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
13153.19 USD
6.55
220 ITOT
88.31 19429.22 USD
24356.20 USD
25.36
339.460 RGAGX
263.80 89550.62 USD
155119.64 USD
73.22
2309.39 USD
2309.39 USD
2309.39 USD
26 VACHR
26 VACHR
26 VACHR
373.023 VBMPX
160.04 59699.44 USD
87869.30 USD
47.19
83 VEA
152.59 12664.73 USD
16571.78 USD
30.85
146 VHT
82.53 12048.96 USD
13363.38 USD
10.91