tcu2003's Net Worth for June 2022


Assets Value Change ($) Change (%)
Cash $219,687 ($765) (0.35%)
Stocks $14,400 $2,148 17.53%
Bonds $69,844 ($6,663) (8.71%)
Annuities $0 - -
Retirement $1,533,789 ($137,481) (8.23%)
Home $512,700 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $0 - -
Company Stock $0 - -
$2,350,420 ($142,761) (5.73%)
 
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 - -
Total Debts $0 - -
Net Worth $2,350,420 ($142,761) (5.73%)
*All values shown in USD ($)
Notes:
Bonds = kiddos' 529 investments (mutual funds, but easy way to track)

Stock market is down this month (again); moved a small amount of cash over to stocks

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