| Aktie | Ticker | Breite | GCS | 2025/Q3 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 107.213.704 $ | +9.566.559 $ | +110,6 % | 24 | ||||
| iSHARES TRUST | → 0 | 44.048.751 $ | +387.040 $ | +0,9 % | 1 | ||
| ISHARES TR | → 0 | 21.997.341 $ | +20.979.478 $ | +2.061,1 % | 1 | ||
| BlackRock ETF Trust | → 0 | 9.394.744 $ | +2.193.280 $ | +30,5 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 6.571.239 $ | +1.275.208 $ | +24,1 % | 1 |
| ORACLE CORP | ORCL | → 0 | Neutral | 3.133.576 $ | +697.601 $ | +28,6 % | 1 |
| ISHARES GOLD TRUST | IAU | → 0 | 2.464.502 $ | +1.149.267 $ | +87,4 % | 1 | |
| VANGUARD GROUP INC | → 0 | 2.457.558 $ | +278.234 $ | +12,8 % | 1 | ||
| BlackRock Fund Advisors | → 0 | 2.169.828 $ | -23.025 $ | -1,1 % | 1 | ||
| iShares, Inc. | → 0 | 1.990.802 $ | +26.706 $ | +1,4 % | 1 | ||
| VANGUARD WELLINGTON FUND | → 0 | 1.739.687 $ | +104.025 $ | +6,4 % | 1 | ||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 1.702.809 $ | +218.054 $ | +14,7 % | 1 | ||
| DF DENT & CO INC | → 0 | 1.616.012 $ | +1.616.012 $ | 1 | |||
| FIRST FOUNDATION ADVISORS | → 0 | 1.559.680 $ | +1.155.688 $ | +286,1 % | 1 | ||
| Tesla, Inc. | TSLA | → 0 | Neutral | 1.136.260 $ | +324.639 $ | +40,0 % | 1 |
| VANGUARD MUN BD FDS | → 0 | 1.020.877 $ | -20.976.464 $ | -95,4 % | 1 | ||
| LOCKHEED MARTIN CORP | LMT | → 0 | Sehr stark | 732.840 $ | +52.950 $ | +7,8 % | 1 |
| SPDR SERIES TRUST | → 0 | 682.994 $ | -78.778 $ | -10,3 % | 1 | ||
| BlackRock Finance, Inc. | → 0 | 618.946 $ | +17.943 $ | +3,0 % | 1 | ||
| CIBC Private Wealth Group LLC | → 0 | 486.252 $ | +111.131 $ | +29,6 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 462.099 $ | +34.145 $ | +8,0 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 444.982 $ | +36.402 $ | +8,9 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Neutral | 326.799 $ | -1.651 $ | -0,5 % | 1 |
| NETFLIX INC | NFLX | → 0 | Stark | 255.370 $ | -29.865 $ | -10,5 % | 1 |
| FORD MOTOR CO | F | → 0 | Neutral | 199.756 $ | +18.539 $ | +10,2 % | 1 |
| 107.213.704 $ | +9.566.559 $ | +110,6 % | 24 | ||||