0000HiltonHead's Net Worth for October 2020


Assets Value Change ($) Change (%)
Cash $480,772 $48,126 11.12%
401K $341,508 $6,871 2.05%
HSA $42,873 $676 1.60%
IRA-Pension-Crypto $1,665,928 $1,054 0.06%
Warehouse $600,000 - -
Home $1,100,000 - -
Vacation Home $40,000 - -
Business Value $500,000 - -
Personal Property $20,000 - -
$4,791,081 $56,727 1.20%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $849,314 ($2,686) (0.32%)
Total Debts $849,314 ($2,686) (0.32%)
Net Worth $3,941,767 $59,413 1.53%
*All values shown in USD ($)
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

Comments