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
47 GLD
66.92 3145.25 USD
2956.30 USD
-6.01
24 ITOT
68.42 1641.98 USD
1650.72 USD
0.53
155.083 RGAGX
180.48 27989.97 USD
33890.29 USD
21.08
3743.93 USD
3743.93 USD
3743.93 USD
136 VACHR
136 VACHR
136 VACHR
150.981 VBMPX
123.59 18659.94 USD
21446.85 USD
14.94
4 VEA
99.36 397.44 USD
422.84 USD
6.39
52 VHT
62.69 3260.00 USD
3578.12 USD
9.76