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cbusguy's
Net Worth for April 2023
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Assets
Value
Change ($)
Change (%)
Cash
$34,752
($5,880)
(14.47%)
Brokerage Account
$338,718
$9,359
2.84%
Retirement
$462,886
$5,455
1.19%
Roth Retirement
$138,849
($28)
(0.02%)
Pension Account Value
$450,649
$2,798
0.62%
529 Account
$14,997
$152
1.02%
Home
$460,000
$11,000
2.45%
Cars
$16,000
-
-
Personal Property
$10,000
-
-
Total Assets
$1,926,851
$22,856
1.20%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$183,152
($520)
(0.28%)
Credit Cards
$2,488
($187)
(6.99%)
Car Loans
$0
-
-
Other Debts
$0
-
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Total Debts
$185,640
($707)
(0.38%)
Net Worth
$1,741,211
$23,563
1.37%
*
All values shown in USD ($)
Notes:
Keeping less cash in savings accounts and more in my brokerage account because of higher yields.
All credit cards paid off in full monthly.
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