0000HiltonHead's Net Worth for July 2019


Assets Value Change ($) Change (%)
Cash $142,313 $11,156 8.51%
401K $794,298 $21,017 2.72%
HSA $0 - -
Annuities $84,851 $84,851 -
IRA-Pension-Crypto $803,546 $46,075 6.08%
Warehouse $600,000 - -
Home $600,000 - -
Vacation Home $45,000 - -
Business Value $500,000 - -
Personal Property $20,000 - -
$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

Comments