Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

units average_cost book_value market_value unrealized_profit_pct
107 GLD
66.84 7151.61 USD
8206.90 USD
14.76
71 ITOT
72.17 5124.35 USD
5369.02 USD
4.77
213.753 RGAGX
204.21 43650.48 USD
62022.57 USD
42.09
3792.33 USD
3792.33 USD
3792.33 USD
22 VACHR
22 VACHR
22 VACHR
220.748 VBMPX
131.82 29099.73 USD
34966.48 USD
20.16
73 VEA
118.83 8674.33 USD
9501.68 USD
9.54
39 VHT
67.70 2640.20 USD
3052.53 USD
15.62