Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

account units book_value market_value unrealized_profit_pct
6325.10 USD
6325.10 USD
6325.10 USD
1184.45 USD
1184.45 USD
1184.45 USD
184 GLD
13055.90 USD
14131.20 USD
8.24
79 ITOT
5756.51 USD
6534.88 USD
13.52
89 VEA
10778.65 USD
12074.63 USD
12.02
47 VHT
3281.56 USD
3870.92 USD
17.96
16500.00 IRAUSD
16500.00 IRAUSD
16500.00 IRAUSD
67 VACHR
67 VACHR
67 VACHR
-0.21 USD
-0.21 USD
-0.21 USD
213.753 RGAGX
43650.48 USD
61257.33 USD
40.34
220.748 VBMPX
29099.73 USD
34593.42 USD
18.88
-2553.03 USD
-2553.03 USD
-2553.03 USD