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
1009.40 USD
2.45
18 ITOT
58.86 1059.48 USD
1073.16 USD
1.29
196.821 RGAGX
82.31 16199.99 USD
15367.78 USD
-5.14
2600.63 USD
2600.63 USD
2600.63 USD
28 VACHR
28 VACHR
28 VACHR
74.956 VBMPX
144.09 10800.06 USD
11699.88 USD
8.33
8 VEA
132.93 1063.44 USD
1074.64 USD
1.05
9 VHT
113.91 1025.19 USD
1023.21 USD
-0.19