JD2005's Net Worth for July 2020


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%
$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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