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
7072.02 USD
7.25
24 ITOT
68.42 1641.98 USD
1743.84 USD
6.20
158.790 RGAGX
181.37 28800.06 USD
37739.62 USD
31.04
4243.38 USD
4243.38 USD
4243.38 USD
-12 VACHR
-12 VACHR
-12 VACHR
154.783 VBMPX
124.04 19200.02 USD
21202.18 USD
10.43
4 VEA
99.36 397.44 USD
445.04 USD
11.98
52 VHT
62.69 3260.00 USD
3387.28 USD
3.90