| 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 | ||||
| 69.389.832 $ | -905.979 $ | +20,5 % | 7 | 62.442.178 $ | +5.511.288 $ | +506,4 % | 6 | 64.241.002 $ | -12.736.104 $ | -11,3 % | 6 | 62.323.471 $ | +18.330.555 $ | +192,9 % | 6 | ||||
| VANGUARD SPECIALIZED FUNDS | → 0 | 17.951.317 $ | +12.579.456 $ | +234,2 % | 1 | 16.241.656 $ | +3.597.018 $ | +28,4 % | 1 | 17.488.136 $ | +3.860.676 $ | +28,3 % | 1 | 17.450.522 $ | +12.841.695 $ | +278,6 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 14.328.433 $ | -3.622.884 $ | -20,2 % | 1 | 12.644.638 $ | +12.245.520 $ | +3.068,1 % | 1 | 13.627.460 $ | -3.823.062 $ | -21,9 % | 1 | 11.853.134 $ | +10.683.504 $ | +913,4 % | 1 | ||
| iSHARES TRUST | → 0 | 10.488.751 $ | +194.493 $ | +1,9 % | 1 | 10.294.258 $ | -821.069 $ | -7,4 % | 1 | 11.115.327 $ | +1.130.346 $ | +11,3 % | 1 | 9.984.981 $ | +277.479 $ | +2,9 % | 1 | ||
| BECK MACK & OLIVER LLC | → 0 | 10.076.685 $ | +560.270 $ | +5,9 % | 1 | 9.516.415 $ | +1.015.844 $ | +12,0 % | 1 | 8.500.571 $ | -2.161.023 $ | -20,3 % | 1 | 10.661.594 $ | +581.076 $ | +5,8 % | 1 | ||
| ISHARES GOLD TRUST | IAU | → 0 | 7.189.309 $ | -1.184.041 $ | -14,1 % | 1 | 8.373.350 $ | +343.770 $ | +4,3 % | 1 | 8.029.580 $ | +265.167 $ | +3,4 % | 1 | 7.764.413 $ | +1.191.108 $ | +18,1 % | 1 | |
| VANGUARD WHITEHALL FDS | → 0 | 4.799.253 $ | -9.529.180 $ | -66,5 % | 1 | 5.371.861 $ | -10.869.795 $ | -66,9 % | 1 | 5.479.928 $ | -12.008.208 $ | -68,7 % | 1 | 4.608.827 $ | -7.244.307 $ | -61,1 % | 1 | ||
| VANGUARD SCOTTSDALE FUNDS | → 0 | 4.556.084 $ | +95.907 $ | +2,2 % | 1 | ||||||||||||||
| 69.389.832 $ | -905.979 $ | +20,5 % | 7 | 62.442.178 $ | +5.511.288 $ | +506,4 % | 6 | 64.241.002 $ | -12.736.104 $ | -11,3 % | 6 | 62.323.471 $ | +18.330.555 $ | +192,9 % | 6 | ||||