MidwesternJD's Net Worth for June 2020


Assets Value Change ($) Change (%)
Cash $4,700 ($800) (14.55%)
Stocks $25,162 $1,608 6.83%
Bonds $2,970 $365 14.01%
Annuities $0 - -
Retirement $487,550 $40,595 9.08%
Home $250,000 - -
Other Real Estate $0 - -
Cars $22,000 ($600) (2.65%)
Personal Property $0 - -
Other Assets $49,169 $3,104 6.74%
$841,551 $44,272 5.55%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $143,242 ($546) (0.38%)
Other Mortgage(s) $0 - -
Student Loans $159,870 - -
Credit Cards $531 $385 263.70%
Car Loans $16,328 ($515) (3.06%)
Other Debts $0 - -
Total Debts $319,971 ($676) (0.21%)
Net Worth $521,580 $44,948 9.43%
*All values shown in USD ($)
Notes:
Stocks = DD 529
Bonds = Taxable
Other = HSA

As of 6/7/2020

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