| 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 | ||||
| 114.705.690 $ | +15.801.222 $ | +507,6 % | 8 | 129.406.113 $ | +15.570.136 $ | +243,5 % | 8 | 127.459.873 $ | +10.728.580 $ | +490,1 % | 9 | ||||
| COZAD ASSET MANAGEMENT INC | → 0 | 38.902.382 $ | -3.815.791 $ | -8,9 % | 1 | 42.718.173 $ | +3.241.843 $ | +8,2 % | 1 | 39.476.330 $ | +2.271.054 $ | +6,1 % | 1 | ||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 14.313.561 $ | -2.594.254 $ | -15,3 % | 1 | 16.907.815 $ | +837.441 $ | +5,2 % | 1 | 16.070.374 $ | +907.958 $ | +6,0 % | 1 | |
| SCHWAB STRATEGIC TR | → 0 | 15.790.940 $ | +6.179.513 $ | +64,3 % | 1 | 14.811.661 $ | +14.086.364 $ | +1.942,2 % | 1 | 12.928.683 $ | +5.391.396 $ | +71,5 % | 1 | ||
| ISHARES TR | → 0 | 12.891.809 $ | +1.198.508 $ | +10,2 % | 1 | 10.970.174 $ | +718.855 $ | +7,0 % | 1 | ||||||
| INNOVATOR ETFS TRUST | → 0 | 6.284.335 $ | +4.638.905 $ | +281,9 % | 1 | 12.526.609 $ | -2.285.052 $ | -15,4 % | 1 | 11.693.301 $ | +11.431.855 $ | +4.372,5 % | 1 | ||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 9.882.225 $ | -2.043.218 $ | -17,1 % | 1 | 11.925.443 $ | +1.223.190 $ | +11,4 % | 1 | 10.702.253 $ | +1.279.933 $ | +13,6 % | 1 |
| Ancora Advisors LLC | → 0 | 10.501.726 $ | +4.224.506 $ | +67,3 % | 1 | ||||||||||
| GLOBAL X FDS | → 0 | 10.251.319 $ | -8.591.309 $ | -45,6 % | 1 | ||||||||||
| FIRST TR EXCHNG TRADED FD VI | → 0 | 9.611.427 $ | +9.357.843 $ | +3.690,2 % | 1 | 8.059.227 $ | -4.467.382 $ | -35,7 % | 1 | 7.537.287 $ | -3.432.887 $ | -31,3 % | 1 | ||
| KCM INVESTMENT ADVISORS LLC | → 0 | 9.419.094 $ | -146.282 $ | -1,5 % | 1 | 9.565.376 $ | +1.735.224 $ | +22,2 % | 1 | 7.830.152 $ | +751.725 $ | +10,6 % | 1 | ||
| 114.705.690 $ | +15.801.222 $ | +507,6 % | 8 | 129.406.113 $ | +15.570.136 $ | +243,5 % | 8 | 127.459.873 $ | +10.728.580 $ | +490,1 % | 9 | ||||