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
6478.70 USD
14.51
27 ITOT
179.75 4853.29 USD
5002.29 USD
3.07
716.198 RGAGX
68.49 49050.25 USD
48128.51 USD
-1.88
3683.57 USD
3683.57 USD
3683.57 USD
-218 VACHR
-218 VACHR
-218 VACHR
567.602 VBMPX
57.61 32699.83 USD
36303.82 USD
11.02
27 VEA
199.34 5382.23 USD
6244.02 USD
16.01
27 VHT
100.31 2708.26 USD
3195.18 USD
17.98