| 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 | ||||
| 199.674.609 $ | +78.355.711 $ | +26.836,4 % | 9 | 198.597.819 $ | +71.238.579 $ | +10.816,3 % | 8 | 193.508.028 $ | +54.732.473 $ | +2.314,4 % | 8 | ||||
| SCHWAB STRATEGIC TR | → 0 | 50.311.973 $ | +50.246.414 $ | +76.643,0 % | 1 | 54.078.306 $ | +54.011.051 $ | +80.307,9 % | 1 | 54.571.811 $ | +42.421.236 $ | +349,1 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 40.907.738 $ | +170.324 $ | +0,4 % | 1 | 40.737.414 $ | +1.268.139 $ | +3,2 % | 1 | 39.469.275 $ | -4.985.937 $ | -11,2 % | 1 | ||
| Ancora Advisors LLC | → 0 | 27.886.611 $ | +357.340 $ | +1,3 % | 1 | 27.529.271 $ | +1.288.656 $ | +4,9 % | 1 | 26.240.615 $ | +2.320.717 $ | +9,7 % | 1 | ||
| Fidelity Wise Origin Bitcoin Fund | FBTC | → 0 | 20.045.252 $ | +183.655 $ | +0,9 % | 1 | 19.861.597 $ | +196.632 $ | +1,0 % | 1 | 19.664.965 $ | +1.615.124 $ | +8,9 % | 1 | |
| iSHARES TRUST | → 0 | 17.242.712 $ | -162.749 $ | -0,9 % | 1 | 17.405.461 $ | +1.339.432 $ | +8,3 % | 1 | 16.066.029 $ | +946.143 $ | +6,3 % | 1 | ||
| ISHARES TR | → 0 | 14.757.703 $ | +14.748.199 $ | +155.178,9 % | 1 | 15.792.434 $ | +15.542.450 $ | +6.217,4 % | 1 | 15.536.075 $ | +15.451.042 $ | +18.170,6 % | 1 | ||
| FIDELITY MERRIMACK STR TR | → 0 | 12.511.162 $ | +12.383.438 $ | +9.695,5 % | 1 | 12.703.175 $ | -3.089.259 $ | -19,6 % | 1 | 12.150.575 $ | -3.385.500 $ | -21,8 % | 1 | ||
| WisdomTree, Inc. | WT | → 0 | Stark | 10.459.746 $ | -30.415 $ | -0,3 % | 1 | 10.490.161 $ | +681.478 $ | +6,9 % | 1 | 9.808.683 $ | +349.648 $ | +3,7 % | 1 |
| Capital Group Dividend Value ETF | → 0 | 5.551.712 $ | +459.505 $ | +9,0 % | 1 | ||||||||||
| 199.674.609 $ | +78.355.711 $ | +26.836,4 % | 9 | 198.597.819 $ | +71.238.579 $ | +10.816,3 % | 8 | 193.508.028 $ | +54.732.473 $ | +2.314,4 % | 8 | ||||