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tcu2003's
Net Worth for May 2021
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Assets
Value
Change ($)
Change (%)
Cash
$143,575
$4,551
3.27%
Stocks
$5,475
$81
1.50%
Bonds
$63,385
($119)
(0.19%)
Annuities
$0
-
-
Retirement
$1,797,771
$834
0.05%
Home
$512,700
$84,750
19.80%
Other Real Estate
$0
-
-
Cars
$0
-
-
Personal Property
$0
-
-
Other Assets
$0
($208,770)
-
Company Stock
$208,770
$208,770
-
Total Assets
$2,731,676
$90,097
3.41%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$0
-
-
Other Mortgage(s)
$0
-
-
Student Loans
$0
-
-
Credit Cards
$0
-
-
Car Loans
$0
-
-
Other Debts
$0
($174,776)
-
Company Stock Loan
$174,776
$174,776
-
Total Debts
$174,776
-
-
Net Worth
$2,556,900
$90,097
3.65%
*
All values shown in USD ($)
Notes:
Bonds = kiddos' 529 investments (mutual funds, but easy way to track)
We partially won our house appraisal appeal this month, so after ignoring the gains for the last 7 years, I included them, which explains the significant jump in our home value.
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