| 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 | ||||
| 115.686.866 $ | +10.106.681 $ | +1.661,6 % | 12 | 105.320.102 $ | -2.057.179 $ | +2.224,2 % | 10 | 108.532.366 $ | +2.203.760 $ | +0,8 % | 11 | 106.328.606 $ | +7.021.929 $ | +14,8 % | 10 | ||||
| VANGUARD SCOTTSDALE FUNDS | → 0 | 52.771.931 $ | +6.288.935 $ | +13,5 % | 1 | 46.482.996 $ | -2.996.081 $ | -6,1 % | 1 | 49.479.077 $ | +356.429 $ | +0,7 % | 1 | 49.122.648 $ | +2.807.677 $ | +6,1 % | 1 | ||
| FIDELITY MERRIMACK STR TR | → 0 | 42.943.767 $ | +42.710.124 $ | +18.280,1 % | 1 | 41.312.517 $ | +41.107.901 $ | +20.090,3 % | 1 | 41.279.208 $ | +598.469 $ | +1,5 % | 1 | 40.680.739 $ | +1.212.433 $ | +3,1 % | 1 | ||
| Franklin Templeton ETF Trust | → 0 | 14.254.479 $ | +1.010.986 $ | +7,6 % | 1 | 13.243.493 $ | +467.963 $ | +3,7 % | 1 | 12.775.530 $ | +1.054.764 $ | +9,0 % | 1 | 11.720.766 $ | +2.267.350 $ | +24,0 % | 1 | ||
| SCHWAB STRATEGIC TRUST | → 0 | 1.670.476 $ | +219.402 $ | +15,1 % | 1 | 1.451.074 $ | -63.701 $ | -4,2 % | 1 | 1.514.775 $ | +36.202 $ | +2,4 % | 1 | 1.478.573 $ | +384.656 $ | +35,2 % | 1 | ||
| HOME DEPOT, INC. | HD | → 0 | Stark | 1.153.618 $ | +43.511 $ | +3,9 % | 1 | 1.110.107 $ | +510.487 $ | +85,1 % | 1 | 599.620 $ | -104.372 $ | -14,8 % | 1 | 703.992 $ | +68.598 $ | +10,8 % | 1 |
| MetroCity Bankshares, Inc. | MCBS | → 0 | Stark | 467.431 $ | +94.033 $ | +25,2 % | 1 | 373.398 $ | -317.916 $ | -46,0 % | 1 | 691.314 $ | -29.955 $ | -4,2 % | 1 | 721.269 $ | -23.183 $ | -3,1 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 700.464 $ | +700.464 $ | 1 | |||||||||||||
| Tesla, Inc. | TSLA | → 0 | Schwach | 681.326 $ | +7.575 $ | +1,1 % | 1 | 673.751 $ | +192.496 $ | +40,0 % | 1 | ||||||||
| ADVISORS MANAGEMENT GROUP INC /ADV | → 0 | 668.312 $ | +72.016 $ | +12,1 % | 1 | 596.296 $ | +1.118 $ | +0,2 % | 1 | 595.178 $ | +10.142 $ | +1,7 % | 1 | 585.036 $ | +27.820 $ | +5,0 % | 1 | ||
| JOHNSON & JOHNSON | JNJ | → 0 | Neutral | 447.319 $ | +46.536 $ | +11,6 % | 1 | 400.783 $ | +70.616 $ | +21,4 % | 1 | ||||||||
| FIRST TRUST EXCHANGE-TRADED FUND VIII | → 0 | 324.388 $ | +3.798 $ | +1,2 % | 1 | 320.590 $ | +320.590 $ | 1 | |||||||||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 257.877 $ | +26.821 $ | +11,6 % | 1 | 231.056 $ | +231.056 $ | 1 | |||||||||
| AFLAC INC | AFL | → 0 | Stark | 240.480 $ | +15.465 $ | +6,9 % | 1 | 225.015 $ | -12.948 $ | -5,4 % | 1 | 237.963 $ | -3.086 $ | -1,3 % | 1 | 241.049 $ | +13.466 $ | +5,9 % | 1 |
| ISHARES TR | → 0 | 233.643 $ | -41.078.874 $ | -99,4 % | 1 | 204.616 $ | -41.074.592 $ | -99,5 % | 1 | ||||||||||
| 115.686.866 $ | +10.106.681 $ | +1.661,6 % | 12 | 105.320.102 $ | -2.057.179 $ | +2.224,2 % | 10 | 108.532.366 $ | +2.203.760 $ | +0,8 % | 11 | 106.328.606 $ | +7.021.929 $ | +14,8 % | 10 | ||||