UTex08's Net Worth for June 2020


Assets Value Change ($) Change (%)
Cash $61,918 $4,433 7.71%
Stocks $176,639 $10,484 6.31%
Bonds $0 - -
Annuities $0 - -
Retirement $688,914 $48,775 7.62%
Home $660,000 - -
Other Real Estate $196,000 - -
Cars $43,450 - -
Personal Property $0 - -
Kids 529 College Savings $26,366 $3,130 13.47%
$1,853,287 $66,822 3.74%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $452,200 $8,190 1.84%
Other Mortgage(s) $58,366 ($414) (0.70%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $510,566 $7,776 1.55%
Net Worth $1,342,721 $59,046 4.60%
*All values shown in USD ($)
Notes:
Refinanced our primary residence with a 30 year fixed rate 3.125% mortgage.

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