0000HiltonHead's Net Worth for January 2021


Assets Value Change ($) Change (%)
Cash $441,356 ($130,227) (22.78%)
401K $415,439 $9,200 2.26%
HSA $47,121 $962 2.08%
Annuities $10,000 $10,000 -
IRA-Pension-Crypto $1,841,254 $42,332 2.35%
Warehouse $650,000 - -
Home $1,100,000 - -
Vacation Home $40,000 - -
Business Value $500,000 - -
Personal Property $20,000 - -
$5,065,170 ($67,733) (1.32%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $845,256 ($1,357) (0.16%)
Total Debts $845,256 ($1,357) (0.16%)
Net Worth $4,219,914 ($66,376) (1.55%)
*All values shown in USD ($)
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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