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
25222.56 USD
62.02
289 ITOT
98.54 28477.55 USD
39214.41 USD
37.70
401.738 RGAGX
302.44 121500.53 USD
234880.14 USD
93.32
5699.10 USD
5699.10 USD
5699.10 USD
-168 VACHR
-168 VACHR
-168 VACHR
455.033 VBMPX
178.01 80999.42 USD
125484.45 USD
54.92
139 VEA
189.77 26377.75 USD
34705.52 USD
31.57
153 VHT
98.87 15127.37 USD
21367.98 USD
41.25