| 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 | ||||
| 46.050.194 $ | +7.750.961 $ | +16,6 % | 17 | 38.299.233 $ | +5.181.749 $ | +33,6 % | 13 | 33.321.374 $ | +33.321.374 $ | 13 | |||||
| Capital Group Dividend Value ETF | → 0 | 20.182.522 $ | +3.313.470 $ | +19,6 % | 1 | 16.869.052 $ | +994.974 $ | +6,3 % | 1 | 15.874.078 $ | +15.874.078 $ | 1 | |||
| FIRST TRUST PORTFOLIOS LP | → 0 | 13.532.910 $ | +1.636.420 $ | +13,8 % | 1 | 11.896.490 $ | +1.508.664 $ | +14,5 % | 1 | 10.387.826 $ | +10.387.826 $ | 1 | |||
| SCHWAB STRATEGIC TRUST | → 0 | 2.793.345 $ | +859.983 $ | +44,5 % | 1 | 1.933.362 $ | +1.397.814 $ | +261,0 % | 1 | 535.548 $ | +535.548 $ | 1 | |||
| COZAD ASSET MANAGEMENT INC | → 0 | 1.792.158 $ | +177.563 $ | +11,0 % | 1 | 1.614.595 $ | +752.872 $ | +87,4 % | 1 | 861.723 $ | +861.723 $ | 1 | |||
| J.P. Morgan Exchange-Traded Fund Trust | → 0 | 1.647.195 $ | +364.506 $ | +28,4 % | 1 | 1.282.689 $ | +529.467 $ | +70,3 % | 1 | 753.222 $ | +753.222 $ | 1 | |||
| Apple Inc. | AAPL | → 0 | Neutral | 1.580.195 $ | +107.959 $ | +7,3 % | 1 | 1.472.236 $ | -104.824 $ | -6,6 % | 1 | 1.577.060 $ | +1.577.060 $ | 1 | |
| VANGUARD STAR FDS | → 0 | 1.369.037 $ | +122.245 $ | +9,8 % | 1 | 1.246.792 $ | +27.003 $ | +2,2 % | 1 | 1.219.789 $ | +1.219.789 $ | 1 | |||
| VISA INC. | V | → 0 | Neutral | 596.634 $ | +71.039 $ | +13,5 % | 1 | 525.595 $ | -84.290 $ | -13,8 % | 1 | 609.885 $ | +609.885 $ | 1 | |
| SEMPRA | SRE | → 0 | Sehr stark | 377.886 $ | -18.179 $ | -4,6 % | 1 | 396.065 $ | +36.195 $ | +10,1 % | 1 | 359.870 $ | +359.870 $ | 1 | |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 344.769 $ | +14.600 $ | +4,4 % | 1 | 330.169 $ | -16.157 $ | -4,7 % | 1 | 346.326 $ | +346.326 $ | 1 | |
| Capital Group International Focus Equity ETF | → 0 | 334.533 $ | +49.571 $ | +17,4 % | 1 | 284.962 $ | -580 $ | -0,2 % | 1 | 285.542 $ | +285.542 $ | 1 | |||
| CATERPILLAR INC | CAT | → 0 | Sehr stark | 319.470 $ | +106.932 $ | +50,3 % | 1 | 212.538 $ | +212.538 $ | 1 | |||||
| Ancora Advisors LLC | → 0 | 313.136 $ | +313.136 $ | 1 | |||||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 236.495 $ | +1.807 $ | +0,8 % | 1 | 234.688 $ | -71.927 $ | -23,5 % | 1 | 306.615 $ | +306.615 $ | 1 | |
| AbbVie Inc. | ABBV | → 0 | Neutral | 216.914 $ | +216.914 $ | 1 | |||||||||
| FIFTH THIRD BANCORP | FITB | → 0 | Stark | 210.204 $ | +210.204 $ | 1 | |||||||||
| INTUITIVE SURGICAL INC | ISRG | → 0 | Neutral | 203.890 $ | +203.890 $ | 1 | |||||||||
| HOME DEPOT, INC. | HD | → 0 | Stark | 202.791 $ | +202.791 $ | 1 | |||||||||
| 46.050.194 $ | +7.750.961 $ | +16,6 % | 17 | 38.299.233 $ | +5.181.749 $ | +33,6 % | 13 | 33.321.374 $ | +33.321.374 $ | 13 | |||||