| Aktie | Ticker | Breite | GCS | 2026/Q2 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 77.888.405 $ | +56.520.313 $ | -70,8 % | 24 | ||||
| iSHARES TRUST | → 0 | 28.809.462 $ | +28.809.462 $ | 1 | |||
| ISHARES TR | → 0 | 19.687.467 $ | +19.687.467 $ | 1 | |||
| BlackRock Finance, Inc. | → 0 | 9.426.061 $ | +9.426.061 $ | 1 | |||
| COZAD ASSET MANAGEMENT INC | → 0 | 4.524.543 $ | +4.524.543 $ | 1 | |||
| Apple Inc. | AAPL | → 0 | Neutral | 2.243.912 $ | +2.243.912 $ | 1 | |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | → 0 | 1.705.940 $ | +1.705.940 $ | 1 | |||
| VANGUARD STAR FDS | → 0 | 1.680.625 $ | -18.006.842 $ | -91,5 % | 1 | ||
| SCHWAB STRATEGIC TRUST | → 0 | 1.270.267 $ | +1.270.267 $ | 1 | |||
| Merck & Co., Inc. | MRK | → 0 | Neutral | 1.251.444 $ | +1.251.444 $ | 1 | |
| VANGUARD TAX-MANAGED FDS | → 0 | 838.686 $ | -841.939 $ | -50,1 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 825.661 $ | +825.661 $ | 1 | |
| NVIDIA CORP | NVDA | → 0 | Neutral | 798.565 $ | +798.565 $ | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 792.342 $ | +792.342 $ | 1 | |
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 715.670 $ | +715.670 $ | 1 | |||
| SPDR SERIES TRUST | → 0 | 671.395 $ | +671.395 $ | 1 | |||
| VANGUARD WORLD FUND | → 0 | 579.277 $ | +579.277 $ | 1 | |||
| VANGUARD SCOTTSDALE FUNDS | → 0 | 369.155 $ | +369.155 $ | 1 | |||
| SMITH SHELLNUT WILSON LLC /ADV | → 0 | 314.991 $ | +314.991 $ | 1 | |||
| INTEL CORP | INTC | → 0 | Neutral | 296.735 $ | +296.735 $ | 1 | |
| AMAZON COM INC | AMZN | → 0 | Stark | 275.859 $ | +275.859 $ | 1 | |
| iShares, Inc. | → 0 | 235.428 $ | +235.428 $ | 1 | |||
| Broadcom Inc. | AVGO | → 0 | Stark | 235.379 $ | +235.379 $ | 1 | |
| Airbnb, Inc. | ABNB | → 0 | Neutral | 234.751 $ | +234.751 $ | 1 | |
| JETBLUE AIRWAYS CORP | JBLU | → 0 | Schwach | 104.790 $ | +104.790 $ | 1 | |
| 77.888.405 $ | +56.520.313 $ | -70,8 % | 24 | ||||