| 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 | ||||
| 60.709.055 $ | +86.412 $ | +6,4 % | 7 | 60.622.643 $ | -5.598.750 $ | -9,1 % | 7 | 66.221.393 $ | +66.221.393 $ | 7 | |||||
| World Gold Trust | GLDM | → 0 | 16.648.480 $ | -3.711.229 $ | -18,2 % | 1 | 20.359.709 $ | -1.422.991 $ | -6,5 % | 1 | 21.782.700 $ | +21.782.700 $ | 1 | ||
| VANGUARD WORLD FUND | → 0 | 13.112.400 $ | +3.225.708 $ | +32,6 % | 1 | 9.886.692 $ | -496.628 $ | -4,8 % | 1 | 10.383.320 $ | +10.383.320 $ | 1 | |||
| VANGUARD GROUP INC | → 0 | 9.042.248 $ | -1.490.909 $ | -14,2 % | 1 | 10.533.157 $ | -1.075.237 $ | -9,3 % | 1 | 11.608.394 $ | +11.608.394 $ | 1 | |||
| COZAD ASSET MANAGEMENT INC | → 0 | 5.904.918 $ | +536.888 $ | +10,0 % | 1 | 5.368.030 $ | -2.239.661 $ | -29,4 % | 1 | 7.607.691 $ | +7.607.691 $ | 1 | |||
| VANGUARD TAX-MANAGED FDS | → 0 | 7.553.569 $ | +561.608 $ | +8,0 % | 1 | 6.991.961 $ | -561.162 $ | -7,4 % | 1 | 7.553.123 $ | +7.553.123 $ | 1 | |||
| FIDELITY COVINGTON TRUST | → 0 | 6.402.822 $ | +713.008 $ | +12,5 % | 1 | 5.689.814 $ | +586.685 $ | +11,5 % | 1 | 5.103.129 $ | +5.103.129 $ | 1 | |||
| Apple Inc. | AAPL | → 0 | Neutral | 2.044.618 $ | +251.338 $ | +14,0 % | 1 | 1.793.280 $ | -389.756 $ | -17,9 % | 1 | 2.183.036 $ | +2.183.036 $ | 1 | |
| 60.709.055 $ | +86.412 $ | +6,4 % | 7 | 60.622.643 $ | -5.598.750 $ | -9,1 % | 7 | 66.221.393 $ | +66.221.393 $ | 7 | |||||