| 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 | ||||
| 91.633.231 $ | +66.643 $ | +991,0 % | 6 | 95.778.428 $ | +41.151.007 $ | +816.287,9 % | 6 | 94.034.655 $ | +30.112.790 $ | +1.020,4 % | 7 | 78.047.502 $ | +32.516.749 $ | +3.971,0 % | 6 | ||||
| iSHARES TRUST | → 0 | 10.964.756 $ | -14.526.255 $ | -57,0 % | 1 | 25.491.011 $ | -2.223.565 $ | -8,0 % | 1 | 27.714.576 $ | +3.144.000 $ | +12,8 % | 1 | 24.570.576 $ | -3.337.774 $ | -12,0 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 27.414.923 $ | +2.341.259 $ | +9,3 % | 1 | 25.073.664 $ | +8.017.735 $ | +47,0 % | 1 | 17.055.929 $ | +2.396.444 $ | +16,3 % | 1 | 14.659.485 $ | +4.435.257 $ | +43,4 % | 1 | ||
| VANGUARD MUN BD FDS | → 0 | 19.231.862 $ | +6.712.672 $ | +53,6 % | 1 | 13.051.077 $ | +12.901.292 $ | +8.613,2 % | 1 | 9.267.982 $ | -1.339.121 $ | -12,6 % | 1 | ||||||
| SCHWAB STRATEGIC TR | → 0 | 12.519.190 $ | +3.430.709 $ | +37,7 % | 1 | 12.652.073 $ | +3.297.231 $ | +35,2 % | 1 | 11.212.366 $ | +9.062.569 $ | +421,6 % | 1 | 10.607.103 $ | +7.836.224 $ | +282,8 % | 1 | ||
| VANGUARD SPECIALIZED FUNDS | → 0 | 11.692.313 $ | -7.539.549 $ | -39,2 % | 1 | 10.422.122 $ | +10.070.019 $ | +2.860,0 % | 1 | 10.448.117 $ | +7.974.496 $ | +322,4 % | 1 | 9.584.395 $ | +7.470.916 $ | +353,5 % | 1 | ||
| VANGUARD WHITEHALL FDS | → 0 | 9.810.187 $ | +9.647.807 $ | +5.941,5 % | 1 | 9.088.481 $ | +9.088.295 $ | +4.886.180,1 % | 1 | 9.354.842 $ | +9.210.611 $ | +6.386,0 % | 1 | 9.308.891 $ | +9.268.385 $ | +22.881,5 % | 1 | ||
| FB Financial Corp | FBK | → 0 | Neutral | 8.980.843 $ | -336.209 $ | -3,6 % | 1 | 9.317.052 $ | +6.843.741 $ | +276,7 % | 1 | ||||||||
| 91.633.231 $ | +66.643 $ | +991,0 % | 6 | 95.778.428 $ | +41.151.007 $ | +816.287,9 % | 6 | 94.034.655 $ | +30.112.790 $ | +1.020,4 % | 7 | 78.047.502 $ | +32.516.749 $ | +3.971,0 % | 6 | ||||