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jbmil's
Net Worth for December 2023
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Assets
Value
Change ($)
Change (%)
Cash
$38,500
($2,230)
(5.48%)
Stocks
$887,750
$25,230
2.93%
Bonds
$5,460
-
-
Home
$654,000
-
-
Cars
$12,400
$2,400
24.00%
Other Real Estate
$44,550
($540)
(1.20%)
Personal Property
$0
-
-
Crypto
$1,000
$200
25.00%
ESPP
$0
-
-
Retirement
$1,143,950
$62,700
5.80%
529s
$76,050
$3,950
5.48%
HSA
$11,000
$500
4.76%
Total Assets
$2,874,660
$92,210
3.31%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$196,390
($1,910)
(0.96%)
Credit Cards
$5,690
($2,310)
(28.88%)
Car Loans
$0
-
-
Car Leases
$2,210
($738)
(25.03%)
Other Debts
$0
-
-
Total Debts
$204,290
($4,958)
(2.37%)
Net Worth
$2,670,370
$97,168
3.78%
*
All values shown in USD ($)
Notes:
12.15: 461%, 755.7K
12.31: 478%, 771.9K
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