| 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 | ||||
| 83.075.082 $ | +11.501.538 $ | +16,7 % | 4 | 71.573.544 $ | +1.818.387 $ | +3,8 % | 4 | 69.755.157 $ | +69.755.157 $ | 4 | |||||
| iSHARES TRUST | → 0 | 31.406.522 $ | +6.350.683 $ | +25,3 % | 1 | 25.055.839 $ | +1.179.735 $ | +4,9 % | 1 | 23.876.104 $ | +23.876.104 $ | 1 | |||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 22.465.500 $ | +921.300 $ | +4,3 % | 1 | 21.544.200 $ | -1.099.800 $ | -4,9 % | 1 | 22.644.000 $ | +22.644.000 $ | 1 | |
| VANGUARD TAX-MANAGED FDS | → 0 | 19.497.615 $ | +2.410.635 $ | +14,1 % | 1 | 17.086.980 $ | +1.148.788 $ | +7,2 % | 1 | 15.938.192 $ | +15.938.192 $ | 1 | |||
| BlackRock Finance, Inc. | → 0 | 9.705.445 $ | +1.818.920 $ | +23,1 % | 1 | 7.886.525 $ | +589.664 $ | +8,1 % | 1 | 7.296.861 $ | +7.296.861 $ | 1 | |||
| 83.075.082 $ | +11.501.538 $ | +16,7 % | 4 | 71.573.544 $ | +1.818.387 $ | +3,8 % | 4 | 69.755.157 $ | +69.755.157 $ | 4 | |||||