| 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 | ||||
| 143.794.877 $ | +27.644.516 $ | +75,5 % | 7 | 125.968.133 $ | +18.047.758 $ | +218,6 % | 6 | 127.436.734 $ | +27.622.603 $ | +220,5 % | 6 | 119.327.009 $ | +31.699.099 $ | +50,3 % | 6 | ||||
| WisdomTree, Inc. | WT | → 0 | Stark | 45.365.927 $ | +2.397.247 $ | +5,6 % | 1 | 42.968.680 $ | -3.106.782 $ | -6,7 % | 1 | 46.075.462 $ | +4.535.336 $ | +10,9 % | 1 | 41.540.126 $ | +12.256.901 $ | +41,9 % | 1 |
| iSHARES TRUST | → 0 | 35.553.809 $ | +4.695.996 $ | +15,2 % | 1 | 30.857.813 $ | +1.559.307 $ | +5,3 % | 1 | 29.298.506 $ | +2.951.321 $ | +11,2 % | 1 | 26.347.185 $ | +3.245.543 $ | +14,0 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 16.844.846 $ | +13.498.639 $ | +403,4 % | 1 | 14.978.158 $ | +13.851.966 $ | +1.230,0 % | 1 | 14.375.068 $ | +13.273.267 $ | +1.204,7 % | 1 | 13.335.854 $ | +7.502.498 $ | +128,6 % | 1 | ||
| FIRST TRUST EXCHANGE-TRADED FUND VIII | → 0 | 13.345.214 $ | -701.308 $ | -5,0 % | 1 | 14.046.522 $ | -136.748 $ | -1,0 % | 1 | 14.183.270 $ | +360.101 $ | +2,6 % | 1 | 13.823.169 $ | +1.200.181 $ | +9,5 % | 1 | ||
| ISHARES TR | → 0 | 13.807.800 $ | +6.843.014 $ | +98,3 % | 1 | 12.791.716 $ | +5.818.745 $ | +83,4 % | 1 | 13.240.454 $ | +6.342.596 $ | +92,0 % | 1 | 14.176.683 $ | +7.270.132 $ | +105,3 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 10.488.156 $ | +162.912 $ | +1,6 % | 1 | 10.325.244 $ | +61.270 $ | +0,6 % | 1 | 10.263.974 $ | +159.982 $ | +1,6 % | 1 | 10.103.992 $ | +223.844 $ | +2,3 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 8.389.125 $ | +748.016 $ | +9,8 % | 1 | ||||||||||||
| 143.794.877 $ | +27.644.516 $ | +75,5 % | 7 | 125.968.133 $ | +18.047.758 $ | +218,6 % | 6 | 127.436.734 $ | +27.622.603 $ | +220,5 % | 6 | 119.327.009 $ | +31.699.099 $ | +50,3 % | 6 | ||||