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
187 GLD
83.25 15567.50 USD
24551.23 USD
57.71
10800.00 IRAUSD
10800.00 IRAUSD
10800.00 IRAUSD
309 ITOT
97.10 30003.75 USD
39663.24 USD
32.19
384.687 RGAGX
290.57 111780.18 USD
205376.70 USD
83.73
5727.22 USD
5727.22 USD
5727.22 USD
-71 VACHR
-71 VACHR
-71 VACHR
431.340 VBMPX
172.76 74519.51 USD
118596.93 USD
59.15
132 VEA
186.57 24627.61 USD
31695.84 USD
28.70
140 VHT
95.36 13349.88 USD
18334.40 USD
37.34