MidwesternJD's Net Worth for May 2019


Assets Value Change ($) Change (%)
Cash $4,300 ($920) (17.62%)
Stocks $19,370 $770 4.14%
Bonds $2,866 ($36) (1.24%)
Annuities $0 - -
Retirement $420,168 $9,745 2.37%
Home $250,000 - -
Other Real Estate $0 - -
Cars $30,500 - -
Personal Property $0 - -
Other Assets $39,038 $1,236 3.27%
$766,242 $10,795 1.43%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $146,765 ($230) (0.16%)
Other Mortgage(s) $0 - -
Student Loans $154,500 $500 0.32%
Credit Cards $2,174 ($539) (19.87%)
Car Loans $22,920 - -
Other Debts $0 - -
Total Debts $326,359 ($269) (0.08%)
Net Worth $439,883 $11,064 2.58%
*All values shown in USD ($)
Notes:
Stocks = DD 529
Bonds = Taxable
Other = HSA

Comments