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UTex08's
Net Worth for April 2023
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Assets
Value
Change ($)
Change (%)
Cash
$439,302
$29,063
7.08%
Stocks
$360,536
$42,915
13.51%
Bonds
$0
-
-
Annuities
$0
-
-
Retirement
$1,153,119
$60,660
5.55%
Home
$800,000
-
-
Other Real Estate
$343,000
-
-
Cars
$46,500
-
-
Personal Property
$0
-
-
Kids 529 College Savings
$93,744
$6,694
7.69%
Total Assets
$3,236,201
$139,332
4.50%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$425,236
($827)
(0.19%)
Other Mortgage(s)
$116,714
($197)
(0.17%)
Student Loans
$0
-
-
Credit Cards
$0
-
-
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$541,950
($1,024)
(0.19%)
Net Worth
$2,694,251
$140,356
5.50%
*
All values shown in USD ($)
Notes:
Wife was laid off but received 4 month severance.
We've also been moving our cash from a high interest savings, Ally @ 3.75%, account to a Vanguard money market fund, VUSXX @ 4.63%.
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