| 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 | ||||
| 1.097.382.286 $ | +526.706.282 $ | +5.370,9 % | 7 | 801.259.425 $ | +234.625.518 $ | +2.642,2 % | 5 | 942.367.042 $ | +426.552.051 $ | +21.121,8 % | 7 | 823.666.639 $ | +297.090.956 $ | +3.098,4 % | 6 | ||||
| iSHARES TRUST | → 0 | 281.574.940 $ | +28.295.051 $ | +11,2 % | 1 | 253.279.889 $ | +8.656.926 $ | +3,5 % | 1 | 244.622.963 $ | +2.816.255 $ | +1,2 % | 1 | 241.806.708 $ | +29.122.344 $ | +13,7 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 210.574.612 $ | +208.769.792 $ | +11.567,3 % | 1 | 181.227.243 $ | +111.442.759 $ | +159,7 % | 1 | 192.299.945 $ | +192.162.215 $ | +139.521,0 % | 1 | 201.571.399 $ | +200.485.794 $ | +18.467,7 % | 1 | ||
| ISHARES TR | → 0 | 149.336.492 $ | +148.523.455 $ | +18.267,7 % | 1 | 128.447.717 $ | +127.471.529 $ | +13.058,1 % | 1 | 102.608.541 $ | +101.331.942 $ | +7.937,6 % | 1 | 98.119.494 $ | +25.572.331 $ | +35,2 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 146.460.618 $ | +25.998.821 $ | +21,6 % | 1 | 120.461.797 $ | -7.245.275 $ | -5,7 % | 1 | 127.707.072 $ | +29.035.480 $ | +29,4 % | 1 | 98.671.592 $ | +24.144.657 $ | +32,4 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 146.127.828 $ | +28.285.049 $ | +24,0 % | 1 | 117.842.779 $ | -5.700.421 $ | -4,6 % | 1 | 123.543.200 $ | +38.494.134 $ | +45,3 % | 1 | 85.049.066 $ | +29.109.143 $ | +52,0 % | 1 |
| Coinbase Global, Inc. | COIN | → 0 | Schwach | 98.448.380 $ | -11.343.313 $ | -10,3 % | 1 | ||||||||||||
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | → 0 | 82.480.074 $ | +7.043.320 $ | +9,3 % | 1 | 75.714.068 $ | +5.303.355 $ | +7,5 % | 1 | ||||||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 80.827.722 $ | +79.790.794 $ | +7.694,9 % | 1 | 75.871.253 $ | +57.408.670 $ | +310,9 % | 1 | ||||||||||
| 1.097.382.286 $ | +526.706.282 $ | +5.370,9 % | 7 | 801.259.425 $ | +234.625.518 $ | +2.642,2 % | 5 | 942.367.042 $ | +426.552.051 $ | +21.121,8 % | 7 | 823.666.639 $ | +297.090.956 $ | +3.098,4 % | 6 | ||||