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UTex08's
Net Worth for June 2023
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Assets
Value
Change ($)
Change (%)
Cash
$439,528
($3,776)
(0.85%)
Stocks
$377,485
$19,086
5.33%
Bonds
$0
-
-
Annuities
$0
-
-
Retirement
$1,215,440
$67,981
5.92%
Home
$800,000
-
-
Other Real Estate
$343,000
-
-
Cars
$46,500
-
-
Personal Property
$0
-
-
Kids 529 College Savings
$101,984
$8,777
9.42%
Total Assets
$3,323,937
$92,068
2.85%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$423,574
($832)
(0.20%)
Other Mortgage(s)
$116,316
($199)
(0.17%)
Student Loans
$0
-
-
Credit Cards
$0
-
-
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$539,890
($1,031)
(0.19%)
Net Worth
$2,784,047
$93,099
3.46%
*
All values shown in USD ($)
Notes:
The fed paused on the rate hikes this cycle so the market jumped up a bit.
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