| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 23.888.535.910 $ | +2.993.561.888 $ | +46.515,8 % | 10 | 22.402.893.076 $ | +7.845.319.020 $ | +258.712,1 % | 9 | 16.041.613.884 $ | +5.437.932.711 $ | +204,0 % | 6 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 3.781.850.672 $ | +193.938.429 $ | +5,4 % | 1 | 3.587.912.243 $ | -17.649.853 $ | -0,5 % | 1 | 3.605.562.096 $ | +880.781.014 $ | +32,3 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 2.591.431.036 $ | -847.986.334 $ | -24,7 % | 1 | 3.439.417.370 $ | -27.687.672 $ | -0,8 % | 1 | 3.467.105.042 $ | +208.232.919 $ | +6,4 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 3.103.458.440 $ | +2.802.117.647 $ | +929,9 % | 1 | 3.130.338.540 $ | +3.130.137.450 $ | +1.556.585,3 % | 1 | 3.033.206.590 $ | +2.770.581.070 $ | +1.055,0 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 2.880.129.936 $ | +256.039.870 $ | +9,8 % | 1 | 2.624.090.066 $ | +756.190.216 $ | +40,5 % | 1 | 1.867.899.850 $ | +847.318.936 $ | +83,0 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 2.855.293.391 $ | +291.046.499 $ | +11,4 % | 1 | 2.564.246.892 $ | +303.394.356 $ | +13,4 % | 1 | 2.260.852.536 $ | +723.219.791 $ | +47,0 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 2.185.340.920 $ | -11.656.971 $ | -0,5 % | 1 | 2.196.997.891 $ | +390.010.121 $ | +21,6 % | 1 | 1.806.987.770 $ | +7.798.981 $ | +0,4 % | 1 |
| iSHARES TRUST | → 0 | 1.698.112.505 $ | +44.637.818 $ | +2,7 % | 1 | 1.653.474.687 $ | +105.738.590 $ | +6,8 % | 1 | ||||||
| SEI EXCHANGE TRADED FUNDS | → 0 | 1.637.285.590 $ | +1.636.933.002 $ | +464.262,3 % | 1 | 1.602.859.562 $ | +1.602.594.962 $ | +605.667,0 % | 1 | ||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 1.584.830.041 $ | -1.518.628.399 $ | -48,9 % | 1 | 1.603.555.825 $ | +1.602.590.850 $ | +166.075,9 % | 1 | ||||||
| Broadcom Inc. | AVGO | → 0 | Stark | 1.570.803.379 $ | +147.120.327 $ | +10,3 % | 1 | ||||||||
| 23.888.535.910 $ | +2.993.561.888 $ | +46.515,8 % | 10 | 22.402.893.076 $ | +7.845.319.020 $ | +258.712,1 % | 9 | 16.041.613.884 $ | +5.437.932.711 $ | +204,0 % | 6 | ||||