Huge Example file ▾Holdings

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
165 GLD
71.47 11791.93 USD
11602.80 USD
-1.60
184 ITOT
85.55 15741.98 USD
18186.56 USD
15.53
303.530 RGAGX
243.14 73800.08 USD
125333.61 USD
69.83
2055.99 USD
2055.99 USD
2055.99 USD
5 VACHR
5 VACHR
5 VACHR
327.404 VBMPX
150.27 49200.08 USD
81032.49 USD
64.70
76 VEA
138.89 10555.33 USD
14353.36 USD
35.98
230 VHT
83.57 19220.04 USD
21380.80 USD
11.24