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
173 GLD
71.36 12344.81 USD
13286.40 USD
7.63
220 ITOT
88.31 19429.22 USD
24442.00 USD
25.80
339.460 RGAGX
263.80 89550.62 USD
158167.99 USD
76.62
4801.17 USD
4801.17 USD
4801.17 USD
26 VACHR
26 VACHR
26 VACHR
373.023 VBMPX
160.04 59699.44 USD
88626.53 USD
48.45
83 VEA
152.59 12664.73 USD
16594.19 USD
31.03
146 VHT
82.53 12048.96 USD
13537.12 USD
12.35