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bornbelgian's
Net Worth for March 2020
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Assets
Value
Change ($)
Change (%)
Cash
$94,700
$18,200
23.79%
Stocks
$104,200
($13,200)
(11.24%)
HSA
$11,200
($2,600)
(18.84%)
Retirement
$1,028,800
($159,300)
(13.41%)
Home
$781,000
$10,300
1.34%
Cars
$81,000
-
-
529s
$164,700
($10,800)
(6.15%)
Total Assets
$2,265,600
($157,400)
(6.50%)
Debts
Value
Change ($)
Change (%)
Mortgage (15yr - 2.5%)
$424,600
-
-
Credit Cards
$12,400
($7,400)
(37.37%)
Car Loan (5yr - 0.9%)
$0
-
-
Total Debts
$437,000
($7,400)
(1.67%)
Net Worth
$1,828,600
($150,000)
(7.58%)
*
All values shown in USD ($)
Notes:
Annuities = HSA investment account; Other = 529s. Credit card paid in full every month.
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