Huge Example file ▾Holdings

Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

account units book_value market_value unrealized_profit_pct
5098.11 USD
5098.11 USD
5098.11 USD
4092.96 USD
4092.96 USD
4092.96 USD
126 GLD
9494.90 USD
9036.72 USD
-4.83
122 ITOT
9716.65 USD
11450.92 USD
17.85
81 VEA
10783.64 USD
13110.66 USD
21.58
176 VHT
14248.29 USD
15840.00 USD
11.17
14600.00 IRAUSD
14600.00 IRAUSD
14600.00 IRAUSD
71 VACHR
71 VACHR
71 VACHR
0.05 USD
0.05 USD
0.05 USD
268.275 RGAGX
60660.19 USD
97904.28 USD
61.40
286.461 VBMPX
40439.75 USD
58810.44 USD
45.43
-3710.98 USD
-3710.98 USD
-3710.98 USD