MidwesternJD's Net Worth for July 2018


Assets Value Change ($) Change (%)
Cash $3,764 ($829) (18.05%)
Stocks $14,143 $346 2.51%
Bonds $2,516 ($85) (3.27%)
Annuities $0 - -
Retirement $369,358 $5,249 1.44%
Home $250,000 - -
Other Real Estate $0 - -
Cars $6,000 - -
Personal Property $0 - -
Other Assets $30,441 $702 2.36%
$676,222 $5,383 0.80%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $149,325 ($509) (0.34%)
Other Mortgage(s) $2,510 ($740) (22.77%)
Student Loans $149,500 $500 0.34%
Credit Cards $2,257 $149 7.07%
Car Loans $4,504 ($260) (5.46%)
Other Debts $0 - -
Total Debts $308,096 ($860) (0.28%)
Net Worth $368,126 $6,243 1.73%
*All values shown in USD ($)
Notes:
"Stocks" - DD's 529
"Bonds" - taxable account
"Other" - HSA
"Other mortgage" = HELOC

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