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cloudcaster's
Net Worth for July 2023
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Assets
Value
Change ($)
Change (%)
Taxable
$339,476
$17,454
5.42%
Tax Deferred
$1,623,215
$12,938
0.80%
Tax Free
$463,752
$2,882
0.63%
Home
$475,000
-
-
4x Cars
$40,000
-
-
529 Accounts
$86,036
($7,526)
(8.04%)
Total Assets
$3,027,479
$25,748
0.86%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$39,316
($9,300)
(19.13%)
Student Loans
$0
-
-
Credit Cards
$0
-
-
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$39,316
($9,300)
(19.13%)
Net Worth
$2,988,163
$35,048
1.19%
*
All values shown in USD ($)
Notes:
Stocks 12% / Bonds 88% - clearly, I'm a terrible market timer.
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