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
113 GLD
73.44 8298.44 USD
7856.89 USD
-5.32
148 ITOT
82.55 12217.85 USD
14592.80 USD
19.44
303.530 RGAGX
243.14 73800.08 USD
115298.91 USD
56.23
4349.45 USD
4349.45 USD
4349.45 USD
-40 VACHR
-40 VACHR
-40 VACHR
327.404 VBMPX
150.27 49200.08 USD
70450.79 USD
43.19
72 VEA
136.40 9820.77 USD
13109.04 USD
33.48
179 VHT
81.12 14520.18 USD
16047.35 USD
10.52