tcu2003's Net Worth for December 2021


Assets Value Change ($) Change (%)
Cash $271,653 $90,859 50.26%
Stocks $5,908 $244 4.31%
Bonds $83,334 $6,669 8.70%
Annuities $0 - -
Retirement $2,004,394 $56,780 2.92%
Home $512,700 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $0 - -
Company Stock $0 ($214,500) -
$2,877,989 ($59,948) (2.04%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Company Stock Loan $0 ($174,776) -
Total Debts $0 ($174,776) -
Net Worth $2,877,989 $114,828 4.16%
*All values shown in USD ($)
Notes:
Bonds = kiddos' 529 investments (mutual funds, but easy way to track)

Company transitioned to an ESOP, so my stock had to be liquidated, hence the large cash amounts. Still figuring out what we're doing with that, so for now it sits.

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