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
26353.91 USD
69.29
4800.00 IRAUSD
4800.00 IRAUSD
4800.00 IRAUSD
309 ITOT
97.10 30003.75 USD
40417.20 USD
34.71
394.320 RGAGX
297.17 117180.47 USD
223756.88 USD
90.95
5049.13 USD
5049.13 USD
5049.13 USD
-198 VACHR
-198 VACHR
-198 VACHR
444.555 VBMPX
175.73 78119.79 USD
117575.91 USD
50.51
132 VEA
186.57 24627.61 USD
32083.92 USD
30.28
140 VHT
95.36 13349.88 USD
18569.60 USD
39.10