Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

account units book_value market_value unrealized_profit_pct
4767.32 USD
4767.32 USD
4767.32 USD
516.01 USD
516.01 USD
516.01 USD
12 GLD
2501.56 USD
2577.24 USD
3.03
26 ITOT
1557.08 USD
1660.36 USD
6.63
19 VEA
2563.01 USD
2572.79 USD
0.38
13 VHT
1497.31 USD
1520.09 USD
1.52
6000.00 IRAUSD
6000.00 IRAUSD
6000.00 IRAUSD
49 VACHR
49 VACHR
49 VACHR
-0.02 USD
-0.02 USD
-0.02 USD
330.964 RGAGX
26999.68 USD
28095.53 USD
4.06
116.708 VBMPX
18000.34 USD
20805.54 USD
15.58
-1246.93 USD
-1246.93 USD
-1246.93 USD