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
4617.63 USD
4617.63 USD
4617.63 USD
1874.86 USD
1874.86 USD
1874.86 USD
126 GLD
9494.90 USD
9019.08 USD
-5.01
145 ITOT
11925.80 USD
13906.95 USD
16.61
81 VEA
10783.64 USD
13578.03 USD
25.91
176 VHT
14248.29 USD
15901.60 USD
11.60
12200.00 IRAUSD
12200.00 IRAUSD
12200.00 IRAUSD
81 VACHR
81 VACHR
81 VACHR
274.021 RGAGX
62820.02 USD
102752.39 USD
63.57
293.154 VBMPX
41879.99 USD
63139.51 USD
50.76
-3630.10 USD
-3630.10 USD
-3630.10 USD