| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 14.933.155.541 $ | -15.626.336.121 $ | +1.756,4 % | 6 | 50.197.437.903 $ | +32.309.994.095 $ | +1.586,3 % | 13 | 13.178.346.283 $ | -854.496.371 $ | +247,9 % | 6 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 2.124.179.906 $ | -5.969.432.702 $ | -73,8 % | 1 | 8.093.612.608 $ | +5.349.221.048 $ | +194,9 % | 1 | 2.744.391.560 $ | -2.789.051.598 $ | -50,4 % | 1 |
| iSHARES TRUST | → 0 | 3.567.136.450 $ | -3.410.586.528 $ | -48,9 % | 1 | 6.977.722.978 $ | +4.205.701.840 $ | +151,7 % | 1 | 2.772.021.138 $ | -285.246.670 $ | -9,3 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 2.633.781.762 $ | -3.520.884.388 $ | -57,2 % | 1 | 6.154.666.150 $ | +3.882.148.974 $ | +170,8 % | 1 | 2.272.517.176 $ | +497.237.109 $ | +28,0 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 2.610.784.947 $ | -3.066.308.565 $ | -54,0 % | 1 | 5.677.093.512 $ | +3.321.893.615 $ | +141,0 % | 1 | 2.355.199.897 $ | +239.824.041 $ | +11,3 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 1.909.042.379 $ | -1.728.230.646 $ | -47,5 % | 1 | 3.637.273.025 $ | +2.062.610.713 $ | +131,0 % | 1 | 1.574.662.312 $ | +114.405.641 $ | +7,8 % | 1 |
| VANGUARD TAX-MANAGED FDS | → 0 | 2.088.230.097 $ | +2.069.106.708 $ | +10.819,8 % | 1 | 3.397.962.993 $ | +2.983.739.997 $ | +720,3 % | 1 | 1.459.554.200 $ | +1.368.335.106 $ | +1.500,1 % | 1 | ||
| AMAZON COM INC | AMZN | → 0 | Stark | 3.230.942.844 $ | +1.833.850.808 $ | +131,3 % | 1 | ||||||||
| ISHARES TR | → 0 | 2.708.851.662 $ | +2.694.099.666 $ | +18.262,6 % | 1 | ||||||||||
| Broadcom Inc. | AVGO | → 0 | Stark | 2.628.050.796 $ | +1.428.444.381 $ | +119,1 % | 1 | ||||||||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 2.161.162.674 $ | +1.160.436.345 $ | +116,0 % | 1 | ||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 2.069.149.006 $ | +1.389.775.600 $ | +204,6 % | 1 | ||||||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 1.968.323.760 $ | +1.096.339.584 $ | +125,7 % | 1 | ||||||||
| VANGUARD GROUP INC | → 0 | 1.492.625.895 $ | +901.731.524 $ | +152,6 % | 1 | ||||||||||
| 14.933.155.541 $ | -15.626.336.121 $ | +1.756,4 % | 6 | 50.197.437.903 $ | +32.309.994.095 $ | +1.586,3 % | 13 | 13.178.346.283 $ | -854.496.371 $ | +247,9 % | 6 | ||||