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UTex08's
Net Worth for May 2024
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Assets
Value
Change ($)
Change (%)
Cash
$461,415
($2,718)
(0.59%)
Stocks
$558,095
$32,760
6.24%
Bonds
$0
-
-
Annuities
$0
-
-
Retirement
$1,546,149
$61,408
4.14%
Home
$800,000
-
-
Other Real Estate
$355,000
-
-
Cars
$30,000
-
-
Personal Property
$0
-
-
Kids 529 College Savings
$143,932
$6,381
4.64%
Total Assets
$3,894,591
$97,831
2.58%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$414,279
($856)
(0.21%)
Other Mortgage(s)
$114,088
($206)
(0.18%)
Student Loans
$0
-
-
Credit Cards
$0
-
-
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$528,367
($1,062)
(0.20%)
Net Worth
$3,366,224
$98,893
3.03%
*
All values shown in USD ($)
Notes:
Calm before the storm of moving... We've had an offer accepted on a new house. Close on 5/23 and will be moving in July. Not excited to go from a 3.15% rate to 7.25% but the new place is much better equipped for our family.
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