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
14192.92 USD
14.97
240 ITOT
90.41 21698.34 USD
27074.40 USD
24.78
339.460 RGAGX
263.80 89550.62 USD
160764.86 USD
79.52
6581.47 USD
6581.47 USD
6581.47 USD
71 VACHR
71 VACHR
71 VACHR
373.023 VBMPX
160.04 59699.44 USD
90327.52 USD
51.30
103 VEA
162.39 16725.89 USD
21563.05 USD
28.92
171 VHT
83.82 14332.56 USD
16075.71 USD
12.16