UTex08's Net Worth for September 2021


Assets Value Change ($) Change (%)
Cash $171,510 $11,966 7.50%
Stocks $284,549 $31,532 12.46%
Bonds $0 - -
Annuities $0 - -
Retirement $1,125,477 ($380) (0.03%)
Home $695,000 - -
Other Real Estate $211,000 - -
Cars $35,000 - -
Personal Property $0 - -
Kids 529 College Savings $59,320 $2,043 3.57%
$2,581,856 $45,161 1.78%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $440,597 ($788) (0.18%)
Other Mortgage(s) $51,946 ($440) (0.84%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $492,543 ($1,228) (0.25%)
Net Worth $2,089,313 $46,389 2.27%
*All values shown in USD ($)
Notes:
New baby born this month. Started a 529 plan for him. Will keep total of both 529 plans listed in other assets.

Still building cash pile for new home purchase in spring/early summer 2022.

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