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0000HiltonHead's
Net Worth for October 2019
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Assets
Value
Change ($)
Change (%)
Cash
$276,287
$93,171
50.88%
401K
$846,814
$23,285
2.83%
HSA
$0
-
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Annuities
$86,890
$1,269
1.48%
IRA-Pension-Crypto
$849,894
$21,134
2.55%
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
$3,819,885
$138,859
3.77%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$373,999
($2,702)
(0.72%)
Total Debts
$373,999
($2,702)
(0.72%)
Net Worth
$3,445,886
$141,561
4.28%
*
All values shown in USD ($)
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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