| 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 | ||||
| 46.397.330 $ | +3.518.339 $ | +181,3 % | 10 | 43.387.127 $ | -103.053 $ | +54,9 % | 11 | 43.660.478 $ | +23.386.091 $ | -75,6 % | 11 | ||||
| VANGUARD SPECIALIZED FUNDS | → 0 | 18.832.822 $ | +17.849.070 $ | +1.814,4 % | 1 | 17.279.550 $ | +14.455.011 $ | +511,8 % | 1 | 17.664.917 $ | +17.664.917 $ | 1 | |||
| iSHARES TRUST | → 0 | 9.504.912 $ | +1.102.019 $ | +13,1 % | 1 | 8.402.893 $ | -646.534 $ | -7,1 % | 1 | 9.049.427 $ | +9.049.427 $ | 1 | |||
| WisdomTree, Inc. | WT | → 0 | Neutral | 8.125.835 $ | +952.687 $ | +13,3 % | 1 | 7.173.148 $ | +728.313 $ | +11,3 % | 1 | 6.444.835 $ | +6.444.835 $ | 1 | |
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 3.782.887 $ | +600.894 $ | +18,9 % | 1 | 3.181.993 $ | -322.646 $ | -9,2 % | 1 | 3.504.639 $ | +3.504.639 $ | 1 | ||
| VANGUARD STAR FDS | → 0 | 1.520.098 $ | -17.312.724 $ | -91,9 % | 1 | 2.824.539 $ | +1.936.204 $ | +218,0 % | 1 | 2.609.470 $ | -15.055.447 $ | -85,2 % | 1 | ||
| SCHWAB STRATEGIC TRUST | → 0 | 1.781.460 $ | +157.603 $ | +9,7 % | 1 | 1.623.857 $ | +196.677 $ | +13,8 % | 1 | 1.427.180 $ | +1.427.180 $ | 1 | |||
| SPDR SERIES TRUST | → 0 | 1.112.436 $ | +45.615 $ | +4,3 % | 1 | 1.066.821 $ | +3.360 $ | +0,3 % | 1 | 1.063.461 $ | +1.063.461 $ | 1 | |||
| ISHARES TR | → 0 | 983.752 $ | +30.777 $ | +3,2 % | 1 | 952.975 $ | -16.326.575 $ | -94,5 % | 1 | 888.335 $ | -1.721.135 $ | -66,0 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 392.083 $ | +55.811 $ | +16,6 % | 1 | 336.272 $ | -23.943 $ | -6,6 % | 1 | 360.215 $ | +360.215 $ | 1 | |
| JPMORGAN CHASE & CO | JPM | → 0 | Stark | 361.045 $ | +36.587 $ | +11,3 % | 1 | 324.458 $ | -30.951 $ | -8,7 % | 1 | 355.409 $ | +355.409 $ | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 220.621 $ | -71.969 $ | -24,6 % | 1 | 292.590 $ | +292.590 $ | 1 | |||||
| 46.397.330 $ | +3.518.339 $ | +181,3 % | 10 | 43.387.127 $ | -103.053 $ | +54,9 % | 11 | 43.660.478 $ | +23.386.091 $ | -75,6 % | 11 | ||||