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
10 GLD
209.00 2090.00 USD
2014.00 USD
-3.64
13200.00 IRAUSD
13200.00 IRAUSD
13200.00 IRAUSD
18 ITOT
58.86 1059.48 USD
1127.16 USD
6.39
251.413 RGAGX
81.62 20519.85 USD
19720.84 USD
-3.89
6103.88 USD
6103.88 USD
6103.88 USD
83 VACHR
83 VACHR
83 VACHR
92.058 VBMPX
148.60 13680.18 USD
15603.83 USD
14.06
16 VEA
134.94 2159.12 USD
2188.48 USD
1.36
27 VHT
112.78 3044.97 USD
3105.27 USD
1.98