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
24871.00 USD
59.76
2400.00 IRAUSD
2400.00 IRAUSD
2400.00 IRAUSD
309 ITOT
97.10 30003.75 USD
41313.30 USD
37.69
398.033 RGAGX
299.83 119340.43 USD
229939.68 USD
92.68
5109.86 USD
5109.86 USD
5109.86 USD
-188 VACHR
-188 VACHR
-188 VACHR
449.885 VBMPX
176.84 79559.48 USD
124127.77 USD
56.02
132 VEA
186.57 24627.61 USD
32576.28 USD
32.28
140 VHT
95.36 13349.88 USD
18548.60 USD
38.94