| 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 | ||||
| 129.845.236 $ | +17.284.234 $ | +251,4 % | 9 | 108.013.609 $ | -23.054.731 $ | +192,5 % | 7 | 114.550.791 $ | +113.060.233 $ | +1.334,7 % | 9 | ||||
| iSHARES TRUST | → 0 | 52.639.459 $ | +5.784.263 $ | +12,3 % | 1 | 46.855.196 $ | -239.016 $ | -0,5 % | 1 | 47.094.212 $ | +47.094.212 $ | 1 | |||
| SCHWAB STRATEGIC TR | → 0 | 30.746.558 $ | +29.398.112 $ | +2.180,1 % | 1 | 28.413.619 $ | +26.532.786 $ | +1.410,7 % | 1 | 28.819.853 $ | +27.534.045 $ | +2.141,4 % | 1 | ||
| Electromed, Inc. | ELMD | → 0 | Neutral | 20.465.671 $ | +8.928.708 $ | +77,4 % | 1 | 11.536.963 $ | -2.814.014 $ | -19,6 % | 1 | 14.350.977 $ | +14.350.977 $ | 1 | |
| Ancora Advisors LLC | → 0 | 12.845.146 $ | -110.786 $ | -0,9 % | 1 | 12.955.932 $ | +7.821.070 $ | +152,3 % | 1 | 5.134.862 $ | +5.134.862 $ | 1 | |||
| VANGUARD GROUP INC | → 0 | 8.983.219 $ | +8.983.219 $ | 1 | |||||||||||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 6.393.425 $ | +1.370.805 $ | +27,3 % | 1 | 5.022.620 $ | -351.364 $ | -6,5 % | 1 | 5.373.984 $ | +5.373.984 $ | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 2.068.126 $ | +65.406 $ | +3,3 % | 1 | 1.880.833 $ | -26.939.020 $ | -93,5 % | 1 | 1.858.628 $ | +1.858.628 $ | 1 | |||
| MATTHEWS ASIA FDS | → 0 | 2.002.720 $ | -28.743.838 $ | -93,5 % | 1 | 1.348.446 $ | -27.065.173 $ | -95,3 % | 1 | 1.285.808 $ | +1.081.058 $ | +528,0 % | 1 | ||
| BlackRock Finance, Inc. | → 0 | 1.649.248 $ | +1.649.248 $ | 1 | |||||||||||
| iShares, Inc. | → 0 | 1.485.908 $ | +343.408 $ | +30,1 % | 1 | ||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 1.198.223 $ | +248.156 $ | +26,1 % | 1 | ||||||||
| 129.845.236 $ | +17.284.234 $ | +251,4 % | 9 | 108.013.609 $ | -23.054.731 $ | +192,5 % | 7 | 114.550.791 $ | +113.060.233 $ | +1.334,7 % | 9 | ||||