| 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 | ||||
| 1.322.227.314 $ | +143.334.214 $ | +50,4 % | 5 | 1.272.536.518 $ | +60.446.003 $ | +2.879,6 % | 6 | 1.322.098.007 $ | +132.678.208 $ | +149,6 % | 7 | 1.249.717.648 $ | +150.869.774 $ | +87,9 % | 7 | ||||
| iSHARES TRUST | → 0 | 983.597.404 $ | +73.170.984 $ | +8,0 % | 1 | 910.426.420 $ | +34.673.922 $ | +4,0 % | 1 | 875.752.498 $ | +39.644.043 $ | +4,7 % | 1 | 836.108.455 $ | +24.558.767 $ | +3,0 % | 1 | ||
| AMGEN INC | AMGN | → 0 | Stark | 126.021.002 $ | +3.587.810 $ | +2,9 % | 1 | 122.433.192 $ | +7.625.324 $ | +6,6 % | 1 | 114.807.868 $ | +15.864.965 $ | +16,0 % | 1 | 98.942.903 $ | +1.046.509 $ | +1,1 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 72.116.916 $ | +13.140.048 $ | +22,3 % | 1 | 58.976.868 $ | -32.146.251 $ | -35,3 % | 1 | 91.123.119 $ | +20.526.798 $ | +29,1 % | 1 | 70.596.321 $ | +17.360.207 $ | +32,6 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 73.891.117 $ | +8.648.498 $ | +13,3 % | 1 | 65.242.619 $ | -23.326.212 $ | -26,3 % | 1 | 88.568.831 $ | +5.049.062 $ | +6,0 % | 1 | 83.519.769 $ | +19.495.604 $ | +30,5 % | 1 |
| VANGUARD MUN BD FDS | → 0 | 66.600.875 $ | +44.786.874 $ | +205,3 % | 1 | 65.847.686 $ | +65.469.440 $ | +17.308,7 % | 1 | 65.435.911 $ | +59.529.647 $ | +1.007,9 % | 1 | 66.204.113 $ | +46.348.524 $ | +233,4 % | 1 | ||
| VANGUARD SCOTTSDALE FUNDS | → 0 | 49.609.733 $ | +8.149.780 $ | +19,7 % | 1 | 41.459.953 $ | -5.930.262 $ | -12,5 % | 1 | 47.390.215 $ | +35.494.895 $ | +298,4 % | 1 | ||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 44.949.827 $ | -2.006.045 $ | -4,3 % | 1 | 46.955.872 $ | +6.565.268 $ | +16,3 % | 1 | ||||||||
| 1.322.227.314 $ | +143.334.214 $ | +50,4 % | 5 | 1.272.536.518 $ | +60.446.003 $ | +2.879,6 % | 6 | 1.322.098.007 $ | +132.678.208 $ | +149,6 % | 7 | 1.249.717.648 $ | +150.869.774 $ | +87,9 % | 7 | ||||