| 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 | ||||
| 56.201.700 $ | +4.622.372 $ | +68,9 % | 8 | 50.551.016 $ | +2.078.455 $ | -7,9 % | 9 | 44.772.703 $ | +43.202.801 $ | +441,6 % | 6 | ||||
| iSHARES TRUST | → 0 | 23.111.582 $ | +2.546.577 $ | +12,4 % | 1 | 20.565.005 $ | +4.247.862 $ | +26,0 % | 1 | 16.317.143 $ | +16.317.143 $ | 1 | |||
| J.P. Morgan Exchange-Traded Fund Trust | → 0 | 16.709.098 $ | +1.844.587 $ | +12,4 % | 1 | 14.864.511 $ | +1.223.167 $ | +9,0 % | 1 | 13.641.344 $ | +13.641.344 $ | 1 | |||
| ISHARES TR | → 0 | 11.126.223 $ | +9.515.806 $ | +590,9 % | 1 | 9.723.534 $ | +1.220.772 $ | +14,4 % | 1 | 8.502.762 $ | +6.932.860 $ | +441,6 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 4.453.774 $ | +4.453.774 $ | 1 | |||||||||||
| Invesco Ltd. | IVZ | → 0 | Sehr stark | 2.061.926 $ | +76.049 $ | +3,8 % | 1 | 1.985.877 $ | +1.985.877 $ | 1 | |||||
| VANGUARD TAX-MANAGED FDS | → 0 | 1.790.796 $ | -9.335.427 $ | -83,9 % | 1 | 1.610.417 $ | -8.113.117 $ | -83,4 % | 1 | 1.569.902 $ | +1.569.902 $ | 1 | |||
| AB Active ETFs, Inc. | → 0 | 590.110 $ | -145.275 $ | -19,8 % | 1 | 735.385 $ | +735.385 $ | 1 | |||||||
| Capital Group Dividend Value ETF | → 0 | 486.952 $ | +67.678 $ | +16,1 % | 1 | 419.274 $ | +419.274 $ | 1 | |||||||
| COZAD ASSET MANAGEMENT INC | → 0 | 374.377 $ | +374.377 $ | 1 | |||||||||||
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | → 0 | 325.013 $ | +52.377 $ | +19,2 % | 1 | 272.636 $ | -15.142 $ | -5,3 % | 1 | 287.778 $ | +287.778 $ | 1 | |||
| 56.201.700 $ | +4.622.372 $ | +68,9 % | 8 | 50.551.016 $ | +2.078.455 $ | -7,9 % | 9 | 44.772.703 $ | +43.202.801 $ | +441,6 % | 6 | ||||