0000HiltonHead's Net Worth for November 2020


Assets Value Change ($) Change (%)
Cash $560,202 $79,430 16.52%
401K $369,581 $28,073 8.22%
HSA $46,115 $3,242 7.56%
IRA-Pension-Crypto $1,751,833 $85,905 5.16%
Warehouse $600,000 - -
Home $1,100,000 - -
Vacation Home $40,000 - -
Business Value $500,000 - -
Personal Property $20,000 - -
$4,987,731 $196,650 4.10%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $847,966 ($1,348) (0.16%)
Total Debts $847,966 ($1,348) (0.16%)
Net Worth $4,139,765 $197,998 5.02%
*All values shown in USD ($)
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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