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
25609.65 USD
64.51
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
232339.82 USD
94.69
5109.86 USD
5109.86 USD
5109.86 USD
-188 VACHR
-188 VACHR
-188 VACHR
449.885 VBMPX
176.84 79559.48 USD
123066.04 USD
54.68
132 VEA
186.57 24627.61 USD
32981.52 USD
33.92
140 VHT
95.36 13349.88 USD
18993.80 USD
42.28