| 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 | ||||
| 77.234.456 $ | +21.471.558 $ | +39,2 % | 10 | 57.577.621 $ | +12.584.309 $ | +139,1 % | 8 | 46.558.806 $ | +7.298.977 $ | +18,0 % | 7 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 25.146.835 $ | -1.768.782 $ | -6,6 % | 1 | 26.915.617 $ | +6.037.387 $ | +28,9 % | 1 | 20.878.230 $ | +4.491.721 $ | +27,4 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 8.174.826 $ | +3.891.854 $ | +90,9 % | 1 | 4.282.972 $ | +630.855 $ | +17,3 % | 1 | 3.652.117 $ | +646.831 $ | +21,5 % | 1 |
| DHJJ Financial Advisors, Ltd. | → 0 | 7.762.155 $ | +7.762.155 $ | 1 | |||||||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 6.734.628 $ | +2.978.405 $ | +79,3 % | 1 | 3.756.223 $ | -911.344 $ | -19,5 % | 1 | 4.667.567 $ | +752.510 $ | +19,2 % | 1 |
| iSHARES TRUST | → 0 | 5.598.117 $ | -122.694 $ | -2,1 % | 1 | 5.720.811 $ | +711.887 $ | +14,2 % | 1 | 5.008.924 $ | -757.056 $ | -13,1 % | 1 | ||
| Ares Management Corp | ARES | → 0 | Neutral | 5.606.622 $ | +5.606.622 $ | 1 | |||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 5.307.344 $ | -186.172 $ | -3,4 % | 1 | 5.493.516 $ | +3.883.848 $ | +241,3 % | 1 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 5.429.883 $ | +2.142.502 $ | +65,2 % | 1 | 3.287.381 $ | -1.113.815 $ | -25,3 % | 1 | 4.401.196 $ | +950.509 $ | +27,5 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 3.518.096 $ | -912.830 $ | -20,6 % | 1 | 4.430.926 $ | +41.818 $ | +1,0 % | 1 | 4.389.108 $ | +244.688 $ | +5,9 % | 1 |
| VANGUARD STAR FDS | → 0 | 3.955.950 $ | +2.080.498 $ | +110,9 % | 1 | 3.690.175 $ | +3.303.673 $ | +854,8 % | 1 | 3.561.664 $ | +969.774 $ | +37,4 % | 1 | ||
| 77.234.456 $ | +21.471.558 $ | +39,2 % | 10 | 57.577.621 $ | +12.584.309 $ | +139,1 % | 8 | 46.558.806 $ | +7.298.977 $ | +18,0 % | 7 | ||||