| 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 | ||||
| 236.106.845 $ | +31.849.839 $ | +12,6 % | 14 | 215.130.958 $ | +5.310.793 $ | +2,2 % | 13 | 209.232.781 $ | +169.570.176 $ | +143.076,1 % | 12 | 90.584 $ | -156.712.259 $ | -74,8 % | 9 | ||||
| SCHWAB STRATEGIC TRUST | → 0 | 91.997.484 $ | +15.241.169 $ | +19,9 % | 1 | 76.756.315 $ | +2.499.201 $ | +3,4 % | 1 | 74.257.114 $ | +74.224.140 $ | +225.099,0 % | 1 | 32.974 $ | -59.487.171 $ | -99,9 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 43.219.278 $ | -5.724.356 $ | -11,7 % | 1 | 48.943.634 $ | +1.027.565 $ | +2,1 % | 1 | 47.916.069 $ | +47.904.901 $ | +428.947,9 % | 1 | 11.168 $ | -43.509.666 $ | -100,0 % | 1 | ||
| VANGUARD SPECIALIZED FUNDS | → 0 | 42.445.226 $ | +15.002.228 $ | +54,7 % | 1 | 38.316.950 $ | +18.398.730 $ | +92,4 % | 1 | 37.735.278 $ | +37.712.102 $ | +162.720,5 % | 1 | 23.176 $ | +10.004 $ | +75,9 % | 1 | ||
| VANGUARD STAR FDS | → 0 | 27.442.998 $ | +5.156.186 $ | +23,1 % | 1 | 22.286.812 $ | -16.030.138 $ | -41,8 % | 1 | 19.918.220 $ | -17.817.058 $ | -47,2 % | 1 | 13.172 $ | -32.746.048 $ | -100,0 % | 1 | ||
| WisdomTree Trust | → 0 | 25.269.407 $ | +1.526.404 $ | +6,4 % | 1 | 23.743.003 $ | +162.030 $ | +0,7 % | 1 | 23.580.973 $ | +23.573.105 $ | +299.607,3 % | 1 | 7.868 $ | -19.495.042 $ | -100,0 % | 1 | ||
| Tesla, Inc. | TSLA | → 0 | Neutral | 2.163.146 $ | +232.648 $ | +12,1 % | 1 | 1.930.498 $ | -422.887 $ | -18,0 % | 1 | 2.353.385 $ | +703.777 $ | +42,7 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 1.063.984 $ | +9.507 $ | +0,9 % | 1 | 1.054.477 $ | -80.590 $ | -7,1 % | 1 | 1.135.067 $ | +1.134.344 $ | +156.894,1 % | 1 | 723 $ | -889.322 $ | -99,9 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 346.491 $ | -53.775 $ | -13,4 % | 1 | 400.266 $ | -657.772 $ | -62,2 % | 1 | 1.058.038 $ | +1.058.038 $ | 1 | |||||
| HOME DEPOT, INC. | HD | → 0 | Neutral | 588.678 $ | +43.459 $ | +8,0 % | 1 | 545.219 $ | -21.216 $ | -3,7 % | 1 | 566.435 $ | +565.623 $ | +69.658,0 % | 1 | 812 $ | -595.705 $ | -99,9 % | 1 |
| JOHNSON & JOHNSON | JNJ | → 0 | Stark | 431.387 $ | +17.984 $ | +4,4 % | 1 | 413.403 $ | +125.877 $ | +43,8 % | 1 | 287.526 $ | +287.199 $ | +87.828,4 % | 1 | 327 $ | +327 $ | 1 | |
| Dutch Bros Inc. | BROS | → 0 | Neutral | 385.476 $ | +113.533 $ | +41,7 % | 1 | 271.943 $ | +271.943 $ | 1 | |||||||||
| Howmet Aerospace Inc. | HWM | → 0 | Neutral | 290.504 $ | +41.606 $ | +16,7 % | 1 | 248.898 $ | +27.578 $ | +12,5 % | 1 | 221.320 $ | +20.649 $ | +10,3 % | 1 | ||||
| INTEL CORP | INTC | → 0 | Neutral | 239.889 $ | +239.889 $ | 1 | |||||||||||||
| Air Products & Chemicals, Inc. | APD | → 0 | Neutral | 222.897 $ | +3.357 $ | +1,5 % | 1 | 219.540 $ | +10.472 $ | +5,0 % | 1 | ||||||||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 203.356 $ | +203.356 $ | 1 | ||||||||||||||
| UNITED PARCEL SERVICE INC | UPS | → 0 | Neutral | 364 $ | +364 $ | 1 | |||||||||||||
| 236.106.845 $ | +31.849.839 $ | +12,6 % | 14 | 215.130.958 $ | +5.310.793 $ | +2,2 % | 13 | 209.232.781 $ | +169.570.176 $ | +143.076,1 % | 12 | 90.584 $ | -156.712.259 $ | -74,8 % | 9 | ||||