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
8040.90 USD
9.68
117 ITOT
76.30 8927.05 USD
10276.11 USD
15.11
262.380 RGAGX
222.96 58500.18 USD
88870.73 USD
51.92
3236.58 USD
3236.58 USD
3236.58 USD
41 VACHR
41 VACHR
41 VACHR
279.340 VBMPX
139.61 38999.71 USD
50180.64 USD
28.67
100 VEA
124.57 12456.92 USD
15342.00 USD
23.16
152 VHT
79.94 12150.91 USD
13295.44 USD
9.42