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
165 GLD
71.47 11791.93 USD
10687.05 USD
-9.37
184 ITOT
85.55 15741.98 USD
18217.84 USD
15.73
303.530 RGAGX
243.14 73800.08 USD
122119.22 USD
65.47
-470.39 USD
-470.39 USD
-470.39 USD
-20 VACHR
-20 VACHR
-20 VACHR
327.404 VBMPX
150.27 49200.08 USD
74844.55 USD
52.12
76 VEA
138.89 10555.33 USD
14137.52 USD
33.94
188 VHT
81.56 15333.78 USD
17153.12 USD
11.86