0000HiltonHead's Net Worth for December 2020


Assets Value Change ($) Change (%)
Cash $571,583 $11,381 2.03%
401K $406,239 $36,658 9.92%
HSA $46,159 $44 0.10%
IRA-Pension-Crypto $1,798,922 $47,089 2.69%
Warehouse $650,000 $50,000 8.33%
Home $1,100,000 - -
Vacation Home $40,000 - -
Business Value $500,000 - -
Personal Property $20,000 - -
$5,132,903 $145,172 2.91%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $846,613 ($1,353) (0.16%)
Total Debts $846,613 ($1,353) (0.16%)
Net Worth $4,286,290 $146,525 3.54%
*All values shown in USD ($)
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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