MidwesternJD's Net Worth for June 2018


Assets Value Change ($) Change (%)
Cash $4,593 ($597) (11.50%)
Stocks $13,797 $573 4.33%
Bonds $2,601 $116 4.67%
Annuities $0 - -
Retirement $364,109 $10,133 2.86%
Home $250,000 - -
Other Real Estate $0 - -
Cars $6,000 - -
Personal Property $0 - -
Other Assets $29,739 $163 0.55%
$670,839 $10,388 1.57%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $149,834 ($253) (0.17%)
Other Mortgage(s) $3,250 $3,250 -
Student Loans $149,000 $500 0.34%
Credit Cards $2,108 $573 37.33%
Car Loans $4,764 ($258) (5.14%)
Other Debts $0 - -
Total Debts $308,956 $3,812 1.25%
Net Worth $361,883 $6,576 1.85%
*All values shown in USD ($)
Notes:
"Stocks" - DD's 529
"Bonds" - taxable account
"Other" - HSA
"Other mortgage" = HELOC [new a/c in May :-( ]

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