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
4 GLD
62.70 250.80 USD
252.48 USD
0.67
19 ITOT
67.77 1287.63 USD
1359.26 USD
5.56
85.210 RGAGX
163.71 13950.05 USD
15975.17 USD
14.52
5152.93 USD
5152.93 USD
5152.93 USD
36 VACHR
36 VACHR
36 VACHR
78.269 VBMPX
118.82 9299.95 USD
10781.55 USD
15.93
27 VHT
57.19 1544.14 USD
1641.06 USD
6.28