| 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 | ||||
| 11.134.925 $ | +169.460 $ | +63,1 % | 15 | 10.677.268 $ | +1.090.142 $ | -1,8 % | 9 | 9.810.576 $ | +9.810.576 $ | 8 | |||||
| VANGUARD GROUP INC | → 0 | 2.986.674 $ | -379.526 $ | -11,3 % | 1 | 3.366.200 $ | +425.815 $ | +14,5 % | 1 | 2.940.385 $ | +2.940.385 $ | 1 | |||
| VANGUARD TAX-MANAGED FDS | → 0 | 2.058.270 $ | +1.806.587 $ | +717,8 % | 1 | 2.410.818 $ | +374.046 $ | +18,4 % | 1 | 2.036.772 $ | +2.036.772 $ | 1 | |||
| iSHARES TRUST | → 0 | 1.191.407 $ | -700.290 $ | -37,0 % | 1 | 1.891.697 $ | -105.589 $ | -5,3 % | 1 | 1.997.286 $ | +1.997.286 $ | 1 | |||
| PROCTER & GAMBLE Co | PG | → 0 | Neutral | 1.044.302 $ | +12.086 $ | +1,2 % | 1 | 1.032.216 $ | -113.434 $ | -9,9 % | 1 | 1.145.650 $ | +1.145.650 $ | 1 | |
| BlackRock Fund Advisors | → 0 | 872.118 $ | +11.630 $ | +1,4 % | 1 | 860.488 $ | -21.588 $ | -2,4 % | 1 | 882.076 $ | +882.076 $ | 1 | |||
| NVIDIA CORP | NVDA | → 0 | Neutral | 412.586 $ | +412.586 $ | 1 | |||||||||
| CINCINNATI FINANCIAL CORP | CINF | → 0 | Neutral | 399.347 $ | +59.943 $ | +17,7 % | 1 | 339.404 $ | +339.404 $ | 1 | |||||
| SCHWAB STRATEGIC TRUST | → 0 | 373.903 $ | +47.854 $ | +14,7 % | 1 | 326.049 $ | -14.679 $ | -4,3 % | 1 | 340.728 $ | +340.728 $ | 1 | |||
| Apple Inc. | AAPL | → 0 | Neutral | 366.041 $ | +366.041 $ | 1 | |||||||||
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Stark | 329.221 $ | +65.761 $ | +25,0 % | 1 | 263.460 $ | +263.460 $ | 1 | |||||
| ISHARES TR | → 0 | 251.683 $ | -2.159.135 $ | -89,6 % | 1 | ||||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 186.936 $ | -57.293 $ | -23,5 % | 1 | 244.229 $ | +244.229 $ | 1 | |||||
| AMAZON COM INC | AMZN | → 0 | Stark | 231.429 $ | +231.429 $ | 1 | |||||||||
| AMERICAN EXPRESS CO | AXP | → 0 | Stark | 204.303 $ | -19.147 $ | -8,6 % | 1 | 223.450 $ | +223.450 $ | 1 | |||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 208.981 $ | +208.981 $ | 1 | |||||||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 204.660 $ | +204.660 $ | 1 | |||||||||
| 11.134.925 $ | +169.460 $ | +63,1 % | 15 | 10.677.268 $ | +1.090.142 $ | -1,8 % | 9 | 9.810.576 $ | +9.810.576 $ | 8 | |||||