| 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 | ||||
| 80.079.555 $ | +6.428.038 $ | +9,0 % | 9 | 73.438.597 $ | +547.234 $ | -3,7 % | 8 | 73.104.283 $ | +2.022.849 $ | +0,5 % | 9 | 71.282.027 $ | +4.383.386 $ | +5,5 % | 10 | ||||
| VANGUARD GROUP INC | → 0 | 46.257.365 $ | +3.248.018 $ | +7,6 % | 1 | 43.009.347 $ | +434.857 $ | +1,0 % | 1 | 42.574.490 $ | +1.430.896 $ | +3,5 % | 1 | 41.143.594 $ | +2.199.336 $ | +5,6 % | 1 | ||
| VANGUARD SCOTTSDALE FUNDS | → 0 | 12.961.758 $ | +866.737 $ | +7,2 % | 1 | 12.095.021 $ | +259.191 $ | +2,2 % | 1 | 11.835.830 $ | +128.183 $ | +1,1 % | 1 | 11.707.647 $ | +896.123 $ | +8,3 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 12.741.721 $ | +1.551.043 $ | +13,9 % | 1 | 11.190.678 $ | -45.992 $ | -0,4 % | 1 | 11.236.670 $ | +471.693 $ | +4,4 % | 1 | 10.764.977 $ | +598.876 $ | +5,9 % | 1 | ||
| iSHARES TRUST | → 0 | 3.863.457 $ | +401.131 $ | +11,6 % | 1 | 3.462.326 $ | -70.889 $ | -2,0 % | 1 | 3.533.215 $ | -93.105 $ | -2,6 % | 1 | 3.626.320 $ | +110.768 $ | +3,2 % | 1 | ||
| BlackRock Finance, Inc. | → 0 | 2.994.268 $ | +272.384 $ | +10,0 % | 1 | 2.721.884 $ | +77.164 $ | +2,9 % | 1 | 2.644.720 $ | +136.035 $ | +5,4 % | 1 | 2.508.685 $ | +128.075 $ | +5,4 % | 1 | ||
| BERKLEY W R CORP | WRB | → 0 | Neutral | 530.315 $ | +31.956 $ | +6,4 % | 1 | 498.359 $ | -33.309 $ | -6,3 % | 1 | 531.668 $ | -44.438 $ | -7,7 % | 1 | 576.106 $ | +23.685 $ | +4,3 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 221.574 $ | +1.693 $ | +0,8 % | 1 | 219.881 $ | -60.992 $ | -21,7 % | 1 | 280.873 $ | -26.789 $ | -8,7 % | 1 | 307.662 $ | -9.188 $ | -2,9 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 274.892 $ | +33.791 $ | +14,0 % | 1 | 241.101 $ | -12.796 $ | -5,0 % | 1 | 253.897 $ | +11.998 $ | +5,0 % | 1 | 241.899 $ | +30.574 $ | +14,5 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Stark | 234.205 $ | +21.285 $ | +10,0 % | 1 | 212.920 $ | +8.376 $ | +4,1 % | 1 | 204.544 $ | +204.544 $ | 1 | |||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 200.593 $ | +200.593 $ | 1 | |||||||||||||
| 80.079.555 $ | +6.428.038 $ | +9,0 % | 9 | 73.438.597 $ | +547.234 $ | -3,7 % | 8 | 73.104.283 $ | +2.022.849 $ | +0,5 % | 9 | 71.282.027 $ | +4.383.386 $ | +5,5 % | 10 | ||||