| 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 | ||||
| 91.090.581 $ | +5.751.037 $ | +3.204,4 % | 8 | 91.952.368 $ | +68.606.928 $ | +40.748,2 % | 8 | 93.386.351 $ | +28.451.334 $ | +9.599,9 % | 9 | ||||
| SCHWAB STRATEGIC TR | → 0 | 64.800.692 $ | +64.032.423 $ | +8.334,6 % | 1 | 64.813.425 $ | +64.793.523 $ | +325.562,9 % | 1 | 64.338.581 $ | +63.762.144 $ | +11.061,4 % | 1 | ||
| Invesco Ltd. | IVZ | → 0 | Stark | 7.050.769 $ | -110 $ | -0,0 % | 1 | 7.050.879 $ | +304.906 $ | +4,5 % | 1 | 6.745.973 $ | +6.745.973 $ | 1 | |
| iSHARES TRUST | → 0 | 4.428.001 $ | -521.616 $ | -10,5 % | 1 | 4.949.617 $ | -49.455 $ | -1,0 % | 1 | 4.999.072 $ | +4.999.072 $ | 1 | |||
| ISHARES TR | → 0 | 3.484.009 $ | +3.464.107 $ | +17.405,8 % | 1 | 3.801.754 $ | +3.033.485 $ | +394,8 % | 1 | 3.645.750 $ | -60.692.831 $ | -94,3 % | 1 | ||
| SPDR SERIES TRUST | → 0 | 3.586.508 $ | -61.214.184 $ | -94,5 % | 1 | 3.586.508 $ | +142 $ | +0,0 % | 1 | 3.586.366 $ | +3.566.367 $ | +17.832,7 % | 1 | ||
| DF DENT & CO INC | → 0 | 3.082.986 $ | +0 $ | +0,0 % | 1 | 3.082.986 $ | +84.058 $ | +2,8 % | 1 | 2.998.928 $ | +2.998.928 $ | 1 | |||
| KEATING INVESTMENT COUNSELORS INC | → 0 | 2.844.751 $ | +2.844.751 $ | 1 | |||||||||||
| CFG Wealth Management Services, Inc. | → 0 | 2.475.456 $ | -5.008 $ | -0,2 % | 1 | 2.480.464 $ | +413.334 $ | +20,0 % | 1 | 2.067.130 $ | +2.067.130 $ | 1 | |||
| Invesco Exchange-Traded Fund Trust II | → 0 | 2.182.160 $ | -4.575 $ | -0,2 % | 1 | 2.186.735 $ | +26.935 $ | +1,2 % | 1 | 2.159.800 $ | +2.159.800 $ | 1 | |||
| 91.090.581 $ | +5.751.037 $ | +3.204,4 % | 8 | 91.952.368 $ | +68.606.928 $ | +40.748,2 % | 8 | 93.386.351 $ | +28.451.334 $ | +9.599,9 % | 9 | ||||