| Cash |
$109,000 |
($26,000) |
-19.26 % |
| Stocks |
$599,000 |
($18,000) |
-2.92 % |
| Bonds |
$1,627,500 |
$0 |
0.00 % |
| Annuities |
$0 |
$0 |
- |
| Retirement |
$427,000 |
$2,000 |
0.47 % |
| Home |
$2,207,000 |
$50,000 |
2.32 % |
| Other Real Estate |
$0 |
$0 |
- |
| Cars |
$20,000 |
$0 |
0.00 % |
| Personal Property |
$70,000 |
$0 |
0.00 % |
| Other |
$301,000 |
$4,000 |
1.35 % |
| Total Assets |
$5,360,500 |
$12,000 |
0.22 % |
|
| Home Mortgage(s) |
$1,780,000 |
$0 |
0.00 % |
| Other Mortgage(s) |
$0 |
$0 |
- |
| Student Loans |
$0 |
$0 |
- |
| Credit Card |
$0 |
$0 |
- |
| Car Loans |
$0 |
$0 |
- |
| Other |
$370,000 |
($31,600) |
-7.87 % |
| Total Debts |
$2,150,000 |
($31,600) |
-1.45 % |
| |
| Net Worth |
$3,210,500 |
$43,600 |
1.38 % |
|
