0000HiltonHead's Net Worth for October 2019


Assets Value Change ($) Change (%)
Cash $276,287 $93,171 50.88%
401K $846,814 $23,285 2.83%
HSA $0 - -
Annuities $86,890 $1,269 1.48%
IRA-Pension-Crypto $849,894 $21,134 2.55%
Warehouse $600,000 - -
Home $600,000 - -
Vacation Home $40,000 - -
Business Value $500,000 - -
Personal Property $20,000 - -
$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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