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MidwesternJD's
Net Worth for April 2021
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Assets
Value
Change ($)
Change (%)
Cash
$4,800
$450
10.34%
Stocks
$38,400
$1,007
2.69%
Bonds
$387
-
-
Annuities
$0
-
-
Retirement
$676,574
$16,983
2.57%
Home
$250,000
-
-
Other Real Estate
$125,000
-
-
Cars
$21,500
-
-
Personal Property
$0
-
-
Other Assets
$53,500
$500
0.94%
Total Assets
$1,170,161
$18,940
1.65%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$140,745
($281)
(0.20%)
Other Mortgage(s)
$87,677
($138)
(0.16%)
Student Loans
$0
-
-
Credit Cards
$3,000
$2,059
218.81%
Car Loans
$11,079
($537)
(4.62%)
Other Debts
$24,997
($1,450)
(5.48%)
Total Debts
$267,498
($347)
(0.13%)
Net Worth
$902,663
$19,287
2.18%
*
All values shown in USD ($)
Notes:
Stocks = 529
Bonds = taxable
Other assets = HSA
Other debts = HELOC
I've been bumping around the $900K milestone for months, happy to finally make it!
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