| Aktie | Ticker | Breite | GCS | 2026/Q2 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 97.606.708 $ | +89.781.505 $ | +56,4 % | 30 | ||||
| iSHARES TRUST | → 0 | 44.898.542 $ | +44.898.542 $ | 1 | |||
| VANGUARD GROUP INC | → 0 | 21.716.424 $ | +21.716.424 $ | 1 | |||
| ISHARES TR | → 0 | 7.477.048 $ | +2.707.899 $ | +56,8 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 4.769.149 $ | +1.713.095 $ | +56,1 % | 1 | ||
| ISHARES SP 500/BARRA GROWTH I | → 0 | 3.056.054 $ | +3.056.054 $ | 1 | |||
| Apple Inc. | AAPL | → 0 | Neutral | 2.880.081 $ | +2.880.081 $ | 1 | |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 1.825.189 $ | +1.825.189 $ | 1 | |
| JPMORGAN CHASE & CO | JPM | → 0 | Stark | 1.341.071 $ | +1.341.071 $ | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 1.252.040 $ | +1.252.040 $ | 1 | |
| VANGUARD WORLD FUND | → 0 | 906.200 $ | +906.200 $ | 1 | |||
| NVIDIA CORP | NVDA | → 0 | Neutral | 819.200 $ | +819.200 $ | 1 | |
| Merck & Co., Inc. | MRK | → 0 | Stark | 700.968 $ | +700.968 $ | 1 | |
| CANADIAN PACIFIC KANSAS CITY LTD/CN | CP | → 0 | Neutral | 595.979 $ | +595.979 $ | 1 | |
| SELECTIVE INSURANCE GROUP INC | SIGI | → 0 | Stark | 552.375 $ | +552.375 $ | 1 | |
| MCKESSON CORP | MCK | → 0 | Neutral | 478.295 $ | +478.295 $ | 1 | |
| CATERPILLAR INC | CAT | → 0 | Sehr stark | 472.816 $ | +472.816 $ | 1 | |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | → 0 | Sehr schwach | 404.099 $ | +404.099 $ | 1 | |
| ADVISORS MANAGEMENT GROUP INC /ADV | → 0 | 376.816 $ | +376.816 $ | 1 | |||
| JOHNSON & JOHNSON | JNJ | → 0 | Neutral | 367.495 $ | +367.495 $ | 1 | |
| VALERO ENERGY CORP/TX | VLO | → 0 | Stark | 323.466 $ | +323.466 $ | 1 | |
| Aon plc | AON | → 0 | Neutral | 322.071 $ | +322.071 $ | 1 | |
| D L CARLSON INVESTMENT GROUP INC | → 0 | 298.632 $ | +298.632 $ | 1 | |||
| CONSOLIDATED EDISON INC | ED | → 0 | Stark | 290.788 $ | +290.788 $ | 1 | |
| EXXON MOBIL CORP | XOM | → 0 | Stark | 289.436 $ | +289.436 $ | 1 | |
| AMERICAN EXPRESS CO | AXP | → 0 | Stark | 276.350 $ | +276.350 $ | 1 | |
| LABCORP HOLDINGS INC. | LH | → 0 | Schwach | 244.720 $ | +244.720 $ | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 222.598 $ | +222.598 $ | 1 | |
| ORACLE CORP | ORCL | → 0 | Stark | 221.584 $ | +221.584 $ | 1 | |
| Walmart Inc. | WMT | → 0 | Stark | 212.460 $ | +212.460 $ | 1 | |
| Nano-X Imaging Ltd. | NNOX | → 0 | Neutral | 14.762 $ | +14.762 $ | 1 | |
| 97.606.708 $ | +89.781.505 $ | +56,4 % | 30 | ||||