MidwesternJD's Net Worth for July 2020


Assets Value Change ($) Change (%)
Cash $5,500 $800 17.02%
Stocks $27,276 $2,114 8.40%
Bonds $2,859 ($111) (3.74%)
Annuities $0 - -
Retirement $503,724 $16,174 3.32%
Home $250,000 - -
Other Real Estate $0 - -
Cars $22,000 - -
Personal Property $0 - -
Other Assets $49,480 $311 0.63%
$860,839 $19,288 2.29%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $142,968 ($274) (0.19%)
Other Mortgage(s) $0 - -
Student Loans $159,870 - -
Credit Cards $650 $119 22.41%
Car Loans $15,812 ($516) (3.16%)
Other Debts $0 - -
Total Debts $319,300 ($671) (0.21%)
Net Worth $541,539 $19,959 3.83%
*All values shown in USD ($)
Notes:
As of July 9, 2020

Bonds = taxable
Other = HSA
Stocks = 529

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