| 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 | ||||
| 93.391.981.427 $ | +33.738.413.094 $ | +14.228,2 % | 11 | 80.451.719.470 $ | +19.444.674.806 $ | +84.466.492,1 % | 8 | 68.444.419.125 $ | +23.058.989.987 $ | +11.913.097,0 % | 6 | ||||
| iSHARES TRUST | → 0 | 43.375.359.815 $ | -256.037.697 $ | -0,6 % | 1 | 43.631.397.512 $ | +3.933.185.299 $ | +9,9 % | 1 | 39.698.212.213 $ | +2.788.571.769 $ | +7,6 % | 1 | ||
| ISHARES TR | → 0 | 13.061.843.290 $ | +11.882.843.426 $ | +1.007,9 % | 1 | 11.453.974.504 $ | +11.453.972.618 $ | +607.315.621,3 % | 1 | 10.998.264.483 $ | +10.020.017.212 $ | +1.024,3 % | 1 | ||
| BlackRock Fund Advisors | → 0 | 9.495.271.911 $ | +492.386.364 $ | +5,5 % | 1 | 9.002.885.547 $ | +647.156.980 $ | +7,7 % | 1 | 8.355.728.567 $ | +882.001.845 $ | +11,8 % | 1 | ||
| SPDR SERIES TRUST | → 0 | 8.263.288.649 $ | +8.256.672.729 $ | +124.800,1 % | 1 | 4.619.673.179 $ | +4.594.350.837 $ | +18.143,5 % | 1 | 3.969.204.006 $ | +3.965.887.822 $ | +119.591,9 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 3.416.739.421 $ | +3.109.097.154 $ | +1.010,6 % | 1 | 3.305.193.099 $ | +3.276.405.537 $ | +11.381,3 % | 1 | 3.049.419.343 $ | +3.028.924.153 $ | +14.778,7 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 3.338.497.763 $ | +464.566.665 $ | +16,2 % | 1 | 2.873.931.098 $ | +1.428.917.328 $ | +98,9 % | 1 | ||||||
| ISHARES CORE | → 0 | 3.188.608.241 $ | +3.175.227.014 $ | +23.729,0 % | 1 | 2.612.377.596 $ | +2.612.373.776 $ | +68.386.748,1 % | 1 | 2.373.590.513 $ | +2.373.587.186 $ | +71.343.167,6 % | 1 | ||
| AVANTIS INTL | → 0 | 2.995.755.490 $ | +2.942.365.736 $ | +5.511,1 % | 1 | 2.952.286.935 $ | -8.501.687.569 $ | -74,2 % | 1 | ||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 2.142.841.691 $ | +1.180.548.412 $ | +122,7 % | 1 | ||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 2.097.667.456 $ | +1.316.603.779 $ | +168,6 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 2.016.107.700 $ | +1.174.139.512 $ | +139,5 % | 1 | ||||||||
| 93.391.981.427 $ | +33.738.413.094 $ | +14.228,2 % | 11 | 80.451.719.470 $ | +19.444.674.806 $ | +84.466.492,1 % | 8 | 68.444.419.125 $ | +23.058.989.987 $ | +11.913.097,0 % | 6 | ||||