| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 148.693.757 $ | +84.499.396 $ | +9.198,8 % | 9 | 141.383.664 $ | +77.829.975 $ | +10.194,2 % | 8 | 132.771.678 $ | +69.984.192 $ | +3.578,4 % | 8 | ||||
| ISHARES TR | → 0 | 82.713.357 $ | +82.609.387 $ | +79.455,0 % | 1 | 75.372.398 $ | +75.279.942 $ | +81.422,5 % | 1 | 67.953.787 $ | +67.644.305 $ | +21.857,3 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 25.402.056 $ | -2.012.028 $ | -7,3 % | 1 | 27.414.084 $ | +185.758 $ | +0,7 % | 1 | 27.228.326 $ | +449.445 $ | +1,7 % | 1 | ||
| iSHARES TRUST | → 0 | 15.766.364 $ | -598.155 $ | -3,7 % | 1 | 16.364.519 $ | -74.956 $ | -0,5 % | 1 | 16.439.475 $ | +983.367 $ | +6,4 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 12.807.661 $ | -375.012 $ | -2,8 % | 1 | 13.182.673 $ | +634.229 $ | +5,1 % | 1 | 12.548.444 $ | -2.207.388 $ | -15,0 % | 1 |
| iShares, Inc. | → 0 | 4.354.106 $ | +1.102.738 $ | +33,9 % | 1 | 3.251.368 $ | +246.467 $ | +8,2 % | 1 | 3.004.901 $ | +211.117 $ | +7,6 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 3.015.181 $ | +2.924.013 $ | +3.207,3 % | 1 | 2.722.486 $ | +1.407.766 $ | +107,1 % | 1 | 2.671.378 $ | +2.632.370 $ | +6.748,3 % | 1 | ||
| Walmart Inc. | WMT | → 0 | Sehr stark | 1.629.360 $ | +27.507 $ | +1,7 % | 1 | 1.601.853 $ | +120.056 $ | +8,1 % | 1 | 1.481.797 $ | +65.258 $ | +4,6 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 1.611.526 $ | +137.243 $ | +9,3 % | 1 | 1.474.283 $ | +30.713 $ | +2,1 % | 1 | 1.443.570 $ | +205.718 $ | +16,6 % | 1 |
| VANGUARD WHITEHALL FDS | → 0 | 1.394.146 $ | +683.703 $ | +96,2 % | 1 | ||||||||||
| 148.693.757 $ | +84.499.396 $ | +9.198,8 % | 9 | 141.383.664 $ | +77.829.975 $ | +10.194,2 % | 8 | 132.771.678 $ | +69.984.192 $ | +3.578,4 % | 8 | ||||