0000HiltonHead's Net Worth for June 2020


Assets Value Change ($) Change (%)
Cash $295,933 $7,058 2.44%
401K $313,485 $27,218 9.51%
HSA $39,021 $2,493 6.82%
IRA-Pension-Crypto $1,593,038 $130,018 8.89%
Warehouse $600,000 - -
Home $600,000 - -
Vacation Home $40,000 - -
Business Value $500,000 - -
Personal Property $20,000 - -
$4,001,477 $166,787 4.35%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $362,377 ($884) (0.24%)
Total Debts $362,377 ($884) (0.24%)
Net Worth $3,639,100 $167,671 4.83%
*All values shown in USD ($)
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.

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