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tcu2003's
Net Worth for December 2021
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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
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Retirement
$2,004,394
$56,780
2.92%
Home
$512,700
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Other Real Estate
$0
-
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Cars
$0
-
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Personal Property
$0
-
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Other Assets
$0
-
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Company Stock
$0
($214,500)
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Total Assets
$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
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Other Debts
$0
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Company Stock Loan
$0
($174,776)
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Total Debts
$0
($174,776)
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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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