| 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 | ||||
| 871.792.872 $ | +304.242.512 $ | +24.851,1 % | 7 | 700.727.606 $ | +201.219.483 $ | +839.669,5 % | 6 | 756.092.444 $ | +326.208.028 $ | +43.369,3 % | 7 | 603.754.842 $ | +287.708.049 $ | +16.517,8 % | 5 | ||||
| VANGUARD GROUP INC | → 0 | 253.423.273 $ | +43.152.530 $ | +20,5 % | 1 | 210.270.743 $ | -33.474.740 $ | -13,7 % | 1 | 243.745.483 $ | +9.715.431 $ | +4,2 % | 1 | 234.030.052 $ | +22.648.789 $ | +10,7 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 148.242.585 $ | +17.882.849 $ | +13,7 % | 1 | 130.359.736 $ | +6.871.944 $ | +5,6 % | 1 | 123.487.792 $ | +14.876.738 $ | +13,7 % | 1 | 108.611.054 $ | +10.926.427 $ | +11,2 % | 1 | ||
| VANGUARD STAR FDS | → 0 | 147.123.186 $ | +140.290.235 $ | +2.053,1 % | 1 | 126.710.494 $ | +121.253.705 $ | +2.222,1 % | 1 | 105.076.995 $ | +103.730.493 $ | +7.703,7 % | 1 | 94.523.922 $ | +92.676.179 $ | +5.015,6 % | 1 | ||
| ISHARES TR | → 0 | 119.367.365 $ | +119.297.948 $ | +171.857,0 % | 1 | 109.916.241 $ | +33.471.796 $ | +43,8 % | 1 | 102.572.946 $ | +102.532.206 $ | +251.674,5 % | 1 | 90.329.180 $ | +85.296.420 $ | +1.694,8 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 91.033.830 $ | -35.676.664 $ | -28,2 % | 1 | 76.444.445 $ | +76.442.927 $ | +5.035.765,9 % | 1 | 83.359.059 $ | +83.170.713 $ | +44.158,5 % | 1 | 76.260.634 $ | +76.160.234 $ | +75.856,8 % | 1 | ||
| iSHARES TRUST | → 0 | 56.583.355 $ | +9.557.408 $ | +20,3 % | 1 | 47.025.947 $ | -3.346.149 $ | -6,6 % | 1 | 50.372.096 $ | +10.868.185 $ | +27,5 % | 1 | ||||||
| Apple Inc. | AAPL | → 0 | Neutral | 56.019.278 $ | +9.738.206 $ | +21,0 % | 1 | ||||||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 47.478.073 $ | +1.314.262 $ | +2,8 % | 1 | ||||||||||||
| 871.792.872 $ | +304.242.512 $ | +24.851,1 % | 7 | 700.727.606 $ | +201.219.483 $ | +839.669,5 % | 6 | 756.092.444 $ | +326.208.028 $ | +43.369,3 % | 7 | 603.754.842 $ | +287.708.049 $ | +16.517,8 % | 5 | ||||