Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

account units book_value market_value unrealized_profit_pct
3917.76 USD
3917.76 USD
3917.76 USD
2602.79 USD
2602.79 USD
2602.79 USD
113 GLD
8298.44 USD
8081.76 USD
-2.61
148 ITOT
12217.85 USD
14657.92 USD
19.97
82 VEA
10960.57 USD
14817.40 USD
35.19
179 VHT
14520.18 USD
15907.73 USD
9.56
1400.00 IRAUSD
1400.00 IRAUSD
1400.00 IRAUSD
-50 VACHR
-50 VACHR
-50 VACHR
1799.87 USD
1799.87 USD
1799.87 USD
297.251 RGAGX
71460.09 USD
109855.05 USD
53.73
320.040 VBMPX
47640.03 USD
67675.66 USD
42.06
-4450.11 USD
-4450.11 USD
-4450.11 USD