JD2005's Net Worth for June 2021


Assets Value Change ($) Change (%)
Cash $40,023 $3,449 9.43%
Taxable Account $27,954 $1,018 3.78%
Combined Retirement $639,355 $23,158 3.76%
Home $660,000 - -
Cars $1,000 ($1,000) (50.00%)
HSA $14,517 $731 5.30%
529s $197,467 $4,712 2.44%
$1,580,316 $32,068 2.07%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $325,427 ($6,187) (1.87%)
Other Mortgage(s) $0 - -
Other Debts $0 - -
Total Debts $325,427 ($6,187) (1.87%)
Net Worth $1,254,889 $38,255 3.14%
*All values shown in USD ($)
Notes:
Annuities - 529s; Other Assets - HSA; devaluing cars $1k/month

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