| Aktie | Ticker | Breite | GCS | 2026/Q2 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 82.785.869 $ | +67.104.728 $ | +1.917,0 % | 14 | ||||
| SCHWAB STRATEGIC TRUST | → 0 | 20.299.590 $ | +20.299.590 $ | 1 | |||
| VANGUARD TAX-MANAGED FDS | → 0 | 14.812.122 $ | +14.565.560 $ | +5.907,5 % | 1 | ||
| iSHARES TRUST | → 0 | 14.133.569 $ | +14.133.569 $ | 1 | |||
| BondBloxx ETF Trust | → 0 | 10.372.652 $ | +10.372.652 $ | 1 | |||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 8.026.732 $ | +8.026.732 $ | 1 | |||
| TRUIST FINANCIAL CORP | TFC | → 0 | Sehr stark | 5.009.604 $ | +5.009.604 $ | 1 | |
| COZAD ASSET MANAGEMENT INC | → 0 | 3.946.740 $ | +3.946.740 $ | 1 | |||
| VANGUARD WORLD FUND | → 0 | 3.342.145 $ | +3.342.145 $ | 1 | |||
| VANGUARD GROUP INC | → 0 | 762.201 $ | +762.201 $ | 1 | |||
| ISHARES INC | → 0 | 622.457 $ | +622.457 $ | 1 | |||
| VANGUARD WHITEHALL FDS INC | → 0 | 576.247 $ | -14.235.875 $ | -96,1 % | 1 | ||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 374.828 $ | +374.828 $ | 1 | ||
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | → 0 | 260.420 $ | +260.420 $ | 1 | |||
| ISHARES TR | → 0 | 246.562 $ | -375.895 $ | -60,4 % | 1 | ||
| 82.785.869 $ | +67.104.728 $ | +1.917,0 % | 14 | ||||