0000HiltonHead's Net Worth for November 2019


Assets Value Change ($) Change (%)
Cash $281,268 $4,981 1.80%
401K $879,283 $32,469 3.83%
HSA $0 - -
Annuities $87,526 $636 0.73%
IRA-Pension-Crypto $875,654 $25,760 3.03%
Warehouse $600,000 - -
Home $600,000 - -
Vacation Home $40,000 - -
Business Value $500,000 - -
Personal Property $20,000 - -
$3,883,731 $63,846 1.67%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $371,642 ($2,357) (0.63%)
Total Debts $371,642 ($2,357) (0.63%)
Net Worth $3,512,089 $66,203 1.92%
*All values shown in USD ($)
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

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