FatStacks' Net Worth for October 2023


Assets Value Change ($) Change (%)
Cash $6,229 ($336) (5.12%)
Stocks $66 $10 17.86%
Company equity $35,625 - -
HSA $17,612 $184 1.06%
Cars $50,438 - -
Home $210,000 - -
Cryptocurrency $18,804 $2,404 14.66%
Roth IRA $215 ($5) (2.27%)
401k - Traditional $300,914 ($12,367) (3.95%)
401k - Roth $21,305 ($940) (4.23%)
401k - Trad. (spouse) $17,851 - -
Profit Sharing (spouse) $53,829 ($1,491) (2.70%)
Boat $58,200 - -
$791,088 ($12,541) (1.56%)
 
Debts Value Change ($) Change (%)
Home Mortgage (15yr 3%) $106,505 ($646) (0.60%)
Student Loans (2.8%) $3,626 ($135) (3.59%)
CC (0% pay off evry mnth) $495 ($140) (22.05%)
Car Loan (72mo 3.82%) $44,742 ($845) (1.85%)
Furniture (0%) $2,217 ($118) (5.05%)
HELOC (8.25%) $46,400 - -
Total Debts $203,985 ($1,884) (0.92%)
Net Worth $587,103 ($10,657) (1.78%)
*All values shown in USD ($)
Notes:
Home Improvement costs (part 1 of 2) this month for ~$3600.
Side work (+$2000) covered a portion of this.

529: $58,143
FICO: 891

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