Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

account units book_value market_value unrealized_profit_pct
3484.77 USD
3484.77 USD
3484.77 USD
1075.36 USD
1075.36 USD
1075.36 USD
135 GLD
9293.68 USD
11514.15 USD
23.89
79 ITOT
5756.51 USD
6636.79 USD
15.29
89 VEA
10778.65 USD
12094.21 USD
12.21
95 VHT
7264.60 USD
7884.05 USD
8.53
6900.00 IRAUSD
6900.00 IRAUSD
6900.00 IRAUSD
-29 VACHR
-29 VACHR
-29 VACHR
0.06 USD
0.06 USD
0.06 USD
243.030 RGAGX
52290.41 USD
74515.43 USD
42.50
255.134 VBMPX
34859.54 USD
44056.54 USD
26.38
-3750.51 USD
-3750.51 USD
-3750.51 USD