orthokneepa's Net Worth for August 2023


Assets Value Change ($) Change (%)
Cash $5,962 ($63,235) (91.38%)
Stocks $962,654 $139,363 16.93%
Annuities $0 - -
Retirement $1,634,799 $355,226 27.76%
Home $905,000 $35,000 4.02%
Other Real Estate $0 ($10,000) -
Cars $50,967 ($1,717) (3.26%)
Personal Property $49,600 - -
Other Assets $0 - -
Rental Property $435,000 $70,000 19.18%
Custodial accounts $54,172 $9,302 20.73%
529 account $152,297 $15,400 11.25%
HSA account $40,962 $6,982 20.55%
rental property checking $7,311 $7,311 -
$4,298,724 $563,632 15.09%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $123,396 ($1,524) (1.22%)
Other Mortgage(s) $265,255 ($995) (0.37%)
Student Loans $9,810 ($322) (3.18%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $398,461 ($2,841) (0.71%)
Net Worth $3,900,263 $566,473 16.99%
*All values shown in USD ($)
Notes:

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