| 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 | ||||
| 31.559.191 $ | +2.746.429 $ | +9,4 % | 16 | 29.027.595 $ | +1.556.855 $ | +19,5 % | 16 | 27.470.740 $ | +27.470.740 $ | 14 | |||||
| iSHARES TRUST | → 0 | 9.157.271 $ | +671.003 $ | +7,9 % | 1 | 8.486.268 $ | +315.542 $ | +3,9 % | 1 | 8.170.726 $ | +8.170.726 $ | 1 | |||
| Dimensional ETF Trust | → 0 | 5.019.847 $ | +566.667 $ | +12,7 % | 1 | 4.453.180 $ | +44.638 $ | +1,0 % | 1 | 4.408.542 $ | +4.408.542 $ | 1 | |||
| VANGUARD GROUP INC | → 0 | 4.160.466 $ | +260.227 $ | +6,7 % | 1 | 3.900.239 $ | +47.797 $ | +1,2 % | 1 | 3.852.442 $ | +3.852.442 $ | 1 | |||
| ISHARES TR | → 0 | 3.625.446 $ | +152.631 $ | +4,4 % | 1 | 3.472.815 $ | +45.887 $ | +1,3 % | 1 | 3.426.928 $ | +3.426.928 $ | 1 | |||
| SCHWAB STRATEGIC TRUST | → 0 | 2.659.932 $ | +148.659 $ | +5,9 % | 1 | 2.511.273 $ | +36.994 $ | +1,5 % | 1 | 2.474.279 $ | +2.474.279 $ | 1 | |||
| COLGATE PALMOLIVE CO | CL | → 0 | Sehr stark | 1.764.234 $ | +124.120 $ | +7,6 % | 1 | 1.640.114 $ | +119.502 $ | +7,9 % | 1 | 1.520.612 $ | +1.520.612 $ | 1 | |
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 1.093.210 $ | +25.587 $ | +2,4 % | 1 | 1.067.623 $ | +34.107 $ | +3,3 % | 1 | 1.033.516 $ | +1.033.516 $ | 1 | |||
| COZAD ASSET MANAGEMENT INC | → 0 | 805.548 $ | +5.885 $ | +0,7 % | 1 | 799.663 $ | +585.179 $ | +272,8 % | 1 | 214.484 $ | +214.484 $ | 1 | |||
| INTEL CORP | INTC | → 0 | Neutral | 518.027 $ | +518.027 $ | 1 | |||||||||
| Walmart Inc. | WMT | → 0 | Stark | 461.874 $ | -45.949 $ | -9,0 % | 1 | 507.823 $ | +52.555 $ | +11,5 % | 1 | 455.268 $ | +455.268 $ | 1 | |
| Simplify Exchange Traded Funds | → 0 | 450.390 $ | +55.494 $ | +14,1 % | 1 | 394.896 $ | -104.020 $ | -20,8 % | 1 | 498.916 $ | +498.916 $ | 1 | |||
| Apple Inc. | AAPL | → 0 | Neutral | 455.581 $ | +68.704 $ | +17,8 % | 1 | 386.877 $ | -27.546 $ | -6,6 % | 1 | 414.423 $ | +414.423 $ | 1 | |
| GREIF, INC | GEF | → 0 | Stark | 436.765 $ | +43.497 $ | +11,1 % | 1 | 393.268 $ | -13.766 $ | -3,4 % | 1 | 407.034 $ | +407.034 $ | 1 | |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | → 0 | 413.620 $ | +59.363 $ | +16,8 % | 1 | 354.257 $ | +10.129 $ | +2,9 % | 1 | 344.128 $ | +344.128 $ | 1 | |||
| WisdomTree, Inc. | WT | → 0 | Stark | 276.982 $ | +37.559 $ | +15,7 % | 1 | 239.423 $ | -10.019 $ | -4,0 % | 1 | 249.442 $ | +249.442 $ | 1 | |
| VANGUARD WELLINGTON FUND | → 0 | 259.998 $ | +54.955 $ | +26,8 % | 1 | 205.043 $ | +205.043 $ | 1 | |||||||
| CHEVRON CORP | CVX | → 0 | Sehr stark | 214.833 $ | +214.833 $ | 1 | |||||||||
| 31.559.191 $ | +2.746.429 $ | +9,4 % | 16 | 29.027.595 $ | +1.556.855 $ | +19,5 % | 16 | 27.470.740 $ | +27.470.740 $ | 14 | |||||