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
182 GLD
72.01 13105.87 USD
18713.24 USD
42.79
6700.00 IRAUSD
6700.00 IRAUSD
6700.00 IRAUSD
233 ITOT
89.70 20899.64 USD
28281.54 USD
35.32
357.124 RGAGX
274.95 98190.21 USD
171519.51 USD
74.68
8258.82 USD
8258.82 USD
8258.82 USD
-18 VACHR
-18 VACHR
-18 VACHR
396.014 VBMPX
165.30 65460.01 USD
103573.50 USD
58.22
103 VEA
162.39 16725.89 USD
23731.20 USD
41.88
179 VHT
84.29 15088.03 USD
18173.87 USD
20.45