0000HiltonHead's Net Worth for February 2020


Assets Value Change ($) Change (%)
Cash $274,325 $4,846 1.80%
401K $309,657 $8,426 2.80%
HSA $32,301 $453 1.42%
IRA-Pension-Crypto $1,658,997 $24,320 1.49%
Warehouse $600,000 - -
Home $600,000 - -
Vacation Home $40,000 - -
Business Value $500,000 - -
Personal Property $20,000 - -
$4,035,280 $38,045 0.95%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $365,028 ($880) (0.24%)
Total Debts $365,028 ($880) (0.24%)
Net Worth $3,670,252 $38,925 1.07%
*All values shown in USD ($)
Notes:
STOCKS is Company 401K Plan
BONDS is Health Savings Account
RETIREMENT includes IRAs, After Tax Brokerage, Defined Benefit Plan, 529 Plan; 70/30 Allocation
OTHER REAL ESTATE is Commercial Warehouse/Vac Home both paid off
OTHER ASSETS is conservative business value.

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