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UTex08's
Net Worth for September 2021
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Assets
Value
Change ($)
Change (%)
Cash
$171,510
$11,966
7.50%
Stocks
$284,549
$31,532
12.46%
Bonds
$0
-
-
Annuities
$0
-
-
Retirement
$1,125,477
($380)
(0.03%)
Home
$695,000
-
-
Other Real Estate
$211,000
-
-
Cars
$35,000
-
-
Personal Property
$0
-
-
Kids 529 College Savings
$59,320
$2,043
3.57%
Total Assets
$2,581,856
$45,161
1.78%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$440,597
($788)
(0.18%)
Other Mortgage(s)
$51,946
($440)
(0.84%)
Student Loans
$0
-
-
Credit Cards
$0
-
-
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$492,543
($1,228)
(0.25%)
Net Worth
$2,089,313
$46,389
2.27%
*
All values shown in USD ($)
Notes:
New baby born this month. Started a 529 plan for him. Will keep total of both 529 plans listed in other assets.
Still building cash pile for new home purchase in spring/early summer 2022.
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