| 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 | ||||
| 81.336.718 $ | +17.572.970 $ | +683,1 % | 8 | 67.284.390 $ | -1.815.665 $ | +215,0 % | 5 | 73.461.389 $ | +13.193.333 $ | +716,7 % | 5 | 80.484.072 $ | +8.635.271 $ | +465,7 % | 7 | ||||
| iSHARES TRUST | → 0 | 36.033.929 $ | +4.437.731 $ | +14,0 % | 1 | 31.596.198 $ | +106.961 $ | +0,3 % | 1 | 31.489.237 $ | +1.120.940 $ | +3,7 % | 1 | 30.368.297 $ | +4.164.942 $ | +15,9 % | 1 | ||
| Accenture plc | ACN | → 0 | Schwach | 10.605.275 $ | -6.702.468 $ | -38,7 % | 1 | 17.307.743 $ | -6.137.653 $ | -26,2 % | 1 | 23.445.396 $ | +1.687.878 $ | +7,8 % | 1 | 21.757.518 $ | -4.643.436 $ | -17,6 % | 1 |
| VANGUARD TAX-MANAGED FDS | → 0 | 11.202.352 $ | +10.970.424 $ | +4.730,1 % | 1 | 9.304.717 $ | +1.294.973 $ | +16,2 % | 1 | 8.009.744 $ | +7.780.741 $ | +3.397,7 % | 1 | 7.178.331 $ | +6.953.389 $ | +3.091,2 % | 1 | ||
| VEEVA SYSTEMS INC | VEEV | → 0 | Neutral | 6.252.833 $ | +208.421 $ | +3,4 % | 1 | ||||||||||||
| Essent Group Ltd. | ESNT | → 0 | Stark | 4.124.912 $ | -428.791 $ | -9,4 % | 1 | 4.553.703 $ | -1.227.051 $ | -21,2 % | 1 | 5.780.754 $ | -450.668 $ | -7,2 % | 1 | 6.231.422 $ | -1.180.067 $ | -15,9 % | 1 |
| VANGUARD GROUP INC | → 0 | 6.019.709 $ | +5.154.133 $ | +595,5 % | 1 | ||||||||||||||
| EA SERIES TRUST | → 0 | 5.217.351 $ | +1.305.300 $ | +33,4 % | 1 | 4.522.029 $ | +4.147.105 $ | +1.106,1 % | 1 | 4.736.258 $ | +3.054.442 $ | +181,6 % | 1 | 4.628.145 $ | +2.964.798 $ | +178,2 % | 1 | ||
| BERKLEY W R CORP | WRB | → 0 | Neutral | 4.221.139 $ | +700.081 $ | +19,9 % | 1 | 4.067.526 $ | +167.224 $ | +4,3 % | 1 | ||||||||
| ISHARES TR | → 0 | 3.912.051 $ | +2.136.560 $ | +120,3 % | 1 | ||||||||||||||
| 81.336.718 $ | +17.572.970 $ | +683,1 % | 8 | 67.284.390 $ | -1.815.665 $ | +215,0 % | 5 | 73.461.389 $ | +13.193.333 $ | +716,7 % | 5 | 80.484.072 $ | +8.635.271 $ | +465,7 % | 7 | ||||