| 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 | ||||
| 3.138.134.810 $ | +817.497.784 $ | +11.462,4 % | 7 | 2.492.133.224 $ | +812.078.450 $ | +14.529,6 % | 6 | 1.773.572.540 $ | -143.942.840 $ | +3.656,4 % | 5 | 2.321.309.378 $ | +569.332.510 $ | +1.743,4 % | 7 | ||||
| iSHARES TRUST | → 0 | 1.072.623.240 $ | +219.938.809 $ | +25,8 % | 1 | 852.684.431 $ | +27.402.856 $ | +3,3 % | 1 | 825.281.575 $ | -18.094.100 $ | -2,1 % | 1 | 843.375.675 $ | +198.497.682 $ | +30,8 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 848.625.593 $ | +137.323.435 $ | +19,3 % | 1 | 711.302.158 $ | +540.001.009 $ | +315,2 % | 1 | 171.301.149 $ | -424.651.067 $ | -71,3 % | 1 | 595.952.216 $ | +95.950.857 $ | +19,2 % | 1 | ||
| BBR PARTNERS, LLC | → 0 | 615.958.432 $ | +105.269.798 $ | +20,6 % | 1 | 510.688.634 $ | +53.300.271 $ | +11,7 % | 1 | 457.388.363 $ | +108.831.812 $ | +31,2 % | 1 | 348.556.551 $ | -10.797.409 $ | -3,0 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 207.200.964 $ | +206.925.387 $ | +75.088,0 % | 1 | 173.921.214 $ | +173.721.143 $ | +86.829,7 % | 1 | 183.006.302 $ | +182.012.684 $ | +18.318,2 % | 1 | 187.888.042 $ | +186.339.911 $ | +12.036,4 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 168.646.272 $ | +26.259.714 $ | +18,4 % | 1 | 142.386.558 $ | +5.791.407 $ | +4,2 % | 1 | 136.595.151 $ | +7.957.831 $ | +6,2 % | 1 | 128.637.320 $ | +41.659.944 $ | +47,9 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 117.344.960 $ | +37.772.388 $ | +47,5 % | 1 | ||||||||||||
| COZAD ASSET MANAGEMENT INC | → 0 | 114.345.917 $ | +13.195.688 $ | +13,0 % | 1 | 101.150.229 $ | +11.861.764 $ | +13,3 % | 1 | 99.554.614 $ | +19.909.137 $ | +25,0 % | 1 | ||||||
| ISHARES TR | → 0 | 110.734.392 $ | +108.584.953 $ | +5.051,8 % | 1 | ||||||||||||||
| 3.138.134.810 $ | +817.497.784 $ | +11.462,4 % | 7 | 2.492.133.224 $ | +812.078.450 $ | +14.529,6 % | 6 | 1.773.572.540 $ | -143.942.840 $ | +3.656,4 % | 5 | 2.321.309.378 $ | +569.332.510 $ | +1.743,4 % | 7 | ||||