Huge Example file ▾Holdings

Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

account units book_value market_value unrealized_profit_pct
5439.96 USD
5439.96 USD
5439.96 USD
11904.89 USD
11904.89 USD
11904.89 USD
167 GLD
14035.90 USD
23543.66 USD
67.74
289 ITOT
28477.55 USD
38437.00 USD
34.97
146 VEA
28130.76 USD
36872.30 USD
31.07
167 VHT
17007.57 USD
22232.71 USD
30.72
-153 VACHR
-153 VACHR
-153 VACHR
0.01 USD
0.01 USD
0.01 USD
401.738 RGAGX
121500.53 USD
235880.47 USD
94.14
455.033 VBMPX
80999.42 USD
130330.55 USD
60.90
-7499.91 USD
-7499.91 USD
-7499.91 USD