| Aktie | Ticker | Breite | GCS | 2025/Q4 | 2025/Q3 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 1.963.249.183 $ | +564.496.138 $ | +7.287.972,3 % | 13 | 1.888.576.937 $ | +594.404.535 $ | +1.390,7 % | 12 | ||||
| iSHARES TRUST | → 0 | 592.512.490 $ | +35.308.179 $ | +6,3 % | 1 | 557.204.311 $ | +31.855.029 $ | +6,1 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 551.818.609 $ | +19.253.415 $ | +3,6 % | 1 | 532.565.194 $ | +15.263.948 $ | +3,0 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 369.803.526 $ | +369.752.767 $ | +728.447,7 % | 1 | 399.406.225 $ | +393.368.867 $ | +6.515,6 % | 1 | ||
| ISHARES TR | → 0 | 104.774.501 $ | +91.253.141 $ | +674,9 % | 1 | 100.500.807 $ | +86.502.029 $ | +617,9 % | 1 | ||
| BlackRock Finance, Inc. | → 0 | 83.388.707 $ | +4.547.063 $ | +5,8 % | 1 | 78.841.644 $ | +4.695.421 $ | +6,3 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 51.875.618 $ | +780.265 $ | +1,5 % | 1 | 51.095.353 $ | +11.130.016 $ | +27,8 % | 1 |
| INNOVATOR ETFS TRUST | → 0 | 37.605.825 $ | +37.605.785 $ | +94.014.462,5 % | 1 | 19.648.099 $ | +19.438.286 $ | +9.264,6 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 32.212.033 $ | -4.067.483 $ | -11,2 % | 1 | 36.279.516 $ | +388.137 $ | +1,1 % | 1 |
| SPDR SERIES TRUST | → 0 | 36.100.931 $ | +2.045.958 $ | +6,0 % | 1 | 34.054.973 $ | +5.378.294 $ | +18,8 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 33.249.620 $ | +1.945.612 $ | +6,2 % | 1 | 31.304.008 $ | +20.784.067 $ | +197,6 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Neutral | 29.786.274 $ | -354.735 $ | -1,2 % | 1 | 30.141.009 $ | +2.820.766 $ | +10,3 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 23.100.090 $ | +6.181.514 $ | +36,5 % | 1 | ||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 17.535.798 $ | +2.779.675 $ | +18,8 % | 1 | ||||
| CIBC Private Wealth Group LLC | → 0 | 17.020.959 $ | +244.657 $ | +1,5 % | 1 | ||||||
| 1.963.249.183 $ | +564.496.138 $ | +7.287.972,3 % | 13 | 1.888.576.937 $ | +594.404.535 $ | +1.390,7 % | 12 | ||||