| 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 | ||||
| 49.395.692 $ | +6.565.843 $ | +226,2 % | 9 | 45.000.270 $ | +16.518.774 $ | +312,9 % | 8 | 42.386.096 $ | +15.559.850 $ | +327,0 % | 8 | ||||
| SCHWAB STRATEGIC TR | → 0 | 12.161.700 $ | +11.587.897 $ | +2.019,5 % | 1 | 11.299.068 $ | +10.727.377 $ | +1.876,4 % | 1 | 10.649.031 $ | +10.104.265 $ | +1.854,8 % | 1 | ||
| iSHARES TRUST | → 0 | 10.944.483 $ | -162.081 $ | -1,5 % | 1 | 11.106.564 $ | +502.122 $ | +4,7 % | 1 | 10.604.442 $ | +402.512 $ | +3,9 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 5.091.216 $ | -147.145 $ | -2,8 % | 1 | 5.238.361 $ | +334.972 $ | +6,8 % | 1 | 4.903.389 $ | +527.564 $ | +12,1 % | 1 | ||
| EXXON MOBIL CORP | XOM | → 0 | Stark | 5.136.716 $ | +1.510.797 $ | +41,7 % | 1 | 3.625.919 $ | +209.114 $ | +6,1 % | 1 | 3.416.805 $ | +152.659 $ | +4,7 % | 1 |
| ISHARES TR | → 0 | 4.386.776 $ | -6.912.292 $ | -61,2 % | 1 | 4.430.401 $ | +3.771.838 $ | +572,7 % | 1 | 4.266.782 $ | +3.744.926 $ | +717,6 % | 1 | ||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 3.675.036 $ | -58.169 $ | -1,6 % | 1 | 3.733.205 $ | +477.954 $ | +14,7 % | 1 | 3.255.251 $ | +609.961 $ | +23,1 % | 1 | |
| SPDR SERIES TRUST | → 0 | 3.143.158 $ | +19.509 $ | +0,6 % | 1 | 3.123.649 $ | +148.979 $ | +5,0 % | 1 | 2.974.670 $ | +121.976 $ | +4,3 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 2.546.527 $ | +103.424 $ | +4,2 % | 1 | 2.443.103 $ | +346.418 $ | +16,5 % | 1 | ||||||
| SVB WEALTH LLC | → 0 | 2.315.726 $ | -104.013 $ | -4,3 % | 1 | ||||||||||
| CHEVRON CORP | CVX | → 0 | Stark | 2.310.080 $ | +623.903 $ | +37,0 % | 1 | ||||||||
| 49.395.692 $ | +6.565.843 $ | +226,2 % | 9 | 45.000.270 $ | +16.518.774 $ | +312,9 % | 8 | 42.386.096 $ | +15.559.850 $ | +327,0 % | 8 | ||||