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
182 GLD
72.01 13105.87 USD
19903.52 USD
51.87
232 ITOT
89.56 20778.26 USD
27004.80 USD
29.97
372.342 RGAGX
282.81 105300.22 USD
170797.00 USD
62.20
6870.59 USD
6870.59 USD
6870.59 USD
12 VACHR
12 VACHR
12 VACHR
414.587 VBMPX
169.32 70199.79 USD
102713.93 USD
46.32
103 VEA
162.39 16725.89 USD
23750.77 USD
42.00
179 VHT
84.29 15088.03 USD
19324.84 USD
28.08