0000HiltonHead's Net Worth for August 2020


Assets Value Change ($) Change (%)
Cash $297,456 ($86) (0.03%)
401K $322,965 $9,717 3.10%
HSA $40,639 $1,467 3.75%
IRA-Pension-Crypto $1,607,050 $40,702 2.60%
Warehouse $600,000 - -
Home $1,100,000 $500,000 83.33%
Vacation Home $40,000 - -
Business Value $500,000 - -
Personal Property $20,000 - -
$4,528,110 $551,800 13.88%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $860,000 $498,375 137.82%
Total Debts $860,000 $498,375 137.82%
Net Worth $3,668,110 $53,425 1.48%
*All values shown in USD ($)
Notes:
Bought new home in July.
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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