| 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 | ||||
| 4.399.447.602 $ | +1.699.216.330 $ | +4.523.180,9 % | 9 | 3.316.070.061 $ | +1.078.584.881 $ | +2.085.061,9 % | 7 | 2.774.809.514 $ | +1.273.342.827 $ | +40.329.939,5 % | 6 | 1.496.720.801 $ | +629.315.336 $ | +573.661,2 % | 3 | ||||
| iSHARES TRUST | → 0 | 1.586.211.112 $ | +194.897.211 $ | +14,0 % | 1 | 1.391.313.901 $ | +152.644.321 $ | +12,3 % | 1 | 1.238.669.580 $ | +300.281.743 $ | +32,0 % | 1 | 938.387.837 $ | +186.892.318 $ | +24,9 % | 1 | ||
| ISHARES TR | → 0 | 563.061.657 $ | +563.043.649 $ | +3.126.630,7 % | 1 | 470.559.185 $ | +470.488.011 $ | +661.039,2 % | 1 | 442.811.513 $ | +442.811.330 $ | +241.973.404,4 % | 1 | 325.071.630 $ | +325.052.741 $ | +1.720.857,3 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 510.565.808 $ | +95.489.390 $ | +23,0 % | 1 | 415.076.418 $ | +81.341.241 $ | +24,4 % | 1 | 333.735.177 $ | +100.473.843 $ | +43,1 % | 1 | 233.261.334 $ | +117.370.277 $ | +101,3 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 420.151.917 $ | +420.150.799 $ | +37.580.572,4 % | 1 | 328.852.627 $ | +328.850.267 $ | +13.934.333,3 % | 1 | 277.030.758 $ | +272.534.261 $ | +6.061,0 % | 1 | ||||||
| Apple Inc. | AAPL | → 0 | Neutral | 311.062.348 $ | +48.656.282 $ | +18,5 % | 1 | 262.406.066 $ | +2.273.681 $ | +0,9 % | 1 | 260.132.385 $ | +84.449.343 $ | +48,1 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 269.056.233 $ | +43.964.459 $ | +19,5 % | 1 | 225.091.774 $ | +2.661.673 $ | +1,2 % | 1 | 222.430.101 $ | +72.792.307 $ | +48,6 % | 1 | ||||
| VANGUARD GROUP INC | → 0 | 260.063.015 $ | +37.292.925 $ | +16,7 % | 1 | 222.770.090 $ | +40.325.687 $ | +22,1 % | 1 | ||||||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 250.534.210 $ | +232.572.917 $ | +1.294,9 % | 1 | ||||||||||||||
| Ancora Advisors LLC | → 0 | 228.741.302 $ | +63.148.698 $ | +38,1 % | 1 | ||||||||||||||
| 4.399.447.602 $ | +1.699.216.330 $ | +4.523.180,9 % | 9 | 3.316.070.061 $ | +1.078.584.881 $ | +2.085.061,9 % | 7 | 2.774.809.514 $ | +1.273.342.827 $ | +40.329.939,5 % | 6 | 1.496.720.801 $ | +629.315.336 $ | +573.661,2 % | 3 | ||||