MidwesternJD's Net Worth for April 2023


Assets Value Change ($) Change (%)
Cash $11,000 $2,900 35.80%
Stocks $46,366 $747 1.64%
Bonds $440 ($19) (4.14%)
Annuities $0 - -
Retirement $777,451 $11,627 1.52%
Home $360,000 - -
Other Real Estate $160,000 - -
Cars $30,000 - -
Personal Property $5,000 - -
Other Assets $53,051 $1,501 2.91%
$1,443,308 $16,756 1.17%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $133,743 ($302) (0.23%)
Other Mortgage(s) $84,228 ($149) (0.18%)
Student Loans $0 - -
Credit Cards $1,800 $700 63.64%
Car Loans $0 - -
Other Debts $7,991 ($1,783) (18.24%)
Total Debts $227,762 ($1,534) (0.67%)
Net Worth $1,215,546 $18,290 1.53%
*All values shown in USD ($)
Notes:
Cash is about to take a hit when we file our taxes later this month.

Stocks = 529
Bonds = taxable
Pers. property = RV
Other assets = HSA

Other debts = HELOC

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