MidwesternJD's Net Worth for July 2021


Assets Value Change ($) Change (%)
Cash $5,100 $2,300 82.14%
Stocks $41,506 $859 2.11%
Bonds $394 $3 0.77%
Annuities $0 - -
Retirement $729,953 $15,810 2.21%
Home $280,000 $10,000 3.70%
Other Real Estate $155,000 $5,000 3.33%
Cars $22,000 - -
Personal Property $0 - -
Other Assets $52,600 - -
$1,286,553 $33,972 2.71%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $139,897 ($283) (0.20%)
Other Mortgage(s) $87,259 ($140) (0.16%)
Student Loans $0 - -
Credit Cards $4,500 $1,900 73.08%
Car Loans $9,468 ($539) (5.39%)
Other Debts $23,316 ($1,046) (4.29%)
Total Debts $264,440 ($108) (0.04%)
Net Worth $1,022,113 $34,080 3.45%
*All values shown in USD ($)
Notes:
As of 6/26/21. Hit a milestone this month! (Like most, it was more anticlimactic than expected--LOL). Still basing home values on average of Zillow/Redfin estimates.

Stocks = 529
Bonds = taxable
Other real estate = rental
Other assets = HSA

Other mortgage = rental
Other debts = HELOC

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