Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

account units book_value market_value unrealized_profit_pct
4347.87 USD
4347.87 USD
4347.87 USD
8392.11 USD
8392.11 USD
8392.11 USD
187 GLD
15567.50 USD
26353.91 USD
69.29
309 ITOT
30003.75 USD
40417.20 USD
34.71
132 VEA
24627.61 USD
32083.92 USD
30.28
140 VHT
13349.88 USD
18569.60 USD
39.10
4800.00 IRAUSD
4800.00 IRAUSD
4800.00 IRAUSD
-198 VACHR
-198 VACHR
-198 VACHR
-0.29 USD
-0.29 USD
-0.29 USD
394.320 RGAGX
117180.47 USD
223756.88 USD
90.95
444.555 VBMPX
78119.79 USD
117575.91 USD
50.51
-7617.26 USD
-7617.26 USD
-7617.26 USD