| 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 | ||||
| 118.419.482 $ | +18.194.017 $ | +22,4 % | 9 | 100.225.465 $ | -11.320.192 $ | -9,2 % | 8 | 111.545.657 $ | +7.786.511 $ | +6,2 % | 8 | 110.452.340 $ | +14.692.560 $ | +13,6 % | 8 | ||||
| VANGUARD WORLD FUND | → 0 | 46.129.409 $ | +7.147.675 $ | +18,3 % | 1 | 38.981.734 $ | -9.643.483 $ | -19,8 % | 1 | 48.625.217 $ | +1.106.678 $ | +2,3 % | 1 | 47.518.539 $ | +5.395.610 $ | +12,8 % | 1 | ||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 26.969.238 $ | +5.684.524 $ | +26,7 % | 1 | 21.284.714 $ | -4.980.160 $ | -19,0 % | 1 | 26.264.874 $ | +354.056 $ | +1,4 % | 1 | 25.910.818 $ | +4.375.233 $ | +20,3 % | 1 | |
| ISHARES TR | → 0 | 22.368.740 $ | +2.815.825 $ | +14,4 % | 1 | 19.552.915 $ | +1.009.731 $ | +5,4 % | 1 | 18.543.184 $ | +348.708 $ | +1,9 % | 1 | 18.194.476 $ | +2.809.526 $ | +18,3 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 11.437.775 $ | +110.251 $ | +1,0 % | 1 | 11.327.524 $ | +331.402 $ | +3,0 % | 1 | 10.996.122 $ | +102.862 $ | +0,9 % | 1 | 10.893.260 $ | -5.064.457 $ | -31,7 % | 1 | ||
| iSHARES TRUST | → 0 | 9.802.181 $ | +1.725.565 $ | +21,4 % | 1 | 8.076.616 $ | +2.299.487 $ | +39,8 % | 1 | 5.777.129 $ | +5.777.129 $ | 1 | |||||||
| SCHWAB STRATEGIC TRUST | → 0 | 6.693.194 $ | +6.693.194 $ | 1 | |||||||||||||||
| Tesla, Inc. | TSLA | → 0 | Schwach | 567.810 $ | +10.185 $ | +1,8 % | 1 | 557.625 $ | -116.955 $ | -17,3 % | 1 | 674.580 $ | +7.500 $ | +1,1 % | 1 | 667.080 $ | +190.590 $ | +40,0 % | 1 |
| BRISTOL MYERS SQUIBB CO | BMY | → 0 | Neutral | 491.211 $ | +491.211 $ | 1 | |||||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 321.479 $ | +84.185 $ | +35,5 % | 1 | 237.294 $ | -130.533 $ | -35,5 % | 1 | 367.827 $ | +23.313 $ | +6,8 % | 1 | 344.514 $ | +62.405 $ | +22,1 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 331.639 $ | +124.596 $ | +60,2 % | 1 | 207.043 $ | -89.681 $ | -30,2 % | 1 | 296.724 $ | +66.265 $ | +28,8 % | 1 | 230.459 $ | +230.459 $ | 1 | |
| 118.419.482 $ | +18.194.017 $ | +22,4 % | 9 | 100.225.465 $ | -11.320.192 $ | -9,2 % | 8 | 111.545.657 $ | +7.786.511 $ | +6,2 % | 8 | 110.452.340 $ | +14.692.560 $ | +13,6 % | 8 | ||||