| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 92.458.503 $ | +30.889.522 $ | +3.460,4 % | 8 | 96.740.557 $ | +27.337.088 $ | +2.204,2 % | 9 | 88.128.838 $ | +25.513.064 $ | +70,8 % | 8 | ||||
| VANGUARD SPECIALIZED FUNDS | → 0 | 27.582.742 $ | +27.481.759 $ | +27.214,2 % | 1 | 24.532.326 $ | +24.408.767 $ | +19.754,7 % | 1 | 21.589.184 $ | +17.673.485 $ | +451,3 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 17.282.676 $ | +2.868.619 $ | +19,9 % | 1 | 14.414.057 $ | +176.700 $ | +1,2 % | 1 | 14.237.357 $ | +1.115.590 $ | +8,5 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 9.833.773 $ | -3.254.246 $ | -24,9 % | 1 | 13.088.019 $ | -756.679 $ | -5,5 % | 1 | 13.844.698 $ | +948.297 $ | +7,4 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 11.108.220 $ | -726.680 $ | -6,1 % | 1 | 11.834.900 $ | +610.222 $ | +5,4 % | 1 | 11.224.678 $ | +2.197.416 $ | +24,3 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 9.602.634 $ | -691.246 $ | -6,7 % | 1 | 10.293.880 $ | -111.248 $ | -1,1 % | 1 | 10.405.128 $ | +2.012.795 $ | +24,0 % | 1 |
| WisdomTree, Inc. | WT | → 0 | Stark | 6.376.069 $ | -690.865 $ | -9,8 % | 1 | 7.066.934 $ | -342.611 $ | -4,6 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 5.841.248 $ | -205.261 $ | -3,4 % | 1 | 6.046.509 $ | +982.863 $ | +19,4 % | 1 | 5.063.646 $ | +1.710.444 $ | +51,0 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 5.858.379 $ | +4.844.720 $ | +477,9 % | 1 | 5.377.823 $ | +1.471.455 $ | +37,7 % | 1 | ||||||
| COZAD ASSET MANAGEMENT INC | → 0 | 5.348.831 $ | +571.857 $ | +12,0 % | 1 | 4.776.974 $ | +1.245.873 $ | +35,3 % | 1 | ||||||
| iSHARES TRUST | → 0 | 4.697.213 $ | +197.648 $ | +4,4 % | 1 | ||||||||||
| 92.458.503 $ | +30.889.522 $ | +3.460,4 % | 8 | 96.740.557 $ | +27.337.088 $ | +2.204,2 % | 9 | 88.128.838 $ | +25.513.064 $ | +70,8 % | 8 | ||||