| 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 | ||||
| 67.755.628 $ | +15.833.244 $ | +27,2 % | 6 | 62.168.924 $ | +857.013 $ | +14,8 % | 6 | 60.817.681 $ | +1.207.032 $ | +15,7 % | 6 | 58.827.863 $ | +3.144.551 $ | +20,2 % | 6 | ||||
| VANGUARD TAX-MANAGED FDS | → 0 | 21.871.969 $ | +12.447.551 $ | +132,1 % | 1 | 19.670.958 $ | +11.354.452 $ | +136,5 % | 1 | 19.176.728 $ | +11.078.498 $ | +136,8 % | 1 | 18.393.942 $ | +10.777.460 $ | +141,5 % | 1 | ||
| iSHARES TRUST | → 0 | 15.179.335 $ | +2.649.879 $ | +21,1 % | 1 | 12.529.456 $ | +92.960 $ | +0,7 % | 1 | 12.436.496 $ | +212.193 $ | +1,7 % | 1 | 12.224.303 $ | +1.322.161 $ | +12,1 % | 1 | ||
| VANGUARD STAR FDS | → 0 | 9.424.418 $ | +923.812 $ | +10,9 % | 1 | 8.500.606 $ | -11.170.352 $ | -56,8 % | 1 | 8.316.506 $ | -10.860.222 $ | -56,6 % | 1 | 8.098.230 $ | -10.295.712 $ | -56,0 % | 1 | ||
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | → 0 | 7.710.013 $ | +949.090 $ | +14,0 % | 1 | 6.760.923 $ | +147.768 $ | +2,2 % | 1 | 6.613.155 $ | +79.474 $ | +1,2 % | 1 | 6.533.681 $ | +323.927 $ | +5,2 % | 1 | |
| Sprott Physical Gold Trust | PHYS | → 0 | 6.460.423 $ | -1.128.486 $ | -14,9 % | 1 | 7.588.909 $ | +518.204 $ | +7,3 % | 1 | 7.070.705 $ | +728.056 $ | +11,5 % | 1 | 6.342.649 $ | +914.352 $ | +16,8 % | 1 | |
| VANGUARD GROUP INC | → 0 | 7.109.470 $ | -8.602 $ | -0,1 % | 1 | 7.118.072 $ | -86.019 $ | -1,2 % | 1 | 7.204.091 $ | -30.967 $ | -0,4 % | 1 | 7.235.058 $ | +102.363 $ | +1,4 % | 1 | ||
| 67.755.628 $ | +15.833.244 $ | +27,2 % | 6 | 62.168.924 $ | +857.013 $ | +14,8 % | 6 | 60.817.681 $ | +1.207.032 $ | +15,7 % | 6 | 58.827.863 $ | +3.144.551 $ | +20,2 % | 6 | ||||