0000HiltonHead's Net Worth for September 2019


Assets Value Change ($) Change (%)
Cash $183,116 $9,488 5.46%
401K $823,529 $7,819 0.96%
HSA $0 - -
Annuities $85,621 - -
IRA-Pension-Crypto $828,760 $16,132 1.99%
Warehouse $600,000 - -
Home $600,000 - -
Vacation Home $40,000 - -
Business Value $500,000 - -
Personal Property $20,000 - -
$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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