MidwesternJD's Net Worth for July 2019


Assets Value Change ($) Change (%)
Cash $3,335 $85 2.62%
Stocks $20,685 $382 1.88%
Bonds $2,878 $60 2.13%
Annuities $0 - -
Retirement $435,904 $9,802 2.30%
Home $250,000 - -
Other Real Estate $0 - -
Cars $30,000 - -
Personal Property $0 - -
Other Assets $40,611 $1,151 2.92%
$783,413 $11,480 1.49%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $146,204 ($264) (0.18%)
Other Mortgage(s) $0 - -
Student Loans $156,000 $1,000 0.65%
Credit Cards $1,166 ($472) (28.82%)
Car Loans $21,550 ($590) (2.66%)
Other Debts $0 - -
Total Debts $324,920 ($326) (0.10%)
Net Worth $458,493 $11,806 2.64%
*All values shown in USD ($)
Notes:
As of 7/12/19.

Stocks = DD 529
Bonds = Taxable
Other = HSA

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