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
181 GLD
71.75 12986.57 USD
13584.05 USD
4.60
10300.00 IRAUSD
10300.00 IRAUSD
10300.00 IRAUSD
206 ITOT
86.96 17913.16 USD
20783.34 USD
16.02
318.842 RGAGX
251.79 80279.95 USD
140488.16 USD
75.00
2992.32 USD
2992.32 USD
2992.32 USD
45 VACHR
45 VACHR
45 VACHR
345.480 VBMPX
154.91 53519.84 USD
75604.84 USD
41.27
87 VEA
145.37 12647.53 USD
16606.56 USD
31.30
168 VHT
84.50 14196.16 USD
16907.52 USD
19.10