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
101 GLD
65.28 6593.69 USD
6616.51 USD
0.35
24 ITOT
68.42 1641.98 USD
1696.08 USD
3.29
158.790 RGAGX
181.37 28800.06 USD
36439.13 USD
26.52
2995.25 USD
2995.25 USD
2995.25 USD
146 VACHR
146 VACHR
146 VACHR
154.783 VBMPX
124.04 19200.02 USD
21788.80 USD
13.48
4 VEA
99.36 397.44 USD
441.76 USD
11.15
52 VHT
62.69 3260.00 USD
3437.20 USD
5.44