| Aktie | Ticker | Breite | GCS | 2025/Q3 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 139.240.243 $ | +6.623.549 $ | +3.733,3 % | 25 | ||||
| iSHARES TRUST | → 0 | 28.036.407 $ | -986.360 $ | -3,4 % | 1 | ||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 24.605.923 $ | +225.473 $ | +0,9 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 15.360.220 $ | +15.342.846 $ | +88.309,2 % | 1 | ||
| WisdomTree, Inc. | WT | → 0 | Stark | 10.497.611 $ | +786.882 $ | +8,1 % | 1 |
| VANGUARD WHITEHALL FDS | → 0 | 9.581.699 $ | +8.036.516 $ | +520,1 % | 1 | ||
| AMERICAN EXPRESS CO | AXP | → 0 | Neutral | 6.575.873 $ | +188.203 $ | +2,9 % | 1 |
| BROOKFIELD Corp /ON/ | BN | → 0 | 5.580.706 $ | +385.410 $ | +7,4 % | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 4.045.659 $ | +1.061.943 $ | +35,6 % | 1 |
| VANGUARD GROUP INC | → 0 | 3.528.007 $ | +301.606 $ | +9,3 % | 1 | ||
| Ancora Advisors LLC | → 0 | 3.522.879 $ | +53.945 $ | +1,6 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 3.352.394 $ | -37.057 $ | -1,1 % | 1 | ||
| AMAZON COM INC | AMZN | → 0 | Stark | 3.068.306 $ | -31.875 $ | -1,0 % | 1 |
| VISA INC. | V | → 0 | Neutral | 2.669.589 $ | -70.704 $ | -2,6 % | 1 |
| MARKEL GROUP INC. | MKL | → 0 | Neutral | 2.650.262 $ | -276.759 $ | -9,5 % | 1 |
| AUTOMATIC DATA PROCESSING INC | ADP | → 0 | Neutral | 2.209.281 $ | -118.771 $ | -5,1 % | 1 |
| VANGUARD STAR FDS | → 0 | 1.984.742 $ | -7.417.739 $ | -78,9 % | 1 | ||
| ISHARES TR | → 0 | 1.972.550 $ | -13.387.670 $ | -87,2 % | 1 | ||
| JOHNSON & JOHNSON | JNJ | → 0 | Neutral | 1.633.881 $ | +409.249 $ | +33,4 % | 1 |
| Brookfield Asset Management Ltd. | BAM | → 0 | Neutral | 1.597.915 $ | -35.736 $ | -2,2 % | 1 |
| VANGUARD WELLINGTON FD | → 0 | 1.545.183 $ | +1.511.448 $ | +4.480,4 % | 1 | ||
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | → 0 | 1.491.812 $ | +183.163 $ | +14,0 % | 1 | ||
| CIBC Private Wealth Group LLC | → 0 | 1.071.225 $ | +45.878 $ | +4,5 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 991.874 $ | +45.303 $ | +4,8 % | 1 |
| LATTICE STRATEGIES TR | → 0 | 860.477 $ | +414.193 $ | +92,8 % | 1 | ||
| iShares, Inc. | → 0 | 805.768 $ | -5.838 $ | -0,7 % | 1 | ||
| 139.240.243 $ | +6.623.549 $ | +3.733,3 % | 25 | ||||