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UTex08's
Net Worth for January 2024
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Assets
Value
Change ($)
Change (%)
Cash
$452,454
$5,531
1.24%
Stocks
$483,426
($6,192)
(1.26%)
Bonds
$0
-
-
Annuities
$0
-
-
Retirement
$1,371,419
$34,432
2.58%
Home
$800,000
-
-
Other Real Estate
$355,000
$12,000
3.50%
Cars
$30,000
($16,500)
(35.48%)
Personal Property
$0
-
-
Kids 529 College Savings
$125,043
$3,285
2.70%
Total Assets
$3,617,342
$32,556
0.91%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$417,690
($847)
(0.20%)
Other Mortgage(s)
$114,907
($203)
(0.18%)
Student Loans
$0
-
-
Credit Cards
$0
-
-
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$532,597
($1,050)
(0.20%)
Net Worth
$3,084,745
$33,606
1.10%
*
All values shown in USD ($)
Notes:
Backdoor Roth IRA's funded for the year. Next target are the 401k's.
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