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
1021.15 USD
3.64
18 ITOT
58.86 1059.48 USD
1107.72 USD
4.55
196.821 RGAGX
82.31 16199.99 USD
15269.37 USD
-5.74
4524.35 USD
4524.35 USD
4524.35 USD
38 VACHR
38 VACHR
38 VACHR
74.956 VBMPX
144.09 10800.06 USD
11808.57 USD
9.34
8 VEA
132.93 1063.44 USD
1096.08 USD
3.07
9 VHT
113.91 1025.19 USD
1019.88 USD
-0.52