0000HiltonHead's Net Worth for August 2019


Assets Value Change ($) Change (%)
Cash $173,628 $31,315 22.00%
Stocks $815,710 $21,412 2.70%
Bonds $0 - -
Annuities $85,621 $770 0.91%
Retirement $812,628 $9,082 1.13%
Home $600,000 - -
Other Real Estate $600,000 - -
Cars $40,000 ($5,000) (11.11%)
Personal Property $20,000 - -
Other $500,000 - -
$3,647,587 $57,579 1.60%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $378,544 ($1,838) (0.48%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $378,544 ($1,838) (0.48%)
Net Worth $3,269,043 $59,417 1.85%
*All values shown in USD ($)
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

8/29/2019 3:08:13 PM JoshPE
Very impressive!