Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

account units book_value market_value unrealized_profit_pct
3900.28 USD
3900.28 USD
3900.28 USD
645.71 USD
645.71 USD
645.71 USD
9 GLD
2126.44 USD
2547.18 USD
19.79
104 ITOT
6828.88 USD
7920.64 USD
15.99
40 VEA
5553.86 USD
5872.00 USD
5.73
45 VHT
5307.19 USD
5265.45 USD
-0.79
11300.00 IRAUSD
11300.00 IRAUSD
11300.00 IRAUSD
55 VACHR
55 VACHR
55 VACHR
-0.05 USD
-0.05 USD
-0.05 USD
474.627 RGAGX
38879.71 USD
38515.98 USD
-0.94
160.041 VBMPX
25920.35 USD
30418.99 USD
17.36
-1897.86 USD
-1897.86 USD
-1897.86 USD