| 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 | ||||
| 7.894.903 $ | +854.574 $ | +29,7 % | 6 | 6.817.779 $ | -36.142 $ | -1,3 % | 7 | 7.679.642 $ | +721.881 $ | +5,4 % | 10 | 6.948.491 $ | +1.006.817 $ | +4,9 % | 10 | ||||
| iSHARES TRUST | → 0 | 3.030.254 $ | +350.458 $ | +13,1 % | 1 | 2.679.796 $ | +209.806 $ | +8,5 % | 1 | 2.469.990 $ | +590.919 $ | +31,4 % | 1 | 1.879.071 $ | +203.873 $ | +12,2 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 2.727.797 $ | +278.216 $ | +11,4 % | 1 | 2.449.581 $ | -174.412 $ | -6,6 % | 1 | 2.623.993 $ | +155.101 $ | +6,3 % | 1 | 2.468.892 $ | +274.394 $ | +12,5 % | 1 |
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 773.220 $ | +167.181 $ | +27,6 % | 1 | 606.039 $ | -38.987 $ | -6,0 % | 1 | 645.026 $ | +14.637 $ | +2,3 % | 1 | 630.389 $ | +51.167 $ | +8,8 % | 1 | |
| ISHARES TR | → 0 | 709.306 $ | +435.348 $ | +158,9 % | 1 | 273.958 $ | +57.816 $ | +26,7 % | 1 | 260.433 $ | +49.722 $ | +23,6 % | 1 | 254.012 $ | +51.902 $ | +25,7 % | 1 | ||
| Roblox Corp | RBLX | → 0 | Neutral | 361.232 $ | -120.264 $ | -25,0 % | 1 | 481.496 $ | +481.496 $ | 1 | |||||||||
| VANGUARD WORLD FUND | → 0 | 440.790 $ | +119.141 $ | +37,0 % | 1 | 321.649 $ | -25.844 $ | -7,4 % | 1 | 347.493 $ | +3.297 $ | +1,0 % | 1 | 344.196 $ | +38.424 $ | +12,6 % | 1 | ||
| Airbnb, Inc. | ABNB | → 0 | Neutral | 270.614 $ | -20.230 $ | -7,0 % | 1 | 290.844 $ | +66.008 $ | +29,4 % | 1 | 224.836 $ | -105.495 $ | -31,9 % | 1 | ||||
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | → 0 | 259.683 $ | +5.762 $ | +2,3 % | 1 | 253.921 $ | +15.176 $ | +6,4 % | 1 | ||||||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 213.536 $ | -495.770 $ | -69,9 % | 1 | 216.142 $ | -44.291 $ | -17,0 % | 1 | 210.711 $ | +474 $ | +0,2 % | 1 | 202.110 $ | -7.458 $ | -3,6 % | 1 | ||
| J P MORGAN EXCHANGE TRADED F | → 0 | 210.237 $ | -43.775 $ | -17,2 % | 1 | 209.568 $ | +3.338 $ | +1,6 % | 1 | ||||||||||
| 7.894.903 $ | +854.574 $ | +29,7 % | 6 | 6.817.779 $ | -36.142 $ | -1,3 % | 7 | 7.679.642 $ | +721.881 $ | +5,4 % | 10 | 6.948.491 $ | +1.006.817 $ | +4,9 % | 10 | ||||