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
173 GLD
71.36 12344.81 USD
13630.67 USD
10.42
220 ITOT
88.31 19429.22 USD
24580.60 USD
26.51
339.460 RGAGX
263.80 89550.62 USD
156338.30 USD
74.58
4586.66 USD
4586.66 USD
4586.66 USD
36 VACHR
36 VACHR
36 VACHR
373.023 VBMPX
160.04 59699.44 USD
89965.69 USD
50.70
93 VEA
157.94 14688.13 USD
18921.78 USD
28.82
146 VHT
82.53 12048.96 USD
13058.24 USD
8.38