MidwesternJD's Net Worth for May 2024


Assets Value Change ($) Change (%)
Cash $4,500 - -
Stocks $64,808 ($1,221) (1.85%)
Bonds $485 ($6) (1.22%)
Annuities $270,000 - -
Retirement $1,012,192 ($24,626) (2.38%)
Home $385,000 $10,000 2.67%
Other Real Estate $160,000 - -
Cars $30,000 - -
Personal Property $5,000 - -
Other Assets $58,900 ($1,762) (2.90%)
$1,990,885 ($17,615) (0.88%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $129,733 ($14) (0.01%)
Other Mortgage(s) $82,098 ($155) (0.19%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $4,000 ($1,000) (20.00%)
Total Debts $215,831 ($1,169) (0.54%)
Net Worth $1,775,054 ($16,446) (0.92%)
*All values shown in USD ($)
Notes:
I miss Mint :(

Stocks = 529
Bonds = taxable
Other assets = HSA
Other debts = HELOC

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