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
107 GLD
66.84 7151.61 USD
8144.84 USD
13.89
71 ITOT
72.17 5124.35 USD
5333.52 USD
4.08
213.753 RGAGX
204.21 43650.48 USD
62296.17 USD
42.72
3768.18 USD
3768.18 USD
3768.18 USD
22 VACHR
22 VACHR
22 VACHR
220.748 VBMPX
131.82 29099.73 USD
36646.38 USD
25.93
73 VEA
118.83 8674.33 USD
9506.06 USD
9.59
39 VHT
67.70 2640.20 USD
2983.50 USD
13.00