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
97 GLD
66.15 6416.61 USD
6704.64 USD
4.49
4500.00 IRAUSD
4500.00 IRAUSD
4500.00 IRAUSD
41 ITOT
69.28 2840.65 USD
3046.30 USD
7.24
199.404 RGAGX
198.59 39600.30 USD
54951.75 USD
38.77
3449.15 USD
3449.15 USD
3449.15 USD
83 VACHR
83 VACHR
83 VACHR
203.651 VBMPX
129.63 26399.70 USD
30918.29 USD
17.12
55 VEA
115.56 6355.69 USD
6899.75 USD
8.56
70 VHT
63.58 4450.52 USD
4890.20 USD
9.88