| 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 | ||||
| 55.362.950 $ | +10.742.679 $ | +26,6 % | 20 | 50.321.649 $ | +1.273.187 $ | +19,4 % | 19 | 50.784.696 $ | +36.878.041 $ | +50,0 % | 20 | ||||
| VANGUARD WHITEHALL FDS | → 0 | 11.076.989 $ | +8.839.036 $ | +395,0 % | 1 | 10.480.556 $ | +8.437.454 $ | +413,0 % | 1 | 10.247.641 $ | +6.588.627 $ | +180,1 % | 1 | ||
| Moloney Securities Asset Management, LLC | → 0 | 10.740.399 $ | +905.310 $ | +9,2 % | 1 | 9.835.089 $ | -163.300 $ | -1,6 % | 1 | 9.998.389 $ | +9.998.389 $ | 1 | |||
| Capital Group International Focus Equity ETF | → 0 | 10.614.438 $ | +1.532.812 $ | +16,9 % | 1 | 9.081.626 $ | -189.011 $ | -2,0 % | 1 | 9.270.637 $ | +9.270.637 $ | 1 | |||
| SPDR SERIES TRUST | → 0 | 7.771.624 $ | +375.299 $ | +5,1 % | 1 | 7.396.325 $ | -4.306 $ | -0,1 % | 1 | 7.400.631 $ | +7.400.631 $ | 1 | |||
| FIRST TR EXCHANGE-TRADED ALP | → 0 | 4.610.213 $ | +774.063 $ | +20,2 % | 1 | 3.836.150 $ | +1.767.162 $ | +85,4 % | 1 | 3.659.014 $ | +3.659.014 $ | 1 | |||
| VANGUARD STAR FDS | → 0 | 2.237.953 $ | -2.372.260 $ | -51,5 % | 1 | 2.068.988 $ | -8.411.568 $ | -80,3 % | 1 | 2.043.102 $ | -8.204.539 $ | -80,1 % | 1 | ||
| Invesco Ltd. | IVZ | → 0 | Sehr stark | 1.465.214 $ | +18.667 $ | +1,3 % | 1 | 1.446.547 $ | +31.519 $ | +2,2 % | 1 | 1.415.028 $ | +1.415.028 $ | 1 | |
| SPDR GOLD TRUST | GLD | → 0 | 1.198.340 $ | -222.908 $ | -15,7 % | 1 | 1.421.248 $ | +90.043 $ | +6,8 % | 1 | 1.331.205 $ | +1.331.205 $ | 1 | ||
| JPMORGAN CHASE & CO | JPM | → 0 | Stark | 808.651 $ | +91.856 $ | +12,8 % | 1 | 716.795 $ | -68.766 $ | -8,8 % | 1 | 785.561 $ | +785.561 $ | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 718.758 $ | +138.323 $ | +23,8 % | 1 | 580.435 $ | -52.403 $ | -8,3 % | 1 | 632.838 $ | +632.838 $ | 1 | |
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 682.570 $ | +145.850 $ | +27,2 % | 1 | 536.720 $ | -33.790 $ | -5,9 % | 1 | 570.510 $ | +570.510 $ | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 677.149 $ | +99.230 $ | +17,2 % | 1 | 577.919 $ | -45.735 $ | -7,3 % | 1 | 623.654 $ | +623.654 $ | 1 | |
| Capital Group Dividend Value ETF | → 0 | 648.940 $ | +90.194 $ | +16,1 % | 1 | 558.746 $ | -13.706 $ | -2,4 % | 1 | 572.452 $ | +572.452 $ | 1 | |||
| Bank of New York Mellon Corp | BK | → 0 | 536.345 $ | +98.128 $ | +22,4 % | 1 | 438.217 $ | +11.259 $ | +2,6 % | 1 | 426.958 $ | +426.958 $ | 1 | ||
| MAI Capital Management | → 0 | 381.249 $ | +1.789 $ | +0,5 % | 1 | 379.460 $ | -4.674 $ | -1,2 % | 1 | 384.134 $ | +384.134 $ | 1 | |||
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | → 0 | Sehr schwach | 379.123 $ | +379.123 $ | 1 | |||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 271.319 $ | +1.931 $ | +0,7 % | 1 | 269.388 $ | -66.812 $ | -19,9 % | 1 | 336.200 $ | +336.200 $ | 1 | |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 239.687 $ | +10.629 $ | +4,6 % | 1 | 229.058 $ | -12.214 $ | -5,1 % | 1 | 241.272 $ | +241.272 $ | 1 | |
| SVB WEALTH LLC | → 0 | 237.346 $ | +1.467 $ | +0,6 % | 1 | 235.879 $ | +981 $ | +0,4 % | 1 | 234.898 $ | +234.898 $ | 1 | |||
| COZAD ASSET MANAGEMENT INC | → 0 | 229.559 $ | -2.944 $ | -1,3 % | 1 | 232.503 $ | +1.054 $ | +0,5 % | 1 | 231.449 $ | +231.449 $ | 1 | |||
| AbbVie Inc. | ABBV | → 0 | Neutral | 216.207 $ | +216.207 $ | 1 | |||||||||
| 55.362.950 $ | +10.742.679 $ | +26,6 % | 20 | 50.321.649 $ | +1.273.187 $ | +19,4 % | 19 | 50.784.696 $ | +36.878.041 $ | +50,0 % | 20 | ||||