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
98 GLD
74.81 7331.38 USD
8567.16 USD
16.86
900.00 IRAUSD
900.00 IRAUSD
900.00 IRAUSD
97 ITOT
74.73 7249.25 USD
8044.21 USD
10.97
259.983 RGAGX
221.90 57690.36 USD
86340.35 USD
49.66
1187.73 USD
1187.73 USD
1187.73 USD
-4 VACHR
-4 VACHR
-4 VACHR
275.989 VBMPX
139.35 38459.67 USD
47737.82 USD
24.12
89 VEA
121.11 10778.65 USD
12666.48 USD
17.51
112 VHT
77.81 8714.36 USD
9551.36 USD
9.60