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
173 GLD
71.36 12344.81 USD
14194.65 USD
14.98
232 ITOT
89.56 20778.26 USD
26696.24 USD
28.48
339.460 RGAGX
263.80 89550.62 USD
160720.73 USD
79.47
7283.18 USD
7283.18 USD
7283.18 USD
61 VACHR
61 VACHR
61 VACHR
373.023 VBMPX
160.04 59699.44 USD
89156.23 USD
49.34
99 VEA
160.72 15911.29 USD
20212.83 USD
27.03
161 VHT
83.24 13402.26 USD
14866.74 USD
10.93