Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

account units book_value market_value unrealized_profit_pct
3185.98 USD
3185.98 USD
3185.98 USD
1075.36 USD
1075.36 USD
1075.36 USD
135 GLD
9293.68 USD
11827.35 USD
27.26
79 ITOT
5756.51 USD
6922.77 USD
20.26
89 VEA
10778.65 USD
12300.69 USD
14.12
95 VHT
7264.60 USD
7980.95 USD
9.86
4500.00 IRAUSD
4500.00 IRAUSD
4500.00 IRAUSD
-19 VACHR
-19 VACHR
-19 VACHR
0.07 USD
0.07 USD
0.07 USD
249.960 RGAGX
54450.42 USD
79897.21 USD
46.73
263.401 VBMPX
36299.51 USD
45505.16 USD
25.36
-3994.17 USD
-3994.17 USD
-3994.17 USD