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
164 GLD
77.88 12772.48 USD
17408.60 USD
36.30
253 ITOT
91.55 23161.97 USD
29497.27 USD
27.35
372.342 RGAGX
282.81 105300.22 USD
172245.41 USD
63.58
3480.30 USD
3480.30 USD
3480.30 USD
22 VACHR
22 VACHR
22 VACHR
414.587 VBMPX
169.32 70199.79 USD
107145.86 USD
52.63
113 VEA
168.62 19053.99 USD
26164.02 USD
37.32
199 VHT
87.19 17350.05 USD
22871.07 USD
31.82