Huge Example file ▾Holdings

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
7889.48 USD
1.45
16500.00 IRAUSD
16500.00 IRAUSD
16500.00 IRAUSD
41 ITOT
69.28 2840.65 USD
2965.94 USD
4.41
158.790 RGAGX
181.37 28800.06 USD
40820.15 USD
41.74
6154.26 USD
6154.26 USD
6154.26 USD
33 VACHR
33 VACHR
33 VACHR
154.783 VBMPX
124.04 19200.02 USD
22499.26 USD
17.18
46 VEA
113.72 5231.32 USD
5530.12 USD
5.71
70 VHT
63.58 4450.52 USD
4741.80 USD
6.54