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0000HiltonHead's
Net Worth for July 2019
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Assets
Value
Change ($)
Change (%)
Cash
$142,313
$11,156
8.51%
401K
$794,298
$21,017
2.72%
HSA
$0
-
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Annuities
$84,851
$84,851
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IRA-Pension-Crypto
$803,546
$46,075
6.08%
Warehouse
$600,000
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-
Home
$600,000
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Vacation Home
$45,000
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Business Value
$500,000
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Personal Property
$20,000
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Total Assets
$3,590,008
$163,099
4.76%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$380,382
($3,215)
(0.84%)
Total Debts
$380,382
($3,215)
(0.84%)
Net Worth
$3,209,626
$166,314
5.46%
*
All values shown in USD ($)
Notes:
Annuities +-85K in 529
Stocks is a MIX of STOCKS, BONDS and T-BILLS in Brokerage
Retirement is 401K, Sep-IRA and HSA
Other RE is Commercial Prop/Vac Prop both paid off
Other assets is conservative business value
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