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
8755.32 USD
19.42
97 ITOT
74.73 7249.25 USD
8224.63 USD
13.45
262.380 RGAGX
222.96 58500.18 USD
89566.04 USD
53.10
7917.50 USD
7917.50 USD
7917.50 USD
16 VACHR
16 VACHR
16 VACHR
279.340 VBMPX
139.61 38999.71 USD
46258.70 USD
18.61
89 VEA
121.11 10778.65 USD
13436.33 USD
24.66
64 VHT
73.93 4731.32 USD
5155.84 USD
8.97