Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

account units book_value market_value unrealized_profit_pct
5503.65 USD
5503.65 USD
5503.65 USD
7299.55 USD
7299.55 USD
7299.55 USD
181 GLD
14817.26 USD
22608.71 USD
52.58
303 ITOT
29275.29 USD
36802.38 USD
25.71
129 VEA
23916.01 USD
30291.78 USD
26.66
161 VHT
15048.15 USD
21137.69 USD
40.47
15600.00 IRAUSD
15600.00 IRAUSD
15600.00 IRAUSD
-91 VACHR
-91 VACHR
-91 VACHR
-0.30 USD
-0.30 USD
-0.30 USD
376.575 RGAGX
107460.39 USD
198315.69 USD
84.55
420.368 VBMPX
71639.87 USD
107954.71 USD
50.69
-6133.80 USD
-6133.80 USD
-6133.80 USD