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
187 GLD
83.25 15567.50 USD
23618.10 USD
51.71
13200.00 IRAUSD
13200.00 IRAUSD
13200.00 IRAUSD
309 ITOT
97.10 30003.75 USD
38139.87 USD
27.12
380.653 RGAGX
287.98 109620.17 USD
207962.15 USD
89.71
5725.01 USD
5725.01 USD
5725.01 USD
-81 VACHR
-81 VACHR
-81 VACHR
425.969 VBMPX
171.56 73079.72 USD
111007.52 USD
51.90
132 VEA
186.57 24627.61 USD
31231.20 USD
26.81
146 VHT
96.85 14140.80 USD
18772.68 USD
32.76