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Beerguy's
Net Worth for July 2018
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Assets
Value
Change ($)
Change (%)
Cash
$34,638
($3,162)
(8.37%)
Stocks
$103,661
$2,609
2.58%
CQ IRA
$332,051
$6,725
2.07%
DQ Roth
$117,868
$1,551
1.33%
DQ IRA
$100,265
$1,310
1.32%
CQ Roth
$121,831
$1,591
1.32%
Home (Zillow)
$350,500
-
-
Cars
$55,000
-
-
Life Insurance
$0
-
-
Personal Property
$233,748
$3,065
1.33%
Total Assets
$1,449,562
$13,689
0.95%
Debts
Value
Change ($)
Change (%)
Credit Cards
$3,375
($2,825)
(45.56%)
Car Loans
$0
-
-
Home Mortgage(s)
$78,311
($1,586)
(1.99%)
Other Mortgage(s)
$0
-
-
Total Debts
$81,686
($4,411)
(5.12%)
Net Worth
$1,367,876
$18,100
1.34%
*
All values shown in USD ($)
Notes:
Reused asset classes. Bonds= Her Roth Annuities= her 401k Retirement= my 401k Other assets= PV of pension Cars = Car & Personal property & Life ins PP= rollover IRA Other RE = My Roth
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