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
8517.30 USD
2.49
128 ITOT
77.10 9868.21 USD
11194.88 USD
13.44
262.380 RGAGX
222.96 58500.18 USD
94320.36 USD
61.23
3980.48 USD
3980.48 USD
3980.48 USD
51 VACHR
51 VACHR
51 VACHR
279.340 VBMPX
139.61 38999.71 USD
53326.01 USD
36.73
74 VEA
130.89 9685.76 USD
11598.02 USD
19.74
163 VHT
80.42 13109.23 USD
13987.03 USD
6.70