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
167 GLD
84.05 14035.90 USD
24283.47 USD
73.01
351 ITOT
104.19 36569.17 USD
46507.50 USD
27.18
401.738 RGAGX
302.44 121500.53 USD
224892.93 USD
85.10
1571.14 USD
1571.14 USD
1571.14 USD
-153 VACHR
-153 VACHR
-153 VACHR
455.033 VBMPX
178.01 80999.42 USD
132733.13 USD
63.87
146 VEA
192.68 28130.76 USD
37133.64 USD
32.00
167 VHT
101.84 17007.57 USD
22555.02 USD
32.62