| Aktie | Ticker | Breite | GCS | 2026/Q1 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 25.093.735 $ | +23.988.472 $ | +229,6 % | 23 | ||||
| VANGUARD GROUP INC | → 0 | 6.929.345 $ | +6.929.345 $ | 1 | |||
| iSHARES TRUST | → 0 | 4.369.395 $ | +4.369.395 $ | 1 | |||
| BlackRock Fund Advisors | → 0 | 3.174.291 $ | +3.174.291 $ | 1 | |||
| ISHARES TR | → 0 | 1.994.491 $ | +1.713.949 $ | +610,9 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 1.294.678 $ | +1.294.678 $ | 1 | |||
| Ancora Advisors LLC | → 0 | 1.159.983 $ | +1.159.983 $ | 1 | |||
| SPDR SERIES TRUST | → 0 | 779.562 $ | +779.562 $ | 1 | |||
| NVIDIA CORP | NVDA | → 0 | Neutral | 676.149 $ | +676.149 $ | 1 | |
| VANGUARD MUN BD FDS | → 0 | 573.921 $ | +323.121 $ | +128,8 % | 1 | ||
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | → 0 | 513.107 $ | +513.107 $ | 1 | |||
| Apple Inc. | AAPL | → 0 | Neutral | 486.515 $ | +486.515 $ | 1 | |
| CATERPILLAR INC | CAT | → 0 | Sehr stark | 481.753 $ | +481.753 $ | 1 | |
| J.P. Morgan Exchange-Traded Fund Trust | → 0 | 351.680 $ | +351.680 $ | 1 | |||
| FIRST TRUST EXCHANGE-TRADED FUND VIII | → 0 | 316.801 $ | +316.801 $ | 1 | |||
| VANGUARD TAX-MANAGED FDS | → 0 | 280.542 $ | -293.379 $ | -51,1 % | 1 | ||
| VANGUARD WORLD FUND | → 0 | 278.528 $ | +278.528 $ | 1 | |||
| KCM INVESTMENT ADVISORS LLC | → 0 | 268.713 $ | +268.713 $ | 1 | |||
| FIRST TRUST | → 0 | 250.800 $ | +250.800 $ | 1 | |||
| Fidelity Wise Origin Bitcoin Fund | FBTC | → 0 | 239.306 $ | +239.306 $ | 1 | ||
| FIRST FOUNDATION ADVISORS | → 0 | 223.999 $ | +223.999 $ | 1 | |||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 218.994 $ | +218.994 $ | 1 | |
| BLACKROCK MUNIHOLDINGS FUND, INC. | MHD | → 0 | 146.527 $ | +146.527 $ | 1 | ||
| FS Credit Opportunities Corp. | FSCO | → 0 | 84.655 $ | +84.655 $ | 1 | ||
| 25.093.735 $ | +23.988.472 $ | +229,6 % | 23 | ||||