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
126 GLD
68.24 8597.89 USD
9442.44 USD
9.82
71 ITOT
72.17 5124.35 USD
5444.28 USD
6.24
213.753 RGAGX
204.21 43650.48 USD
62982.32 USD
44.29
2850.16 USD
2850.16 USD
2850.16 USD
32 VACHR
32 VACHR
32 VACHR
220.748 VBMPX
131.82 29099.73 USD
35308.64 USD
21.34
84 VEA
120.32 10106.75 USD
10954.44 USD
8.39
39 VHT
67.70 2640.20 USD
2999.88 USD
13.62