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FatStacks'
Net Worth for October 2023
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Assets
Value
Change ($)
Change (%)
Cash
$6,229
($336)
(5.12%)
Stocks
$66
$10
17.86%
Company equity
$35,625
-
-
HSA
$17,612
$184
1.06%
Cars
$50,438
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-
Home
$210,000
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-
Cryptocurrency
$18,804
$2,404
14.66%
Roth IRA
$215
($5)
(2.27%)
401k - Traditional
$300,914
($12,367)
(3.95%)
401k - Roth
$21,305
($940)
(4.23%)
401k - Trad. (spouse)
$17,851
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Profit Sharing (spouse)
$53,829
($1,491)
(2.70%)
Boat
$58,200
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-
Total Assets
$791,088
($12,541)
(1.56%)
Debts
Value
Change ($)
Change (%)
Home Mortgage (15yr 3%)
$106,505
($646)
(0.60%)
Student Loans (2.8%)
$3,626
($135)
(3.59%)
CC (0% pay off evry mnth)
$495
($140)
(22.05%)
Car Loan (72mo 3.82%)
$44,742
($845)
(1.85%)
Furniture (0%)
$2,217
($118)
(5.05%)
HELOC (8.25%)
$46,400
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Total Debts
$203,985
($1,884)
(0.92%)
Net Worth
$587,103
($10,657)
(1.78%)
*
All values shown in USD ($)
Notes:
Home Improvement costs (part 1 of 2) this month for ~$3600.
Side work (+$2000) covered a portion of this.
529: $58,143
FICO: 891
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