| 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 | ||||
| 73.164.371 $ | +36.976.467 $ | +1.133,8 % | 6 | 63.293.100 $ | +27.621.430 $ | +849,5 % | 7 | 53.808.207 $ | +20.066.649 $ | +716,3 % | 6 | 52.083.056 $ | +21.884.205 $ | +714,1 % | 6 | ||||
| Dimensional ETF Trust | → 0 | 33.228.462 $ | +5.661.898 $ | +20,5 % | 1 | 27.566.564 $ | +2.184.094 $ | +8,6 % | 1 | 25.382.470 $ | +970.566 $ | +4,0 % | 1 | 24.411.904 $ | +2.858.595 $ | +13,3 % | 1 | ||
| VANGUARD | → 0 | 30.890.063 $ | +30.438.765 $ | +6.744,7 % | 1 | 26.154.901 $ | +25.721.143 $ | +5.929,8 % | 1 | 19.545.424 $ | +19.100.700 $ | +4.295,0 % | 1 | 18.786.222 $ | +18.353.660 $ | +4.243,0 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 3.624.348 $ | +446.148 $ | +14,0 % | 1 | 3.178.200 $ | -44.475 $ | -1,4 % | 1 | 3.222.675 $ | +166.013 $ | +5,4 % | 1 | 3.056.662 $ | +530.293 $ | +21,0 % | 1 |
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 2.294.504 $ | +318.861 $ | +16,1 % | 1 | 1.975.643 $ | -22.657 $ | -1,1 % | 1 | 1.998.300 $ | -37.775 $ | -1,9 % | 1 | 2.036.075 $ | +115.353 $ | +6,0 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 1.537.422 $ | +10.276 $ | +0,7 % | 1 | 1.527.146 $ | -515.905 $ | -25,3 % | 1 | 2.043.051 $ | -184.379 $ | -8,3 % | 1 | 2.227.430 $ | +34.124 $ | +1,6 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Neutral | 1.589.572 $ | +100.519 $ | +6,8 % | 1 | 1.489.053 $ | -127.234 $ | -7,9 % | 1 | 1.616.287 $ | +51.524 $ | +3,3 % | 1 | 1.564.763 $ | -7.820 $ | -0,5 % | 1 |
| Marathon Petroleum Corp | MPC | → 0 | Sehr stark | 1.401.593 $ | +426.464 $ | +43,7 % | 1 | ||||||||||||
| 73.164.371 $ | +36.976.467 $ | +1.133,8 % | 6 | 63.293.100 $ | +27.621.430 $ | +849,5 % | 7 | 53.808.207 $ | +20.066.649 $ | +716,3 % | 6 | 52.083.056 $ | +21.884.205 $ | +714,1 % | 6 | ||||