| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 323.669.633 $ | +89.223.511 $ | +76.257,0 % | 8 | 284.022.221 $ | +51.542.721 $ | +5.828,4 % | 8 | 309.073.159 $ | +309.031.951 $ | +60.647,8 % | 9 | ||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | → 0 | 64.099.650 $ | +3.643.669 $ | +6,0 % | 1 | 60.455.981 $ | -1.550.694 $ | -2,5 % | 1 | 62.006.675 $ | +62.006.675 $ | 1 | |||
| COZAD ASSET MANAGEMENT INC | → 0 | 57.712.057 $ | +7.269.000 $ | +14,4 % | 1 | 50.443.057 $ | -3.976.870 $ | -7,3 % | 1 | 54.419.927 $ | +54.419.927 $ | 1 | |||
| iSHARES TRUST | → 0 | 45.386.751 $ | +7.752.626 $ | +20,6 % | 1 | 37.634.125 $ | +8.155.628 $ | +27,7 % | 1 | 29.478.497 $ | +29.478.497 $ | 1 | |||
| ISHARES TR | → 0 | 39.266.649 $ | +39.259.568 $ | +554.435,4 % | 1 | 24.078.770 $ | +23.895.301 $ | +13.024,2 % | 1 | ||||||
| Apple Inc. | AAPL | → 0 | Neutral | 30.855.712 $ | +1.308.632 $ | +4,4 % | 1 | 29.547.080 $ | -577.275 $ | -1,9 % | 1 | 30.124.355 $ | +30.124.355 $ | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 30.599.857 $ | +2.211.888 $ | +7,8 % | 1 | 28.387.969 $ | -1.739.733 $ | -5,8 % | 1 | 30.127.702 $ | +30.127.702 $ | 1 | |
| SCHWAB STRATEGIC TR | → 0 | 29.924.741 $ | +29.870.992 $ | +55.575,0 % | 1 | 25.558.159 $ | +25.482.286 $ | +33.585,4 % | 1 | 25.032.945 $ | +24.991.737 $ | +60.647,8 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Neutral | 25.824.216 $ | -2.092.864 $ | -7,5 % | 1 | 27.917.080 $ | +1.854.078 $ | +7,1 % | 1 | 26.063.002 $ | +26.063.002 $ | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 27.184.764 $ | +27.184.764 $ | 1 | |||||||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 24.635.292 $ | +24.635.292 $ | 1 | |||||||||
| 323.669.633 $ | +89.223.511 $ | +76.257,0 % | 8 | 284.022.221 $ | +51.542.721 $ | +5.828,4 % | 8 | 309.073.159 $ | +309.031.951 $ | +60.647,8 % | 9 | ||||