MidwesternJD's Net Worth for September 2023


Assets Value Change ($) Change (%)
Cash $4,500 - -
Stocks $53,629 ($611) (1.13%)
Bonds $445 $9 2.06%
Annuities $0 - -
Retirement $863,236 ($10,469) (1.20%)
Home $370,000 $10,000 2.78%
Other Real Estate $160,000 - -
Cars $30,000 - -
Personal Property $5,000 - -
Other Assets $52,261 ($2,239) (4.11%)
$1,539,071 ($3,310) (0.21%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $132,220 ($306) (0.23%)
Other Mortgage(s) $83,478 ($151) (0.18%)
Student Loans $0 - -
Credit Cards $0 ($1,247) -
Car Loans $0 - -
Other Debts $0 ($4,498) -
Total Debts $215,698 ($6,202) (2.79%)
Net Worth $1,323,373 $2,892 0.22%
*All values shown in USD ($)
Notes:
Stocks = 529
Other assets = HSA

As of 8/31/23

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