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JD2005's
Net Worth for July 2020
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Assets
Value
Change ($)
Change (%)
Cash
$60,100
($5,306)
(8.11%)
Taxable Account
$0
-
-
Combined Retirement
$455,387
$25,178
5.85%
Home
$660,000
-
-
Cars
$12,000
($1,000)
(7.69%)
HSA
$6,528
$62
0.96%
529s
$134,164
$5,881
4.58%
Total Assets
$1,328,179
$24,815
1.90%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$394,139
($7,302)
(1.82%)
Other Mortgage(s)
$0
-
-
Other Debts
$0
-
-
Total Debts
$394,139
($7,302)
(1.82%)
Net Worth
$934,040
$32,117
3.56%
*
All values shown in USD ($)
Notes:
Annuities = 529; Other = HSA; depreciating cars $500/month each.
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