MidwesternJD's Net Worth for September 2024


Assets Value Change ($) Change (%)
Cash $6,000 - -
Stocks $74,097 $3,227 4.55%
Bonds $527 $32 6.46%
Annuities $270,000 - -
Retirement $1,127,244 $33,039 3.02%
Home $445,000 $45,000 11.25%
Other Real Estate $160,000 - -
Cars $25,000 ($5,000) (16.67%)
Personal Property $5,000 - -
Other Assets $65,327 $27 0.04%
$2,178,195 $76,325 3.63%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $128,468 ($317) (0.25%)
Other Mortgage(s) $80,985 ($130) (0.16%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $209,453 ($447) (0.21%)
Net Worth $1,968,742 $76,772 4.06%
*All values shown in USD ($)
Notes:
Stocks = 529
Bonds = taxable
Annuities = pension
Other assets = HSA

Updated home and car values.

As of 9/1/24

Comments