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azphx1972's
Net Worth for July 2023
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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%
Total Assets
$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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