Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

units average_cost book_value market_value unrealized_profit_pct
5 GLD
197.06 985.30 USD
1014.10 USD
2.92
18 ITOT
58.86 1059.48 USD
1081.08 USD
2.04
196.821 RGAGX
82.31 16199.99 USD
15151.28 USD
-6.47
2439.10 USD
2439.10 USD
2439.10 USD
33 VACHR
33 VACHR
33 VACHR
74.956 VBMPX
144.09 10800.06 USD
11585.95 USD
7.28
8 VEA
132.93 1063.44 USD
1086.24 USD
2.14
9 VHT
113.91 1025.19 USD
1020.24 USD
-0.48