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sustainablesavings'
Net Worth for May 2023
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Assets
Value
Change ($)
Change (%)
Cash
$25,000
($24,131)
(49.12%)
Stocks
$288,893
$54,286
23.14%
Bonds
$0
($2,624)
-
Annuities
$0
-
-
Retirement
$1,402,011
$567,418
67.99%
Home
$0
-
-
Other Real Estate
$969
$969
-
Cars
$0
-
-
Personal Property
$0
-
-
Other Assets
$141,278
$33,578
31.18%
Total Assets
$1,858,151
$629,496
51.23%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$0
-
-
Other Mortgage(s)
$0
-
-
Student Loans
$0
-
-
Credit Cards
$25,000
$25,000
-
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$25,000
$25,000
-
Net Worth
$1,833,151
$604,496
49.20%
*
All values shown in USD ($)
Notes:
All CC at 0% and offsetting balances kept in cash
Stocks are all classes of taxable investments
Other Real Estate is a crowdsourced RE investment account
Other assets are the kids' 529s
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