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
152 GLD
71.99 10942.25 USD
9968.16 USD
-8.90
175 ITOT
84.85 14849.00 USD
17080.00 USD
15.02
303.530 RGAGX
243.14 73800.08 USD
119818.47 USD
62.36
769.14 USD
769.14 USD
769.14 USD
-30 VACHR
-30 VACHR
-30 VACHR
327.404 VBMPX
150.27 49200.08 USD
74117.72 USD
50.65
72 VEA
136.40 9820.77 USD
13017.60 USD
32.55
179 VHT
81.12 14520.18 USD
16113.58 USD
10.97