454.437 $ | +27.877,4 % | 1 | 54.298.287 $ | +53.652.540 $ | +8.308,6 % | 1 | 53.394.560 $ | +52.784.999 $ | +8.659,5 % | 1 | ||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 46.211.530 $ | -3.610.002 $ | -7,2 % | 1 | 49.821.532 $ | +1.439.165 $ | +3,0 % | 1 | 48.382.367 $ | +5.329.809 $ | +12,4 % | 1 | |
| VANGUARD WHITEHALL FDS | → 0 | 47.246.571 $ | +46.449.820 $ | +5.829,9 % | 1 | 45.089.920 $ | -9.208.367 $ | -17,0 % | 1 | 43.636.228 $ | -9.758.332 $ | -18,3 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 16.958.568 $ | -1.254.283 $ | -6,9 % | 1 | 18.212.851 $ | +359.285 $ | +2,0 % | 1 | 17.853.566 $ | +681.401 $ | +4,0 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 15.427.255 $ | -2.133.044 $ | -12,1 % | 1 | 17.560.299 $ | -347.157 $ | -1,9 % | 1 | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 15.533.187 $ | -1.293.115 $ | -7,7 % | 1 | 16.826.302 $ | -190.231 $ | -1,1 % | 1 | 17.016.533 $ | +226.879 $ | +1,4 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 13.428.173 $ | -1.437.891 $ | -9,7 % | 1 | 14.866.064 $ | +2.663.322 $ | +21,8 % | 1 | 12.202.742 $ | +3.495.664 $ | +40,1 % | 1 |
| ADVISORS MANAGEMENT GROUP INC /ADV | → 0 | 13.650.912 $ | +41.589 $ | +0,3 % | 1 | ||||||||||
| iSHARES TRUST | → 0 | 11.945.047 $ | +745.331 $ | +6,7 % | 1 | ||||||||||
| 307.890.227 $ | +94.866.942 $ | +4.210,2 % | 8 | 315.639.770 $ | +50.132.970 $ | +1.038,6 % | 8 | 321.244.466 $ | +41.054.264 $ | +965,2 % | 9 | ||||