| 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 | ||||
| 91.381.108 $ | +11.866.991 $ | +117,9 % | 9 | 79.848.594 $ | +1.442.813 $ | +131,7 % | 8 | 78.563.889 $ | +25.133.673 $ | +1.161,6 % | 8 | ||||
| SCHWAB STRATEGIC TR | → 0 | 45.453.983 $ | +41.102.889 $ | +944,7 % | 1 | 43.826.792 $ | +39.557.303 $ | +926,5 % | 1 | 43.282.228 $ | +42.128.626 $ | +3.651,9 % | 1 | ||
| iSHARES TRUST | → 0 | 12.489.484 $ | +492.572 $ | +4,1 % | 1 | 11.996.912 $ | -11.884 $ | -0,1 % | 1 | 12.008.796 $ | +12.008.796 $ | 1 | |||
| SCHWAB US | → 0 | 10.360.612 $ | -35.093.371 $ | -77,2 % | 1 | 9.454.675 $ | -34.372.117 $ | -78,4 % | 1 | 8.994.386 $ | +8.994.386 $ | 1 | |||
| SPDR SERIES TRUST | → 0 | 6.365.654 $ | +1.047.023 $ | +19,7 % | 1 | 5.318.631 $ | +305.913 $ | +6,1 % | 1 | 5.012.718 $ | +5.012.718 $ | 1 | |||
| ISHARES TR | → 0 | 4.502.203 $ | +2.216.040 $ | +96,9 % | 1 | 4.096.817 $ | +2.903.698 $ | +243,4 % | 1 | 4.269.489 $ | -39.012.739 $ | -90,1 % | 1 | ||
| VANGUARD MUNICIPAL | → 0 | 4.351.094 $ | -151.109 $ | -3,4 % | 1 | ||||||||||
| EagleRock Land, LLC | EROK | → 0 | 4.022.646 $ | +4.022.646 $ | 1 | ||||||||||
| VANGUARD WHITEHALL FDS | → 0 | 2.286.163 $ | -1.810.654 $ | -44,2 % | 1 | 2.157.187 $ | -7.297.488 $ | -77,2 % | 1 | 2.062.242 $ | -6.932.144 $ | -77,1 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 1.549.269 $ | +40.955 $ | +2,7 % | 1 | 1.508.314 $ | -34.831 $ | -2,3 % | 1 | 1.543.145 $ | +1.543.145 $ | 1 | |||
| CHEVRON CORP | CVX | → 0 | Stark | 1.489.266 $ | +392.219 $ | +35,8 % | 1 | ||||||||
| Capital Investment Services of America, Inc. | → 0 | 1.390.885 $ | +1.390.885 $ | 1 | |||||||||||
| 91.381.108 $ | +11.866.991 $ | +117,9 % | 9 | 79.848.594 $ | +1.442.813 $ | +131,7 % | 8 | 78.563.889 $ | +25.133.673 $ | +1.161,6 % | 8 | ||||