Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

account units book_value market_value unrealized_profit_pct
6941.64 USD
6941.64 USD
6941.64 USD
5024.25 USD
5024.25 USD
5024.25 USD
181 GLD
13003.05 USD
16235.70 USD
24.86
240 ITOT
21698.34 USD
28164.00 USD
29.80
103 VEA
16725.89 USD
22657.94 USD
35.47
178 VHT
14986.50 USD
17120.04 USD
14.24
12700.00 IRAUSD
12700.00 IRAUSD
12700.00 IRAUSD
-43 VACHR
-43 VACHR
-43 VACHR
0.25 USD
0.25 USD
0.25 USD
348.276 RGAGX
93869.98 USD
168377.51 USD
79.37
384.725 VBMPX
62579.73 USD
97181.54 USD
55.29
-5326.59 USD
-5326.59 USD
-5326.59 USD