0000HiltonHead's Net Worth for February 2021


Assets Value Change ($) Change (%)
Cash $456,844 $15,488 3.51%
401K $429,564 $14,125 3.40%
HSA $48,639 $1,518 3.22%
Annuities $0 ($10,000) -
IRA-Pension-Crypto $1,930,146 $88,892 4.83%
Warehouse $650,000 - -
Home $1,100,000 - -
Vacation Home $40,000 - -
Business Value $500,000 - -
Personal Property $20,000 - -
$5,175,193 $110,023 2.17%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $843,985 ($1,271) (0.15%)
Total Debts $843,985 ($1,271) (0.15%)
Net Worth $4,331,208 $111,294 2.64%
*All values shown in USD ($)
Notes:
STOCKS is Company 401K Plan
BONDS is Health Savings Account
RETIREMENT includes IRAs, After Tax Brokerage, Defined Benefit Plan, crypto, 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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