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
135 GLD
68.84 9293.68 USD
11827.35 USD
27.26
4500.00 IRAUSD
4500.00 IRAUSD
4500.00 IRAUSD
79 ITOT
72.87 5756.51 USD
6922.77 USD
20.26
249.960 RGAGX
217.84 54450.42 USD
79897.21 USD
46.73
267.24 USD
267.24 USD
267.24 USD
-19 VACHR
-19 VACHR
-19 VACHR
263.401 VBMPX
137.81 36299.51 USD
45505.16 USD
25.36
89 VEA
121.11 10778.65 USD
12300.69 USD
14.12
95 VHT
76.47 7264.60 USD
7980.95 USD
9.86