| 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 | ||||
| 72.815.508 $ | +2.850.911 $ | +0,2 % | 7 | 68.447.055 $ | +4.240.547 $ | +3,1 % | 7 | 65.020.484 $ | +54.689.879 $ | -15,5 % | 7 | ||||
| VANGUARD GROUP INC | → 0 | 35.878.703 $ | +3.486.062 $ | +10,8 % | 1 | 32.392.641 $ | +2.115.036 $ | +7,0 % | 1 | 30.277.605 $ | +30.277.605 $ | 1 | |||
| VANGUARD TAX-MANAGED FDS | → 0 | 12.028.934 $ | +994.763 $ | +9,0 % | 1 | 11.087.873 $ | +1.571.244 $ | +16,5 % | 1 | 10.330.605 $ | +10.330.605 $ | 1 | |||
| ISHARES TR | → 0 | 11.034.171 $ | -53.702 $ | -0,5 % | 1 | 9.516.629 $ | +789.406 $ | +9,0 % | 1 | 8.727.223 $ | -1.603.382 $ | -15,5 % | 1 | ||
| SONATA CAPITAL GROUP INC | → 0 | 4.754.078 $ | -968.302 $ | -16,9 % | 1 | 5.722.380 $ | -132.160 $ | -2,3 % | 1 | 5.854.540 $ | +5.854.540 $ | 1 | |||
| SCHWAB STRATEGIC TRUST | → 0 | 5.041.315 $ | +200.597 $ | +4,1 % | 1 | 4.840.718 $ | -229.882 $ | -4,5 % | 1 | 5.070.600 $ | +5.070.600 $ | 1 | |||
| iSHARES TRUST | → 0 | 3.247.967 $ | -928.276 $ | -22,2 % | 1 | 4.176.243 $ | +197.911 $ | +5,0 % | 1 | 3.978.332 $ | +3.978.332 $ | 1 | |||
| 3M CO | MMM | → 0 | Stark | 830.340 $ | +119.769 $ | +16,9 % | 1 | 710.571 $ | -71.008 $ | -9,1 % | 1 | 781.579 $ | +781.579 $ | 1 | |
| 72.815.508 $ | +2.850.911 $ | +0,2 % | 7 | 68.447.055 $ | +4.240.547 $ | +3,1 % | 7 | 65.020.484 $ | +54.689.879 $ | -15,5 % | 7 | ||||