| 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 | ||||
| 64.320.451 $ | +17.179.928 $ | +255,4 % | 9 | 35.991.123 $ | -2.877.024 $ | -9,9 % | 4 | 52.293.308 $ | +8.031.628 $ | +270,6 % | 7 | 40.573.250 $ | +2.307.461 $ | +8,5 % | 5 | ||||
| iSHARES TRUST | → 0 | 19.858.767 $ | +2.664.492 $ | +15,5 % | 1 | 17.194.275 $ | -183.430 $ | -1,1 % | 1 | 17.377.705 $ | +1.797.168 $ | +11,5 % | 1 | 15.580.537 $ | +407.296 $ | +2,7 % | 1 | ||
| VISA INC. | V | → 0 | Neutral | 9.142.176 $ | +1.396.988 $ | +18,0 % | 1 | 7.745.188 $ | -988.531 $ | -11,3 % | 1 | 8.733.719 $ | +595.046 $ | +7,3 % | 1 | 8.138.673 $ | -107.206 $ | -1,3 % | 1 |
| VANGUARD GROUP INC | → 0 | 7.381.956 $ | +1.019.203 $ | +16,0 % | 1 | 6.362.753 $ | -199.829 $ | -3,0 % | 1 | 6.562.582 $ | +154.625 $ | +2,4 % | 1 | 6.407.957 $ | +610.211 $ | +10,5 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 5.246.713 $ | +557.806 $ | +11,9 % | 1 | 4.688.907 $ | -1.505.234 $ | -24,3 % | 1 | 6.194.141 $ | +467.737 $ | +8,2 % | 1 | 5.726.404 $ | +1.039.282 $ | +22,2 % | 1 |
| ISHARES TR | → 0 | 5.278.897 $ | +3.297.726 $ | +166,5 % | 1 | ||||||||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 4.730.173 $ | +10.494 $ | +0,2 % | 1 | 4.719.679 $ | +357.878 $ | +8,2 % | 1 | ||||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 4.575.461 $ | +4.341.473 $ | +1.855,4 % | 1 | 4.205.855 $ | +3.988.520 $ | +1.835,2 % | 1 | ||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 4.143.183 $ | +373.142 $ | +9,9 % | 1 | 4.489.133 $ | +1.018.038 $ | +29,3 % | 1 | ||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 4.382.158 $ | +2.852.717 $ | +186,5 % | 1 | ||||||||||||
| COZAD ASSET MANAGEMENT INC | → 0 | 4.311.140 $ | +676.381 $ | +18,6 % | 1 | ||||||||||||||
| 64.320.451 $ | +17.179.928 $ | +255,4 % | 9 | 35.991.123 $ | -2.877.024 $ | -9,9 % | 4 | 52.293.308 $ | +8.031.628 $ | +270,6 % | 7 | 40.573.250 $ | +2.307.461 $ | +8,5 % | 5 | ||||