| 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 | ||||
| 304.037.529 $ | +51.193.063 $ | +529,1 % | 7 | 315.690.740 $ | +5.136.535 $ | +564,1 % | 8 | 313.853.296 $ | +74.358.056 $ | +765,6 % | 10 | ||||
| iSHARES TRUST | → 0 | 125.617.203 $ | -11.680.870 $ | -8,5 % | 1 | 137.298.073 $ | +1.433.428 $ | +1,1 % | 1 | 135.864.645 $ | +14.403.308 $ | +11,9 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 65.755.927 $ | +9.500.366 $ | +16,9 % | 1 | 64.640.778 $ | +11.667.385 $ | +22,0 % | 1 | 63.313.033 $ | +61.872.343 $ | +4.294,6 % | 1 | ||
| ISHARES TR | → 0 | 56.255.561 $ | +54.759.504 $ | +3.660,3 % | 1 | 53.454.422 $ | +52.308.007 $ | +4.562,7 % | 1 | 52.973.393 $ | +50.943.511 $ | +2.509,7 % | 1 | ||
| BlackRock Fund Advisors | → 0 | 48.337.552 $ | -930.033 $ | -1,9 % | 1 | 49.267.585 $ | +1.702.851 $ | +3,6 % | 1 | 47.564.734 $ | +5.787.340 $ | +13,9 % | 1 | ||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 3.590.700 $ | -466.292 $ | -11,5 % | 1 | 4.056.992 $ | -50.844 $ | -1,2 % | 1 | 4.107.836 $ | +98.537 $ | +2,5 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 2.509.069 $ | -820.684 $ | -24,6 % | 1 | 3.329.753 $ | +943.472 $ | +39,5 % | 1 | 2.386.281 $ | +561.635 $ | +30,8 % | 1 |
| VANGUARD MUN BD FDS | → 0 | 2.116.262 $ | -61.196.771 $ | -96,7 % | 1 | ||||||||||
| VANGUARD SPECIALIZED FUNDS | → 0 | 1.971.517 $ | +831.072 $ | +72,9 % | 1 | 2.112.515 $ | -62.528.263 $ | -96,7 % | 1 | 2.029.882 $ | +1.823.960 $ | +885,8 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 1.530.622 $ | -339.501 $ | -18,2 % | 1 | 1.870.123 $ | +130.897 $ | +7,5 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 1.627.107 $ | -66.704 $ | -3,9 % | 1 | ||||||||
| 304.037.529 $ | +51.193.063 $ | +529,1 % | 7 | 315.690.740 $ | +5.136.535 $ | +564,1 % | 8 | 313.853.296 $ | +74.358.056 $ | +765,6 % | 10 | ||||