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
118 GLD
65.90 7776.72 USD
8378.00 USD
7.73
41 ITOT
69.28 2840.65 USD
2873.69 USD
1.16
158.790 RGAGX
181.37 28800.06 USD
38284.27 USD
32.93
1426.94 USD
1426.94 USD
1426.94 USD
-2 VACHR
-2 VACHR
-2 VACHR
154.783 VBMPX
124.04 19200.02 USD
21466.85 USD
11.81
14 VEA
109.80 1537.24 USD
1604.12 USD
4.35
70 VHT
63.58 4450.52 USD
4683.70 USD
5.24