MidwesternJD's Net Worth for March 2023


Assets Value Change ($) Change (%)
Cash $8,100 $2,600 47.27%
Stocks $45,619 $213 0.47%
Bonds $459 ($13) (2.75%)
Annuities $0 - -
Retirement $765,824 $5,169 0.68%
Home $360,000 - -
Other Real Estate $160,000 - -
Cars $30,000 - -
Personal Property $5,000 - -
Other Assets $51,550 ($32) (0.06%)
$1,426,552 $7,937 0.56%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $134,045 ($301) (0.22%)
Other Mortgage(s) $84,377 ($148) (0.18%)
Student Loans $0 - -
Credit Cards $1,100 $850 340.00%
Car Loans $0 - -
Other Debts $9,774 ($1,877) (16.11%)
Total Debts $229,296 ($1,476) (0.64%)
Net Worth $1,197,256 $9,413 0.79%
*All values shown in USD ($)
Notes:
Stocks = 529
Bonds = taxable
Other assets = HSA
Other debts = HELOC
Personal property = RV

Comments