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
8296.68 USD
13.17
117 ITOT
76.30 8927.05 USD
9799.92 USD
9.78
262.380 RGAGX
222.96 58500.18 USD
88768.40 USD
51.74
6139.21 USD
6139.21 USD
6139.21 USD
26 VACHR
26 VACHR
26 VACHR
279.340 VBMPX
139.61 38999.71 USD
48800.70 USD
25.13
100 VEA
124.57 12456.92 USD
15023.00 USD
20.60
68 VHT
73.23 4979.83 USD
5564.44 USD
11.74