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
3880.22 USD
3880.22 USD
3880.22 USD
2728.16 USD
2728.16 USD
2728.16 USD
165 GLD
11791.93 USD
11602.80 USD
-1.60
184 ITOT
15741.98 USD
18186.56 USD
15.53
76 VEA
10555.33 USD
14353.36 USD
35.98
230 VHT
19220.04 USD
21380.80 USD
11.24
5 VACHR
5 VACHR
5 VACHR
-0.18 USD
-0.18 USD
-0.18 USD
303.530 RGAGX
73800.08 USD
125333.61 USD
69.83
327.404 VBMPX
49200.08 USD
81032.49 USD
64.70
-4552.21 USD
-4552.21 USD
-4552.21 USD