UTex08's Net Worth for March 2024


Assets Value Change ($) Change (%)
Cash $454,638 $5,770 1.29%
Stocks $505,263 $14,708 3.00%
Bonds $0 - -
Annuities $0 - -
Retirement $1,504,018 $34,335 2.34%
Home $800,000 - -
Other Real Estate $355,000 - -
Cars $30,000 - -
Personal Property $0 - -
Kids 529 College Savings $136,548 $6,356 4.88%
$3,785,467 $61,169 1.64%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $415,989 ($852) (0.20%)
Other Mortgage(s) $114,499 ($204) (0.18%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $530,488 ($1,056) (0.20%)
Net Worth $3,254,979 $62,225 1.95%
*All values shown in USD ($)
Notes:
My 401k is maxed out for the year. Will now focus on finishing maxing out my wife's. Then onto other non-tax sheltered investments.

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