| 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 | ||||
| 22.387.223 $ | +4.627.591 $ | +126,4 % | 21 | 18.570.038 $ | +442.394 $ | +1,2 % | 19 | 18.549.167 $ | +18.549.167 $ | 20 | |||||
| Dimensional ETF Trust | → 0 | 4.452.730 $ | -261.134 $ | -5,5 % | 1 | 4.713.864 $ | +313.716 $ | +7,1 % | 1 | 4.400.148 $ | +4.400.148 $ | 1 | |||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 4.703.264 $ | +4.496.675 $ | +2.176,6 % | 1 | 206.589 $ | +206.589 $ | 1 | |||||
| iSHARES TRUST | → 0 | 2.382.561 $ | -1.295.958 $ | -35,2 % | 1 | 3.678.519 $ | -401.426 $ | -9,8 % | 1 | 4.079.945 $ | +4.079.945 $ | 1 | |||
| Tidal Trust II | → 0 | 2.793.111 $ | +890.335 $ | +46,8 % | 1 | 1.902.776 $ | +335.403 $ | +21,4 % | 1 | 1.567.373 $ | +1.567.373 $ | 1 | |||
| Apple Inc. | AAPL | → 0 | Neutral | 1.440.136 $ | -262.788 $ | -15,4 % | 1 | 1.702.924 $ | -186.767 $ | -9,9 % | 1 | 1.889.691 $ | +1.889.691 $ | 1 | |
| Invesco Exchange-Traded Fund Trust II | → 0 | 1.008.485 $ | +55.751 $ | +5,9 % | 1 | 952.734 $ | +952.734 $ | 1 | |||||||
| CHEVRON CORP | CVX | → 0 | Sehr stark | 798.664 $ | -201.944 $ | -20,2 % | 1 | 1.000.608 $ | +240.357 $ | +31,6 % | 1 | 760.251 $ | +760.251 $ | 1 | |
| SPDR SERIES TRUST | → 0 | 845.612 $ | +475.435 $ | +128,4 % | 1 | 370.177 $ | +10.326 $ | +2,9 % | 1 | 359.851 $ | +359.851 $ | 1 | |||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 575.949 $ | +168.381 $ | +41,3 % | 1 | 407.568 $ | +41.077 $ | +11,2 % | 1 | 366.491 $ | +366.491 $ | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 342.872 $ | -35.878 $ | -9,5 % | 1 | 378.750 $ | -161.128 $ | -29,8 % | 1 | 539.878 $ | +539.878 $ | 1 | |
| EXXON MOBIL CORP | XOM | → 0 | Stark | 410.570 $ | -96.374 $ | -19,0 % | 1 | 506.944 $ | +147.368 $ | +41,0 % | 1 | 359.576 $ | +359.576 $ | 1 | |
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 505.070 $ | +80.009 $ | +18,8 % | 1 | 425.061 $ | -45.702 $ | -9,7 % | 1 | 470.763 $ | +470.763 $ | 1 | |
| INVESCO EXCHANGE-TRADED FUND TRUST | → 0 | 372.822 $ | -106.978 $ | -22,3 % | 1 | 479.800 $ | -209 $ | -0,0 % | 1 | 480.009 $ | +480.009 $ | 1 | |||
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | → 0 | 377.809 $ | -70.152 $ | -15,7 % | 1 | 447.961 $ | -14.554 $ | -3,1 % | 1 | 462.515 $ | +462.515 $ | 1 | |||
| Alphabet Inc. | GOOGL | → 0 | Stark | 391.307 $ | +31.868 $ | +8,9 % | 1 | 359.439 $ | -32.738 $ | -8,3 % | 1 | 392.177 $ | +392.177 $ | 1 | |
| ISHARES TR | → 0 | 308.440 $ | +38.320 $ | +14,2 % | 1 | 270.120 $ | +6.120 $ | +2,3 % | 1 | 264.000 $ | +264.000 $ | 1 | |||
| NVIDIA CORP | NVDA | → 0 | Neutral | 299.935 $ | +69.204 $ | +30,0 % | 1 | 230.731 $ | -48.833 $ | -17,5 % | 1 | 279.564 $ | +279.564 $ | 1 | |
| AMAZON COM INC | AMZN | → 0 | Neutral | 294.112 $ | +50.228 $ | +20,6 % | 1 | 243.884 $ | -23.406 $ | -8,8 % | 1 | 267.290 $ | +267.290 $ | 1 | |
| Ancora Advisors LLC | → 0 | 292.110 $ | +73.127 $ | +33,4 % | 1 | 218.983 $ | +218.983 $ | 1 | |||||||
| UNITEDHEALTH GROUP INC | UNH | → 0 | Neutral | 271.031 $ | +56.097 $ | +26,1 % | 1 | 214.934 $ | +214.934 $ | 1 | |||||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 267.094 $ | +267.094 $ | 1 | ||||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 262.024 $ | +262.024 $ | 1 | |||||||||
| BlackRock Finance, Inc. | → 0 | 223.444 $ | -11.944 $ | -5,1 % | 1 | 235.388 $ | +235.388 $ | 1 | |||||||
| 22.387.223 $ | +4.627.591 $ | +126,4 % | 21 | 18.570.038 $ | +442.394 $ | +1,2 % | 19 | 18.549.167 $ | +18.549.167 $ | 20 | |||||