0000HiltonHead's Net Worth for May 2020


Assets Value Change ($) Change (%)
Cash $288,875 $14,550 5.30%
401K $286,267 ($23,390) (7.55%)
HSA $36,528 $4,227 13.09%
IRA-Pension-Crypto $1,463,020 ($195,977) (11.81%)
Warehouse $600,000 - -
Home $600,000 - -
Vacation Home $40,000 - -
Business Value $500,000 - -
Personal Property $20,000 - -
$3,834,690 ($200,590) (4.97%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $363,261 ($1,767) (0.48%)
Total Debts $363,261 ($1,767) (0.48%)
Net Worth $3,471,429 ($198,823) (5.42%)
*All values shown in USD ($)
Notes:
STOCKS is Company 401K Plan
BONDS is Health Savings Account
RETIREMENT includes IRAs, After Tax Brokerage, Defined Benefit Plan, 529 Plan; 70/30 Allocation
OTHER REAL ESTATE is Commercial Warehouse/Vac Home both paid off
OTHER ASSETS is conservative business value.

Comments