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
4061.47 USD
11.02
45 ITOT
62.24 2801.01 USD
2955.15 USD
5.50
394.750 RGAGX
82.08 32399.63 USD
31753.69 USD
-1.99
2024.58 USD
2024.58 USD
2024.58 USD
104 VACHR
104 VACHR
104 VACHR
136.632 VBMPX
158.09 21600.31 USD
24988.63 USD
15.69
36 VEA
137.76 4959.50 USD
5366.16 USD
8.20
39 VHT
118.30 4613.89 USD
4639.05 USD
0.55