| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 180.107.866 $ | -22.134.272 $ | -0,9 % | 10 | 202.242.138 $ | +202.242.138 $ | 10 | |||||
| VANGUARD TAX-MANAGED FDS | → 0 | 139.484.666 $ | -7.162.847 $ | -4,9 % | 1 | 146.647.513 $ | +146.647.513 $ | 1 | |||
| iShares, Inc. | → 0 | 29.227.386 $ | -14.378.350 $ | -33,0 % | 1 | 43.605.736 $ | +43.605.736 $ | 1 | |||
| Evolv Technologies Holdings, Inc. | EVLV | → 0 | Neutral | 4.188.778 $ | -389.863 $ | -8,5 % | 1 | 4.578.641 $ | +4.578.641 $ | 1 | |
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 3.681.831 $ | -66.689 $ | -1,8 % | 1 | 3.748.520 $ | +3.748.520 $ | 1 | ||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 2.872.560 $ | -146.640 $ | -4,9 % | 1 | 3.019.200 $ | +3.019.200 $ | 1 | |
| iSHARES TRUST | → 0 | 256.423 $ | +2.904 $ | +1,1 % | 1 | 253.519 $ | +253.519 $ | 1 | |||
| SPDR SERIES TRUST | → 0 | 196.892 $ | +5.343 $ | +2,8 % | 1 | 191.549 $ | +191.549 $ | 1 | |||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 135.902 $ | -12.964 $ | -8,7 % | 1 | 148.866 $ | +148.866 $ | 1 | |
| EXXON MOBIL CORP | XOM | → 0 | Stark | 46.657 $ | +13.563 $ | +41,0 % | 1 | 33.094 $ | +33.094 $ | 1 | |
| PEPSICO INC | PEP | → 0 | Stark | 16.771 $ | +1.271 $ | +8,2 % | 1 | 15.500 $ | +15.500 $ | 1 | |
| 180.107.866 $ | -22.134.272 $ | -0,9 % | 10 | 202.242.138 $ | +202.242.138 $ | 10 | |||||