| Aktie | Ticker | Breite | GCS | 2026/Q2 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 230.000.930 $ | +211.268.041 $ | +1.087,8 % | 40 | ||||
| SCHWAB STRATEGIC TRUST | → 0 | 31.930.758 $ | +31.930.758 $ | 1 | |||
| WisdomTree Trust | → 0 | 23.852.495 $ | +23.852.495 $ | 1 | |||
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | → 0 | 22.907.976 $ | +22.907.976 $ | 1 | |||
| SPDR SERIES TRUST | → 0 | 22.747.827 $ | +22.747.827 $ | 1 | |||
| RBB FUND, INC. | → 0 | 21.038.873 $ | +21.038.873 $ | 1 | |||
| CIBC Private Wealth Group LLC | → 0 | 18.309.772 $ | +18.309.772 $ | 1 | |||
| VAUGHAN DAVID INVESTMENTS LLC/IL | → 0 | 11.912.370 $ | +11.912.370 $ | 1 | |||
| ISHARES TR | → 0 | 11.325.211 $ | +10.600.281 $ | +1.462,2 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 9.488.262 $ | +9.488.262 $ | 1 | |||
| VANGUARD GROUP INC | → 0 | 8.784.062 $ | +8.784.062 $ | 1 | |||
| Ancora Advisors LLC | → 0 | 7.982.345 $ | +7.982.345 $ | 1 | |||
| VANGUARD MUN BD FDS | → 0 | 6.478.750 $ | +6.274.752 $ | +3.075,9 % | 1 | ||
| iSHARES TRUST | → 0 | 5.821.954 $ | +5.821.954 $ | 1 | |||
| J.P. Morgan Exchange-Traded Fund Trust | → 0 | 5.464.192 $ | +5.464.192 $ | 1 | |||
| BlackRock Finance, Inc. | → 0 | 4.228.786 $ | +4.228.786 $ | 1 | |||
| SONATA CAPITAL GROUP INC | → 0 | 3.589.284 $ | +3.589.284 $ | 1 | |||
| UNITEDHEALTH GROUP INC | UNH | → 0 | Neutral | 2.490.039 $ | +2.490.039 $ | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 1.834.459 $ | +1.834.459 $ | 1 | |
| LOCKHEED MARTIN CORP | LMT | → 0 | Sehr stark | 1.344.974 $ | +1.344.974 $ | 1 | |
| AMAZON COM INC | AMZN | → 0 | Neutral | 978.862 $ | +978.862 $ | 1 | |
| FIDELITY MERRIMACK STR TR | → 0 | 724.930 $ | -5.753.820 $ | -88,8 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Neutral | 536.441 $ | +536.441 $ | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 535.657 $ | +535.657 $ | 1 | |
| EXXON MOBIL CORP | XOM | → 0 | Stark | 528.149 $ | +528.149 $ | 1 | |
| VANGUARD WORLD FUND | → 0 | 494.654 $ | +494.654 $ | 1 | |||
| Merck & Co., Inc. | MRK | → 0 | Sehr stark | 482.518 $ | +482.518 $ | 1 | |
| ELI LILLY & Co | LLY | → 0 | Neutral | 472.575 $ | +472.575 $ | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Stark | 431.365 $ | +431.365 $ | 1 | |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 395.308 $ | +395.308 $ | 1 | |
| Brookstone Capital Management | → 0 | 389.070 $ | +389.070 $ | 1 | |||
| Sequent Asset Management, LLC | → 0 | 337.572 $ | +337.572 $ | 1 | |||
| CATERPILLAR INC | CAT | → 0 | Sehr stark | 276.874 $ | +276.874 $ | 1 | |
| Fidelity Wise Origin Bitcoin Fund | FBTC | → 0 | 268.228 $ | +268.228 $ | 1 | ||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 266.061 $ | +266.061 $ | 1 | |
| MCDONALDS CORP | MCD | → 0 | Stark | 257.335 $ | +257.335 $ | 1 | |
| Meta Platforms, Inc. | META | → 0 | Neutral | 243.353 $ | +243.353 $ | 1 | |
| Broadcom Inc. | AVGO | → 0 | Neutral | 238.738 $ | +238.738 $ | 1 | |
| Walmart Inc. | WMT | → 0 | Stark | 206.246 $ | +206.246 $ | 1 | |
| INVESCO EXCH TRADED FD TR II | → 0 | 203.998 $ | +203.998 $ | 1 | |||
| MATTHEWS INTL FDS | → 0 | 200.607 $ | -11.124.604 $ | -98,2 % | 1 | ||
| 230.000.930 $ | +211.268.041 $ | +1.087,8 % | 40 | ||||