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
98 GLD
74.81 7331.38 USD
8727.88 USD
97 ITOT
74.73 7249.25 USD
8321.63 USD
262.380 RGAGX
222.96 58500.18 USD
89479.45 USD
7917.50 USD
7917.50 USD
7917.50 USD
16 VACHR
16 VACHR
16 VACHR
279.340 VBMPX
139.61 38999.71 USD
46152.55 USD
89 VEA
121.11 10778.65 USD
13537.79 USD
64 VHT
73.93 4731.32 USD
5164.80 USD