azphx1972's Net Worth for July 2023


Assets Value Change ($) Change (%)
Cash $180,140 $3,870 2.20%
Stocks $819,530 $28,140 3.56%
Bonds $10,000 - -
Retirement $2,073,140 $93,980 4.75%
Home $500,000 - -
Other Real Estate $0 - -
Cars $150,000 - -
Personal Property $0 - -
HSA $40,160 $1,650 4.28%
Other Assets $9,720 $410 4.40%
$3,782,690 $128,050 3.50%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $457,930 ($910) (0.20%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $13,030 $1,210 10.24%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $470,960 $300 0.06%
Net Worth $3,311,730 $127,750 4.01%
*All values shown in USD ($)
Notes:
Pleasantly surprised to learn that I'm fully vested in my current 401k plan (6 months sooner than expected). Also, net worth is at a new record thanks mostly to market recovery.

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