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
181 GLD
71.75 12986.57 USD
13866.41 USD
6.77
12700.00 IRAUSD
12700.00 IRAUSD
12700.00 IRAUSD
206 ITOT
86.96 17913.16 USD
20404.30 USD
13.91
313.803 RGAGX
248.95 78120.17 USD
132252.27 USD
69.29
4007.15 USD
4007.15 USD
4007.15 USD
35 VACHR
35 VACHR
35 VACHR
339.265 VBMPX
153.51 52079.74 USD
80863.81 USD
55.27
87 VEA
145.37 12647.53 USD
16490.85 USD
30.39
168 VHT
84.50 14196.16 USD
16512.72 USD
16.32