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yoyoma02's
Net Worth for May 2023
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Assets
Value
Change ($)
Change (%)
Cash
$180,879
$15,084
9.10%
Stocks
$226,403
$1,016
0.45%
Bonds
$10,320
-
-
Annuities
$0
-
-
Retirement
$349,809
$10,731
3.16%
Home
$775,000
$5,000
0.65%
Other Real Estate
$0
-
-
Cars
$37,000
($1,000)
(2.63%)
Personal Property
$0
-
-
Other Assets
$40,819
$487
1.21%
Total Assets
$1,620,230
$31,318
1.97%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$373,285
($757)
(0.20%)
Other Mortgage(s)
$0
-
-
Student Loans
$62,500
$31,250
100.00%
Credit Cards
$267
($535)
(66.71%)
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$436,052
$29,958
7.38%
Net Worth
$1,184,178
$1,360
0.11%
*
All values shown in USD ($)
Notes:
"Stocks" include individual stocks, load and non-loaded mutual funds. Included HSA and 529 College fund under "other."
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