| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 70.360.985 $ | +9.433.271 $ | +5.007,9 % | 12 | 70.836.451 $ | +62.200.613 $ | +9.395,5 % | 13 | ||||
| VANGUARD GROUP INC | → 0 | 35.242.475 $ | +390.810 $ | +1,1 % | 1 | 34.851.665 $ | +34.851.665 $ | 1 | |||
| iSHARES TRUST | → 0 | 8.221.629 $ | -210.988 $ | -2,5 % | 1 | 8.432.617 $ | +8.432.617 $ | 1 | |||
| ISHARES TR | → 0 | 5.815.302 $ | +5.779.986 $ | +16.366,5 % | 1 | 5.929.461 $ | +4.405.355 $ | +289,0 % | 1 | ||
| FIRST TRUST PORTFOLIOS LP | → 0 | 4.049.910 $ | +232.926 $ | +6,1 % | 1 | 3.816.984 $ | +3.816.984 $ | 1 | |||
| SCHWAB STRATEGIC TR | → 0 | 3.939.309 $ | +3.929.206 $ | +38.891,5 % | 1 | 3.820.099 $ | +66.280 $ | +1,8 % | 1 | ||
| VANGUARD SPECIALIZED FUNDS | → 0 | 3.363.756 $ | -2.451.546 $ | -42,2 % | 1 | 3.753.819 $ | +2.215.743 $ | +144,1 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 1.773.231 $ | -260.554 $ | -12,8 % | 1 | 2.033.785 $ | +2.033.785 $ | 1 | |
| VANGUARD WHITEHALL FDS | → 0 | 1.657.676 $ | +1.593.654 $ | +2.489,2 % | 1 | 1.731.834 $ | +1.067.026 $ | +160,5 % | 1 | ||
| HARBOUR INVESTMENTS, INC. | → 0 | 1.703.058 $ | +950.709 $ | +126,4 % | 1 | ||||||
| J P MORGAN EXCHANGE TRADED F | → 0 | 1.682.899 $ | +1.613.983 $ | +2.342,0 % | 1 | 1.524.106 $ | +1.513.517 $ | +14.293,3 % | 1 | ||
| VANGUARD MUN BD FDS | → 0 | 1.465.974 $ | -1.897.782 $ | -56,4 % | 1 | 1.538.076 $ | +395.878 $ | +34,7 % | 1 | ||
| UNIFIED SER TR | → 0 | 1.445.766 $ | -237.133 $ | -14,1 % | 1 | 1.142.198 $ | +1.139.956 $ | +50.845,5 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 1.157.303 $ | +1.157.303 $ | 1 | |||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 1.104.504 $ | +1.104.504 $ | 1 | |||||
| 70.360.985 $ | +9.433.271 $ | +5.007,9 % | 12 | 70.836.451 $ | +62.200.613 $ | +9.395,5 % | 13 | ||||