0000HiltonHead's Net Worth for March 2021


Assets Value Change ($) Change (%)
Cash $485,858 $29,014 6.35%
401K $424,864 ($4,700) (1.09%)
HSA $48,012 ($627) (1.29%)
IRA-Pension-Crypto $1,930,757 $611 0.03%
Warehouse $650,000 - -
Home $1,100,000 - -
Vacation Home $40,000 - -
Business Value $500,000 - -
Personal Property $20,000 - -
$5,199,491 $24,298 0.47%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $842,531 ($1,454) (0.17%)
Total Debts $842,531 ($1,454) (0.17%)
Net Worth $4,356,960 $25,752 0.59%
*All values shown in USD ($)
Notes:
STOCKS is Company 401K Plan
BONDS is Health Savings Account
RETIREMENT includes IRAs, After Tax Brokerage, Defined Benefit Plan, crypto, 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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