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Beerguy's
Net Worth for August 2018
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Assets
Value
Change ($)
Change (%)
Cash
$35,367
$729
2.10%
Stocks
$109,921
$6,260
6.04%
CQ IRA
$341,580
$9,529
2.87%
DQ Roth
$118,652
$784
0.67%
DQ IRA
$100,937
$672
0.67%
CQ Roth
$122,651
$820
0.67%
Home (Zillow)
$350,500
-
-
Cars
$55,000
-
-
Life Insurance
$0
-
-
Personal Property
$235,320
$1,572
0.67%
Total Assets
$1,469,928
$20,366
1.40%
Debts
Value
Change ($)
Change (%)
Credit Cards
$2,861
($514)
(15.23%)
Car Loans
$0
-
-
Home Mortgage(s)
$76,600
($1,711)
(2.18%)
Other Mortgage(s)
$0
-
-
Total Debts
$79,461
($2,225)
(2.72%)
Net Worth
$1,390,467
$22,591
1.65%
*
All values shown in USD ($)
Notes:
Reused asset classes. Bonds= Her Roth Annuities= her 401k Retirement= my 401k Other assets= PV of pension Cars = Car & Personal property & Life ins PP= rollover IRA Other RE = My Roth
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