| 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 | ||||
| 175.308.709 $ | +14.236.249 $ | +3.702,0 % | 8 | 147.134.635 $ | -24.328.886 $ | -17,7 % | 6 | 171.463.521 $ | +66.315.614 $ | +4.461,5 % | 6 | 167.163.580 $ | +74.056.943 $ | +2.151,5 % | 5 | ||||
| SCHWAB STRATEGIC TR | → 0 | 77.775.227 $ | +77.512.064 $ | +29.454,0 % | 1 | 66.097.490 $ | -266.929 $ | -0,4 % | 1 | 66.364.419 $ | +66.116.399 $ | +26.657,7 % | 1 | 66.800.410 $ | +66.182.215 $ | +10.705,7 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 13.972.030 $ | -666.341 $ | -4,6 % | 1 | 14.638.371 $ | -12.375.954 $ | -45,8 % | 1 | 27.014.325 $ | -6.715.326 $ | -19,9 % | 1 | 33.729.651 $ | +1.862.173 $ | +5,8 % | 1 |
| SSGA Active Trust | → 0 | 14.885.913 $ | -10.728.982 $ | -41,9 % | 1 | 25.614.895 $ | -2.554.189 $ | -9,1 % | 1 | 28.169.084 $ | +688.312 $ | +2,5 % | 1 | 27.480.772 $ | +3.747.614 $ | +15,8 % | 1 | ||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 22.739.853 $ | +992.644 $ | +4,6 % | 1 | 21.747.209 $ | -5.926.221 $ | -21,4 % | 1 | 27.673.430 $ | -157.706 $ | -0,6 % | 1 | 27.831.136 $ | -481.359 $ | -1,7 % | 1 |
| J P MORGAN EXCHANGE TRADED F | → 0 | 14.039.476 $ | -63.735.751 $ | -81,9 % | 1 | ||||||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 13.580.768 $ | +2.827.129 $ | +26,3 % | 1 | 10.753.639 $ | -1.456.169 $ | -11,9 % | 1 | 12.209.808 $ | +888.197 $ | +7,8 % | 1 | 11.321.611 $ | +2.746.300 $ | +32,0 % | 1 |
| RBB FUND, INC. | → 0 | 12.044.026 $ | +3.760.995 $ | +45,4 % | 1 | 8.283.031 $ | -1.749.424 $ | -17,4 % | 1 | 10.032.455 $ | +5.495.738 $ | +121,1 % | 1 | ||||||
| iSHARES TRUST | → 0 | 6.271.416 $ | +4.274.491 $ | +214,1 % | 1 | ||||||||||||||
| 175.308.709 $ | +14.236.249 $ | +3.702,0 % | 8 | 147.134.635 $ | -24.328.886 $ | -17,7 % | 6 | 171.463.521 $ | +66.315.614 $ | +4.461,5 % | 6 | 167.163.580 $ | +74.056.943 $ | +2.151,5 % | 5 | ||||