| 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 | ||||
| 57.671.090 $ | +10.287.718 $ | +81,2 % | 9 | 52.341.927 $ | -393.773 $ | +63,2 % | 8 | 53.209.853 $ | +45.634.588 $ | +178,7 % | 8 | ||||
| iSHARES TRUST | → 0 | 19.998.709 $ | +2.056.171 $ | +11,5 % | 1 | 17.942.538 $ | -417.442 $ | -2,3 % | 1 | 18.359.980 $ | +18.359.980 $ | 1 | |||
| VANGUARD GROUP INC | → 0 | 14.782.059 $ | +682.364 $ | +4,8 % | 1 | 14.099.695 $ | +773.756 $ | +5,8 % | 1 | 13.325.939 $ | +13.325.939 $ | 1 | |||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 8.067.320 $ | +339.623 $ | +4,4 % | 1 | 7.727.697 $ | -687.309 $ | -8,2 % | 1 | 8.415.006 $ | +8.415.006 $ | 1 | |
| VANGUARD TAX-MANAGED FDS | → 0 | 7.288.590 $ | +6.157.127 $ | +544,2 % | 1 | 6.555.128 $ | +5.401.145 $ | +468,0 % | 1 | 6.390.431 $ | +5.205.597 $ | +439,4 % | 1 | ||
| FRANKLIN STREET PROPERTIES CORP /MA/ | FSP | → 0 | Stark | 1.477.624 $ | -428.941 $ | -22,5 % | 1 | 1.906.565 $ | -807.099 $ | -29,7 % | 1 | 2.713.664 $ | +2.713.664 $ | 1 | |
| COZAD ASSET MANAGEMENT INC | → 0 | 1.877.315 $ | +451.490 $ | +31,7 % | 1 | 1.425.825 $ | +879.841 $ | +161,1 % | 1 | ||||||
| Apple Inc. | AAPL | → 0 | Neutral | 1.773.259 $ | +217.980 $ | +14,0 % | 1 | 1.555.279 $ | -110.737 $ | -6,6 % | 1 | 1.666.016 $ | +1.666.016 $ | 1 | |
| ISHARES TR | → 0 | 1.274.751 $ | +181.689 $ | +16,6 % | 1 | 1.184.834 $ | +1.184.834 $ | 1 | |||||||
| VANGUARD SPECIALIZED FUNDS | → 0 | 1.131.463 $ | +630.215 $ | +125,7 % | 1 | 1.129.200 $ | -5.425.928 $ | -82,8 % | 1 | 1.153.983 $ | -5.236.448 $ | -81,9 % | 1 | ||
| 57.671.090 $ | +10.287.718 $ | +81,2 % | 9 | 52.341.927 $ | -393.773 $ | +63,2 % | 8 | 53.209.853 $ | +45.634.588 $ | +178,7 % | 8 | ||||