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
98 GLD
74.81 7331.38 USD
8453.48 USD
15.31
97 ITOT
74.73 7249.25 USD
8228.51 USD
13.51
262.380 RGAGX
222.96 58500.18 USD
88044.23 USD
50.50
2280.22 USD
2280.22 USD
2280.22 USD
6 VACHR
6 VACHR
6 VACHR
279.340 VBMPX
139.61 38999.71 USD
46688.89 USD
19.72
89 VEA
121.11 10778.65 USD
12999.34 USD
20.60
112 VHT
77.81 8714.36 USD
9461.76 USD
8.58