MidwesternJD's Net Worth for June 2023


Assets Value Change ($) Change (%)
Cash $3,100 ($1,900) (38.00%)
Stocks $49,354 $2,072 4.38%
Bonds $431 ($13) (2.93%)
Annuities $0 - -
Retirement $813,434 $26,454 3.36%
Home $360,000 - -
Other Real Estate $160,000 - -
Cars $30,000 - -
Personal Property $5,000 - -
Other Assets $57,000 $3,000 5.56%
$1,478,319 $29,613 2.04%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $132,832 ($608) (0.46%)
Other Mortgage(s) $83,779 ($300) (0.36%)
Student Loans $0 - -
Credit Cards $400 ($2,600) (86.67%)
Car Loans $0 - -
Other Debts $6,502 ($490) (7.01%)
Total Debts $223,513 ($3,998) (1.76%)
Net Worth $1,254,806 $33,611 2.75%
*All values shown in USD ($)
Notes:
Stocks = 529
Bonds = taxable
Other assets = HSA
Other debts = HELOC

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