0000HiltonHead's Net Worth for August 2019


Assets Value Change ($) Change (%)
Cash $173,628 $31,315 22.00%
401K $815,710 $21,412 2.70%
HSA $0 - -
Annuities $85,621 $770 0.91%
IRA-Pension-Crypto $812,628 $9,082 1.13%
Warehouse $600,000 - -
Home $600,000 - -
Vacation Home $40,000 ($5,000) (11.11%)
Business Value $500,000 - -
Personal Property $20,000 - -
$3,647,587 $57,579 1.60%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $378,544 ($1,838) (0.48%)
Total Debts $378,544 ($1,838) (0.48%)
Net Worth $3,269,043 $59,417 1.85%
*All values shown in USD ($)
Notes:
Annuities +-85K in 529
Stocks is a MIX of STOCKS, BONDS and T-BILLS in Brokerage
Retirement is 401K, Sep-IRA and HSA
Other RE is Commercial Prop/Vac Prop both paid off
Other assets is conservative business value

Comments

8/29/2019 3:08:13 PM JoshPE
Very impressive!
10/26/2019 3:16:42 PM 0000HiltonHead
😎