Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

account units book_value market_value unrealized_profit_pct
3831.13 USD
3831.13 USD
3831.13 USD
5847.52 USD
5847.52 USD
5847.52 USD
81 GLD
5845.24 USD
7081.02 USD
21.14
79 ITOT
5756.51 USD
6551.47 USD
13.81
89 VEA
10778.65 USD
12666.48 USD
17.51
95 VHT
7264.60 USD
8101.60 USD
11.52
900.00 IRAUSD
900.00 IRAUSD
900.00 IRAUSD
-4 VACHR
-4 VACHR
-4 VACHR
1800.20 USD
1800.20 USD
1800.20 USD
256.731 RGAGX
56610.37 USD
85260.37 USD
50.61
271.825 VBMPX
37739.42 USD
47017.57 USD
24.58
-3919.01 USD
-3919.01 USD
-3919.01 USD