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
268.22 4559.80 USD
5176.16 USD
13.52
104 ITOT
65.66 6828.88 USD
8415.68 USD
23.24
597.748 RGAGX
82.06 49049.67 USD
48387.70 USD
-1.35
-1485.82 USD
-1485.82 USD
-1485.82 USD
-18 VACHR
-18 VACHR
-18 VACHR
193.442 VBMPX
169.04 32700.35 USD
40949.74 USD
25.23
36 VEA
137.76 4959.50 USD
5140.80 USD
3.66
64 VHT
122.21 7821.27 USD
8442.24 USD
7.94