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
6841.41 USD
6.62
900.00 IRAUSD
900.00 IRAUSD
900.00 IRAUSD
41 ITOT
69.28 2840.65 USD
3025.80 USD
6.52
207.154 RGAGX
201.59 41760.31 USD
58560.36 USD
40.23
5268.41 USD
5268.41 USD
5268.41 USD
2 VACHR
2 VACHR
2 VACHR
213.048 VBMPX
130.67 27839.70 USD
34326.29 USD
23.30
55 VEA
115.56 6355.69 USD
7037.80 USD
10.73
70 VHT
63.58 4450.52 USD
5093.20 USD
14.44