Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

account units book_value market_value unrealized_profit_pct
7605.97 USD
7605.97 USD
7605.97 USD
5024.25 USD
5024.25 USD
5024.25 USD
181 GLD
13003.05 USD
15249.25 USD
17.27
240 ITOT
21698.34 USD
26836.80 USD
23.68
103 VEA
16725.89 USD
22043.03 USD
31.79
178 VHT
14986.50 USD
16502.38 USD
10.11
17500.00 IRAUSD
17500.00 IRAUSD
17500.00 IRAUSD
-63 VACHR
-63 VACHR
-63 VACHR
-0.11 USD
-0.11 USD
-0.11 USD
339.460 RGAGX
89550.62 USD
165968.78 USD
85.34
373.023 VBMPX
59699.44 USD
90976.58 USD
52.39
-5066.98 USD
-5066.98 USD
-5066.98 USD