| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 1.785.193.406 $ | +840.870.376 $ | +8.806,9 % | 6 | 1.630.295.441 $ | +629.590.559 $ | +1.658.284,4 % | 6 | 1.807.875.832 $ | +719.901.301 $ | +267.730,5 % | 7 | 1.624.889.119 $ | +438.452.450 $ | +1.956.447,3 % | 6 | ||||
| ISHARES TR | → 0 | 506.568.725 $ | +505.533.986 $ | +48.856,2 % | 1 | 431.153.592 $ | +431.149.257 $ | +9.945.772,9 % | 1 | 417.511.465 $ | +417.485.749 $ | +1.623.447,5 % | 1 | 381.607.482 $ | +381.604.219 $ | +11.694.888,7 % | 1 | ||
| iSHARES TRUST | → 0 | 451.417.588 $ | +40.796.944 $ | +9,9 % | 1 | 410.620.644 $ | -13.472.373 $ | -3,2 % | 1 | 424.093.017 $ | +30.992.486 $ | +7,9 % | 1 | 393.100.531 $ | -88.496.269 $ | -18,4 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 284.980.264 $ | +277.951.069 $ | +3.954,2 % | 1 | 262.882.753 $ | +256.411.987 $ | +3.962,6 % | 1 | 258.802.466 $ | +258.699.247 $ | +250.631,4 % | 1 | 243.448.908 $ | +242.895.042 $ | +43.854,5 % | 1 | ||
| COMCAST CORP | CMCSA | → 0 | Neutral | 197.592.393 $ | -30.919.110 $ | -13,5 % | 1 | 228.511.503 $ | -10.741.059 $ | -4,5 % | 1 | 239.252.562 $ | -18.030.139 $ | -7,0 % | 1 | 257.282.701 $ | -37.323.830 $ | -12,7 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 217.887.212 $ | +25.182.942 $ | +13,1 % | 1 | 192.704.270 $ | -17.660.182 $ | -8,4 % | 1 | 210.364.452 $ | +10.367.355 $ | +5,2 % | 1 | 199.997.097 $ | +1.811.189 $ | +0,9 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 137.332.120 $ | -12.120.280 $ | -8,1 % | 1 | 149.452.400 $ | -62.037.901 $ | -29,3 % | 1 | ||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 126.747.224 $ | +22.324.545 $ | +21,4 % | 1 | 104.422.679 $ | -16.097.071 $ | -13,4 % | 1 | 120.519.750 $ | +32.506.883 $ | +36,9 % | 1 | ||||
| 1.785.193.406 $ | +840.870.376 $ | +8.806,9 % | 6 | 1.630.295.441 $ | +629.590.559 $ | +1.658.284,4 % | 6 | 1.807.875.832 $ | +719.901.301 $ | +267.730,5 % | 7 | 1.624.889.119 $ | +438.452.450 $ | +1.956.447,3 % | 6 | ||||