| 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 | ||||
| 67.586.713 $ | +9.811.468 $ | +19,6 % | 17 | 58.913.123 $ | -2.467.558 $ | +13,5 % | 17 | 65.023.961 $ | +62.704.340 $ | -79,4 % | 19 | ||||
| VANGUARD GROUP INC | → 0 | 15.849.598 $ | +3.145.216 $ | +24,8 % | 1 | 12.704.382 $ | +80.038 $ | +0,6 % | 1 | 12.624.344 $ | +12.624.344 $ | 1 | |||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 10.554.226 $ | +864.802 $ | +8,9 % | 1 | 9.689.424 $ | -142.913 $ | -1,5 % | 1 | 9.832.337 $ | +9.832.337 $ | 1 | |
| SCHWAB STRATEGIC TRUST | → 0 | 7.499.360 $ | +1.785.774 $ | +31,3 % | 1 | 5.713.586 $ | +537.522 $ | +10,4 % | 1 | 5.176.064 $ | +5.176.064 $ | 1 | |||
| Apple Inc. | AAPL | → 0 | Neutral | 5.280.074 $ | +515.329 $ | +10,8 % | 1 | 4.764.745 $ | -411.497 $ | -7,9 % | 1 | 5.176.242 $ | +5.176.242 $ | 1 | |
| JPMORGAN CHASE & CO | JPM | → 0 | Stark | 4.995.025 $ | +581.240 $ | +13,2 % | 1 | 4.413.785 $ | -648.452 $ | -12,8 % | 1 | 5.062.237 $ | +5.062.237 $ | 1 | |
| VISA INC. | V | → 0 | Neutral | 4.741.842 $ | +783.851 $ | +19,8 % | 1 | 3.957.991 $ | -605.130 $ | -13,3 % | 1 | 4.563.121 $ | +4.563.121 $ | 1 | |
| NVIDIA CORP | NVDA | → 0 | Neutral | 4.523.232 $ | +256.575 $ | +6,0 % | 1 | 4.266.657 $ | -404.753 $ | -8,7 % | 1 | 4.671.410 $ | +4.671.410 $ | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 3.949.433 $ | +281.674 $ | +7,7 % | 1 | 3.667.759 $ | -815.372 $ | -18,2 % | 1 | 4.483.131 $ | +4.483.131 $ | 1 | |
| VANGUARD WORLD FUND | → 0 | 3.723.048 $ | +1.052.874 $ | +39,4 % | 1 | 2.670.174 $ | -101.475 $ | -3,7 % | 1 | 2.771.649 $ | +2.771.649 $ | 1 | |||
| Uber Technologies, Inc | UBER | → 0 | Schwach | 2.885.834 $ | +2.885.834 $ | 1 | |||||||||
| VANGUARD MUN BD FDS | → 0 | 2.338.986 $ | +1.513.486 $ | +183,3 % | 1 | 2.291.850 $ | +1.813.998 $ | +379,6 % | 1 | 2.319.621 $ | +2.319.621 $ | 1 | |||
| UNITED PARCEL SERVICE INC | UPS | → 0 | Stark | 1.689.685 $ | +143.348 $ | +9,3 % | 1 | 1.546.337 $ | -174.808 $ | -10,2 % | 1 | 1.721.145 $ | +1.721.145 $ | 1 | |
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 1.185.014 $ | +43.859 $ | +3,8 % | 1 | 1.141.155 $ | +1.141.155 $ | 1 | |||||
| FIRST TR EXCHANGE-TRADED FD | → 0 | 893.446 $ | -1.445.540 $ | -61,8 % | 1 | 825.500 $ | -1.466.350 $ | -64,0 % | 1 | 477.852 $ | -1.841.769 $ | -79,4 % | 1 | ||
| Community West Bancshares | CWBC | → 0 | Neutral | 729.675 $ | +729.675 $ | 1 | |||||||||
| SELECT SECTOR SPDR TRUST | → 0 | 268.737 $ | -41.239 $ | -13,3 % | 1 | 309.976 $ | -159.568 $ | -34,0 % | 1 | 469.544 $ | +469.544 $ | 1 | |||
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Stark | 306.834 $ | -84.763 $ | -21,6 % | 1 | 391.597 $ | -64.581 $ | -14,2 % | 1 | 456.178 $ | +456.178 $ | 1 | |
| CATERPILLAR INC | CAT | → 0 | Sehr stark | 427.025 $ | +142.933 $ | +50,3 % | 1 | 284.092 $ | +54.371 $ | +23,7 % | 1 | 229.721 $ | +229.721 $ | 1 | |
| CrowdStrike Holdings, Inc. | CRWD | → 0 | Stark | 302.203 $ | +302.203 $ | 1 | |||||||||
| PROSHARES TRUST | → 0 | 243.959 $ | +13.705 $ | +6,0 % | 1 | 230.254 $ | -2.447 $ | -1,1 % | 1 | 232.701 $ | +232.701 $ | 1 | |||
| 67.586.713 $ | +9.811.468 $ | +19,6 % | 17 | 58.913.123 $ | -2.467.558 $ | +13,5 % | 17 | 65.023.961 $ | +62.704.340 $ | -79,4 % | 19 | ||||