cbusguy's Net Worth for August 2022


Assets Value Change ($) Change (%)
Cash $42,971 ($13,185) (23.48%)
Brokerage Account $316,382 $10,789 3.53%
Retirement $459,382 ($29,585) (6.05%)
Roth Retirement $129,289 $54 0.04%
Pension Account Value $427,168 $16,530 4.03%
529 Account $15,012 ($146) (0.96%)
Home $449,000 - -
Cars $21,000 - -
Personal Property $10,000 - -
$1,870,204 ($15,543) (0.82%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $186,764 ($3,538) (1.86%)
Credit Cards $1,291 ($1,408) (52.17%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $188,055 ($4,946) (2.56%)
Net Worth $1,682,149 ($10,597) (0.63%)
*All values shown in USD ($)
Notes:
Net worth has rebounded from a decrease to $1.57 million in June. With higher money market mutual fund yields, I have less cash in my savings accounts and more in my brokerage account.

All credit card debt paid off in full monthly.

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