| Aktie | Ticker | Breite | GCS | 2025/Q3 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 122.925.263 $ | +10.734.662 $ | +13,4 % | 28 | ||||
| VANGUARD GROUP INC | → 0 | 33.797.347 $ | +4.299.827 $ | +14,6 % | 1 | ||
| Dimensional ETF Trust | → 0 | 30.149.284 $ | +1.569.472 $ | +5,5 % | 1 | ||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 21.033.820 $ | +1.062.181 $ | +5,3 % | 1 |
| iSHARES TRUST | → 0 | 8.458.559 $ | +479.977 $ | +6,0 % | 1 | ||
| SCHWAB STRATEGIC TRUST | → 0 | 8.307.878 $ | +746.244 $ | +9,9 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 7.526.623 $ | +375.160 $ | +5,2 % | 1 | ||
| REALTY INCOME CORP | O | → 0 | Stark | 1.852.071 $ | +75.129 $ | +4,2 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 1.772.132 $ | +190.130 $ | +12,0 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 1.644.303 $ | +401.485 $ | +32,3 % | 1 |
| SPDR SERIES TRUST | → 0 | 1.245.001 $ | +127.501 $ | +11,4 % | 1 | ||
| EXXON MOBIL CORP | XOM | → 0 | Stark | 869.803 $ | +38.468 $ | +4,6 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 601.271 $ | +95.302 $ | +18,8 % | 1 |
| VANGUARD WELLINGTON FUND | → 0 | 525.372 $ | +310.138 $ | +144,1 % | 1 | ||
| SOUTHERN CO | SO | → 0 | Neutral | 510.810 $ | +15.846 $ | +3,2 % | 1 |
| SABINE ROYALTY TRUST | SBR | → 0 | 475.270 $ | +475.270 $ | 1 | ||
| PROCTER & GAMBLE Co | PG | → 0 | Neutral | 474.779 $ | -17.520 $ | -3,6 % | 1 |
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 462.139 $ | +37.353 $ | +8,8 % | 1 | |
| HOME DEPOT, INC. | HD | → 0 | Neutral | 391.414 $ | +37.240 $ | +10,5 % | 1 |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | → 0 | 378.967 $ | +19.248 $ | +5,4 % | 1 | |
| COCA COLA CO | KO | → 0 | Stark | 351.496 $ | -23.479 $ | -6,3 % | 1 |
| LOCKHEED MARTIN CORP | LMT | → 0 | Sehr stark | 305.517 $ | +22.075 $ | +7,8 % | 1 |
| BANK OF AMERICA CORP /DE/ | BAC | → 0 | Neutral | 288.904 $ | +288.904 $ | 1 | |
| iShares, Inc. | → 0 | 284.450 $ | +3.202 $ | +1,1 % | 1 | ||
| NORFOLK SOUTHERN CORP | NSC | → 0 | Stark | 265.562 $ | +39.285 $ | +17,4 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 243.176 $ | +16.826 $ | +7,4 % | 1 | ||
| AMGEN INC | AMGN | → 0 | Neutral | 242.128 $ | +30.487 $ | +14,4 % | 1 |
| Walmart Inc. | WMT | → 0 | Stark | 234.049 $ | +11.991 $ | +5,4 % | 1 |
| WisdomTree, Inc. | WT | → 0 | Stark | 233.138 $ | +6.920 $ | +3,1 % | 1 |
| 122.925.263 $ | +10.734.662 $ | +13,4 % | 28 | ||||