MidwesternJD's Net Worth for March 2021


Assets Value Change ($) Change (%)
Cash $4,350 ($2,550) (36.96%)
Stocks $37,393 $1,118 3.08%
Bonds $387 $7 1.84%
Annuities $0 - -
Retirement $659,591 $8,291 1.27%
Home $250,000 - -
Other Real Estate $125,000 - -
Cars $21,500 - -
Personal Property $0 - -
Other Assets $53,000 ($1,200) (2.21%)
$1,151,221 $5,666 0.49%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $141,026 - -
Other Mortgage(s) $87,815 ($138) (0.16%)
Student Loans $0 - -
Credit Cards $941 ($4,759) (83.49%)
Car Loans $11,616 ($530) (4.36%)
Other Debts $26,447 $2,516 10.51%
Total Debts $267,845 ($2,911) (1.08%)
Net Worth $883,376 $8,577 0.98%
*All values shown in USD ($)
Notes:
As of 3/1/21.

Stocks = 529
Bonds = Taxable
Other assets = HSA

Other debts = HELOC

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