| 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 | ||||
| 76.174.846 $ | +45.723.214 $ | +340,9 % | 6 | 47.294.603 $ | +9.581.568 $ | +55,0 % | 5 | 66.771.939 $ | +19.406.357 $ | +938,0 % | 7 | 67.118.419 $ | +12.996.020 $ | +29,8 % | 7 | ||||
| Sequent Asset Management, LLC | → 0 | 21.666.982 $ | +21.666.982 $ | 1 | |||||||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 17.271.537 $ | +2.609.778 $ | +17,8 % | 1 | 14.661.759 $ | -600.895 $ | -3,9 % | 1 | 15.262.654 $ | +1.058.997 $ | +7,5 % | 1 | 14.203.657 $ | +2.784.662 $ | +24,4 % | 1 |
| VANGUARD TAX-MANAGED FDS | → 0 | 13.494.994 $ | +12.197.485 $ | +940,1 % | 1 | 11.780.313 $ | +7.135.071 $ | +153,6 % | 1 | 12.150.257 $ | +11.891.145 $ | +4.589,2 % | 1 | 7.710.550 $ | +3.857.182 $ | +100,1 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 10.059.650 $ | +8.863.469 $ | +741,0 % | 1 | 7.556.348 $ | +4.467.334 $ | +144,6 % | 1 | 8.847.729 $ | +8.424.324 $ | +1.989,7 % | 1 | 12.724.804 $ | +5.014.254 $ | +65,0 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 6.432.010 $ | +78.499 $ | +1,2 % | 1 | 6.353.511 $ | -1.001.131 $ | -13,6 % | 1 | 7.354.642 $ | -2.356.869 $ | -24,3 % | 1 | 9.711.511 $ | -70.462 $ | -0,7 % | 1 |
| FIRST HORIZON CORP | FHN | → 0 | Stark | 8.858.994 $ | +756.769 $ | +9,3 % | 1 | 8.102.225 $ | +495.456 $ | +6,5 % | 1 | ||||||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 7.249.673 $ | +307.001 $ | +4,4 % | 1 | 6.942.672 $ | -418.811 $ | -5,7 % | 1 | 7.361.483 $ | -9.211 $ | -0,1 % | 1 | 7.370.694 $ | +266.285 $ | +3,7 % | 1 |
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 6.936.180 $ | -358.798 $ | -4,9 % | 1 | 7.294.978 $ | +648.643 $ | +9,8 % | 1 | |||||||||
| 76.174.846 $ | +45.723.214 $ | +340,9 % | 6 | 47.294.603 $ | +9.581.568 $ | +55,0 % | 5 | 66.771.939 $ | +19.406.357 $ | +938,0 % | 7 | 67.118.419 $ | +12.996.020 $ | +29,8 % | 7 | ||||