| 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 | ||||
| 207.718.364 $ | +46.326.562 $ | +409,4 % | 8 | 145.684.124 $ | +60.251.961 $ | +234,3 % | 6 | 117.358.024 $ | +23.430.580 $ | +243,4 % | 6 | 92.657.742 $ | +38.940.724 $ | +2.097,0 % | 5 | ||||
| ISHARES TR | → 0 | 58.152.045 $ | +52.001.892 $ | +845,5 % | 1 | 38.536.733 $ | +27.145.711 $ | +238,3 % | 1 | 28.056.890 $ | +20.561.934 $ | +274,3 % | 1 | 23.365.413 $ | +23.120.601 $ | +9.444,2 % | 1 | ||
| iSHARES TRUST | → 0 | 46.458.036 $ | +3.077.719 $ | +7,1 % | 1 | 43.380.317 $ | +1.523.920 $ | +3,6 % | 1 | 41.856.397 $ | +4.643.550 $ | +12,5 % | 1 | 37.212.847 $ | +3.680.670 $ | +11,0 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 35.347.409 $ | +9.162.157 $ | +35,0 % | 1 | 26.185.252 $ | +10.760.823 $ | +69,8 % | 1 | 15.424.429 $ | +2.182.488 $ | +16,5 % | 1 | 13.241.941 $ | +422.893 $ | +3,3 % | 1 | ||
| VANGUARD STAR FDS | → 0 | 22.518.658 $ | +21.603.395 $ | +2.360,3 % | 1 | 16.173.497 $ | +6.901.458 $ | +74,4 % | 1 | 11.552.167 $ | +10.654.893 $ | +1.187,5 % | 1 | 9.116.840 $ | +2.896.040 $ | +46,6 % | 1 | ||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 17.383.686 $ | +5.247.400 $ | +43,2 % | 1 | 12.136.286 $ | +5.543.233 $ | +84,1 % | 1 | ||||||||||
| SCHWAB STRATEGIC TR | → 0 | 8.782.029 $ | -49.370.016 $ | -84,9 % | 1 | 9.272.039 $ | +8.376.816 $ | +935,7 % | 1 | 11.391.022 $ | -16.665.868 $ | -59,4 % | 1 | 9.720.701 $ | +8.820.520 $ | +979,9 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 10.159.855 $ | +1.634.680 $ | +19,2 % | 1 | 9.077.119 $ | +2.053.583 $ | +29,2 % | 1 | ||||||||
| CATERPILLAR INC | CAT | → 0 | Stark | 8.916.646 $ | +2.969.335 $ | +49,9 % | 1 | ||||||||||||
| 207.718.364 $ | +46.326.562 $ | +409,4 % | 8 | 145.684.124 $ | +60.251.961 $ | +234,3 % | 6 | 117.358.024 $ | +23.430.580 $ | +243,4 % | 6 | 92.657.742 $ | +38.940.724 $ | +2.097,0 % | 5 | ||||