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
85 GLD
66.56 5657.78 USD
6475.30 USD
14.45
27 ITOT
179.75 4853.29 USD
5006.61 USD
3.16
716.198 RGAGX
68.49 49050.25 USD
50212.64 USD
2.37
6171.98 USD
6171.98 USD
6171.98 USD
-213 VACHR
-213 VACHR
-213 VACHR
567.602 VBMPX
57.61 32699.83 USD
36808.99 USD
12.57
27 VEA
199.34 5382.23 USD
6198.93 USD
15.17
27 VHT
100.31 2708.26 USD
3171.42 USD
17.10