| 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 | ||||
| 644.452.888 $ | +176.594.370 $ | +123,7 % | 7 | 524.538.799 $ | +41.824.954 $ | +91,7 % | 7 | 507.329.515 $ | +148.443.625 $ | +1.282,5 % | 6 | 389.168.407 $ | +43.321.397 $ | +124,6 % | 5 | ||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 283.913.665 $ | +66.220.517 $ | +30,4 % | 1 | 217.693.148 $ | -36.594.578 $ | -14,4 % | 1 | 254.287.726 $ | +73.680.165 $ | +40,8 % | 1 | 180.607.561 $ | -3.405.295 $ | -1,9 % | 1 |
| iSHARES TRUST | → 0 | 132.225.708 $ | +21.972.498 $ | +19,9 % | 1 | 110.253.210 $ | +22.455.100 $ | +25,6 % | 1 | 87.798.110 $ | +12.971.068 $ | +17,3 % | 1 | 74.827.042 $ | +3.139.663 $ | +4,4 % | 1 | ||
| WisdomTree, Inc. | WT | → 0 | Stark | 56.056.763 $ | +7.922.422 $ | +16,5 % | 1 | 48.134.341 $ | +2.435.905 $ | +5,3 % | 1 | 45.698.436 $ | +1.820.554 $ | +4,1 % | 1 | 43.877.882 $ | +943.301 $ | +2,2 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 54.537.596 $ | +6.373.259 $ | +13,2 % | 1 | 48.164.337 $ | -4.373.722 $ | -8,3 % | 1 | 52.538.059 $ | +1.053.681 $ | +2,0 % | 1 | 51.484.378 $ | +9.796.858 $ | +23,5 % | 1 |
| ISHARES TR | → 0 | 44.966.812 $ | +36.588.122 $ | +436,7 % | 1 | 35.704.251 $ | +26.653.123 $ | +294,5 % | 1 | 28.741.267 $ | +28.349.343 $ | +7.233,4 % | 1 | ||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 42.738.813 $ | +32.811.195 $ | +330,5 % | 1 | 39.282.338 $ | +30.258.729 $ | +335,3 % | 1 | 38.265.917 $ | +30.568.814 $ | +397,1 % | 1 | 38.371.544 $ | +32.846.870 $ | +594,5 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 30.013.531 $ | +4.706.357 $ | +18,6 % | 1 | 25.307.174 $ | +990.397 $ | +4,1 % | 1 | ||||||||||
| 644.452.888 $ | +176.594.370 $ | +123,7 % | 7 | 524.538.799 $ | +41.824.954 $ | +91,7 % | 7 | 507.329.515 $ | +148.443.625 $ | +1.282,5 % | 6 | 389.168.407 $ | +43.321.397 $ | +124,6 % | 5 | ||||