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
110 GLD
75.55 8310.10 USD
8659.20 USD
4.20
128 ITOT
77.10 9868.21 USD
11193.60 USD
13.43
262.380 RGAGX
222.96 58500.18 USD
91848.74 USD
57.01
6380.48 USD
6380.48 USD
6380.48 USD
51 VACHR
51 VACHR
51 VACHR
279.340 VBMPX
139.61 38999.71 USD
53739.43 USD
37.79
74 VEA
130.89 9685.76 USD
11575.08 USD
19.51
163 VHT
80.42 13109.23 USD
14185.89 USD
8.21