UTex08's Net Worth for April 2023


Assets Value Change ($) Change (%)
Cash $439,302 $29,063 7.08%
Stocks $360,536 $42,915 13.51%
Bonds $0 - -
Annuities $0 - -
Retirement $1,153,119 $60,660 5.55%
Home $800,000 - -
Other Real Estate $343,000 - -
Cars $46,500 - -
Personal Property $0 - -
Kids 529 College Savings $93,744 $6,694 7.69%
$3,236,201 $139,332 4.50%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $425,236 ($827) (0.19%)
Other Mortgage(s) $116,714 ($197) (0.17%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $541,950 ($1,024) (0.19%)
Net Worth $2,694,251 $140,356 5.50%
*All values shown in USD ($)
Notes:
Wife was laid off but received 4 month severance.

We've also been moving our cash from a high interest savings, Ally @ 3.75%, account to a Vanguard money market fund, VUSXX @ 4.63%.

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