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0000HiltonHead's
Net Worth for September 2019
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Assets
Value
Change ($)
Change (%)
Cash
$183,116
$9,488
5.46%
401K
$823,529
$7,819
0.96%
HSA
$0
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Annuities
$85,621
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IRA-Pension-Crypto
$828,760
$16,132
1.99%
Warehouse
$600,000
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-
Home
$600,000
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Vacation Home
$40,000
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Business Value
$500,000
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-
Personal Property
$20,000
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Total Assets
$3,681,026
$33,439
0.92%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$376,701
($1,843)
(0.49%)
Total Debts
$376,701
($1,843)
(0.49%)
Net Worth
$3,304,325
$35,282
1.08%
*
All values shown in USD ($)
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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