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
11177.10 USD
-5.21
184 ITOT
85.55 15741.98 USD
17949.20 USD
14.02
303.530 RGAGX
243.14 73800.08 USD
124498.90 USD
68.70
4078.65 USD
4078.65 USD
4078.65 USD
-5 VACHR
-5 VACHR
-5 VACHR
327.404 VBMPX
150.27 49200.08 USD
77879.59 USD
58.29
76 VEA
138.89 10555.33 USD
14180.08 USD
34.34
188 VHT
81.56 15333.78 USD
17077.92 USD
11.37