| 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 | ||||
| 99.616.099 $ | +18.313.207 $ | +426,6 % | 9 | 84.162.670 $ | +14.483.083 $ | +79,2 % | 8 | 83.831.309 $ | +58.844.195 $ | +96,3 % | 8 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 18.626.156 $ | +2.012.383 $ | +12,1 % | 1 | 16.613.773 $ | -1.243.221 $ | -7,0 % | 1 | 17.856.994 $ | +17.856.994 $ | 1 | |
| SCHWAB STRATEGIC TR | → 0 | 17.714.403 $ | +17.249.494 $ | +3.710,3 % | 1 | 16.144.205 $ | +13.875.899 $ | +611,7 % | 1 | 15.269.641 $ | +7.711.772 $ | +102,0 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 11.874.930 $ | +699.678 $ | +6,3 % | 1 | 11.175.252 $ | +1.399.648 $ | +14,3 % | 1 | 9.775.604 $ | +9.775.604 $ | 1 | |||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 11.633.068 $ | +439.915 $ | +3,9 % | 1 | 11.193.153 $ | -574.879 $ | -4,9 % | 1 | 11.768.032 $ | +11.768.032 $ | 1 | |
| KEYCORP /NEW/ | KEY | → 0 | Stark | 11.043.788 $ | +1.414.332 $ | +14,7 % | 1 | 9.629.456 $ | -391.679 $ | -3,9 % | 1 | 10.021.135 $ | +10.021.135 $ | 1 | |
| VANGUARD SPECIALIZED FUNDS | → 0 | 8.477.176 $ | +3.766.936 $ | +80,0 % | 1 | 7.534.063 $ | +1.126.581 $ | +17,6 % | 1 | 7.557.869 $ | +5.398.265 $ | +250,0 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 7.006.229 $ | +1.540.943 $ | +28,2 % | 1 | 5.465.286 $ | -463.498 $ | -7,8 % | 1 | 5.928.784 $ | +5.928.784 $ | 1 | |
| J P MORGAN EXCHANGE TRADED F | → 0 | 6.958.680 $ | -10.755.723 $ | -60,7 % | 1 | 6.407.482 $ | +754.232 $ | +13,3 % | 1 | 5.653.250 $ | -9.616.391 $ | -63,0 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 6.281.669 $ | +1.945.249 $ | +44,9 % | 1 | ||||||||||
| 99.616.099 $ | +18.313.207 $ | +426,6 % | 9 | 84.162.670 $ | +14.483.083 $ | +79,2 % | 8 | 83.831.309 $ | +58.844.195 $ | +96,3 % | 8 | ||||