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
17 GLD
215.20 3658.46 USD
3960.15 USD
8.25
45 ITOT
62.24 2801.01 USD
2934.45 USD
4.76
394.750 RGAGX
82.08 32399.63 USD
31631.32 USD
-2.37
154.34 USD
154.34 USD
154.34 USD
94 VACHR
94 VACHR
94 VACHR
136.632 VBMPX
158.09 21600.31 USD
24957.20 USD
15.54
36 VEA
137.76 4959.50 USD
5184.72 USD
4.54
39 VHT
118.30 4613.89 USD
4638.66 USD
0.54