| 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 | ||||
| 29.835.988 $ | +1.475.709 $ | +8,4 % | 11 | 27.245.122 $ | +344.462 $ | +3,2 % | 11 | 30.250.407 $ | +5.527.714 $ | +11,8 % | 12 | 26.203.954 $ | +168.306 $ | +6,4 % | 10 | ||||
| ISHARES TR | → 0 | 9.531.463 $ | +1.725.009 $ | +22,1 % | 1 | 8.193.702 $ | -84.794 $ | -1,0 % | 1 | 8.728.609 $ | +1.335.857 $ | +18,1 % | 1 | 9.581.723 $ | +2.303.139 $ | +31,6 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 8.515.905 $ | -1.015.558 $ | -10,7 % | 1 | 7.806.454 $ | -387.248 $ | -4,7 % | 1 | 8.278.496 $ | -450.113 $ | -5,2 % | 1 | 7.392.752 $ | -2.188.971 $ | -22,8 % | 1 | ||
| SCHWAB STRATEGIC TRUST | → 0 | 5.963.384 $ | -76.470 $ | -1,3 % | 1 | 6.039.854 $ | -87.376 $ | -1,4 % | 1 | 6.127.230 $ | +2.567.811 $ | +72,1 % | 1 | 3.559.419 $ | -880.805 $ | -19,8 % | 1 | ||
| Ancora Advisors LLC | → 0 | 3.192.830 $ | +395.775 $ | +14,1 % | 1 | 2.797.055 $ | +1.265.783 $ | +82,7 % | 1 | 1.531.272 $ | +1.531.272 $ | 1 | |||||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 2.814.840 $ | -504 $ | -0,0 % | 1 | 2.815.344 $ | +95.032 $ | +3,5 % | 1 | ||||||||
| iSHARES TRUST | → 0 | 738.547 $ | +128.929 $ | +21,1 % | 1 | 609.618 $ | -25.509 $ | -4,0 % | 1 | 635.127 $ | +23.419 $ | +3,8 % | 1 | 611.708 $ | +66.161 $ | +12,1 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 445.060 $ | +176.699 $ | +65,8 % | 1 | 268.361 $ | -401.223 $ | -59,9 % | 1 | 669.584 $ | +104.038 $ | +18,4 % | 1 | 565.546 $ | +29.473 $ | +5,5 % | 1 | ||
| NOVO NORDISK A S | NVO | → 0 | Schwach | 628.147 $ | +628.147 $ | 1 | |||||||||||||
| LOCKHEED MARTIN CORP | LMT | → 0 | Stark | 384.133 $ | -71.578 $ | -15,7 % | 1 | 455.711 $ | +18.473 $ | +4,2 % | 1 | 437.238 $ | -14.048 $ | -3,1 % | 1 | 451.286 $ | +23.344 $ | +5,5 % | 1 |
| Walmart Inc. | WMT | → 0 | Stark | 327.435 $ | -31.859 $ | -8,9 % | 1 | 359.294 $ | +36.093 $ | +11,2 % | 1 | 323.201 $ | +13.402 $ | +4,3 % | 1 | 309.799 $ | +15.872 $ | +5,4 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 285.296 $ | +29.487 $ | +11,5 % | 1 | 255.809 $ | -25.282 $ | -9,0 % | 1 | 281.091 $ | -7.139 $ | -2,5 % | 1 | 288.230 $ | +76.914 $ | +36,4 % | 1 |
| VANGUARD WORLD FUND | → 0 | 249.326 $ | +249.326 $ | 1 | |||||||||||||||
| SPDR GOLD TRUST | GLD | → 0 | 202.609 $ | -34.051 $ | -14,4 % | 1 | 236.660 $ | +17.896 $ | +8,2 % | 1 | 218.764 $ | +218.764 $ | 1 | ||||||
| ISHARES GOLD TRUST | IAU | → 0 | 222.604 $ | +17.649 $ | +8,6 % | 1 | 204.955 $ | +204.955 $ | 1 | ||||||||||
| 29.835.988 $ | +1.475.709 $ | +8,4 % | 11 | 27.245.122 $ | +344.462 $ | +3,2 % | 11 | 30.250.407 $ | +5.527.714 $ | +11,8 % | 12 | 26.203.954 $ | +168.306 $ | +6,4 % | 10 | ||||