| Cash |
$28,336 |
$13,088 |
85.83 % |
| Stocks |
$737,754 |
$87,584 |
13.47 % |
| Bonds |
$0 |
$0 |
- |
| Annuities |
$0 |
$0 |
- |
| Retirement |
$328,175 |
$40,163 |
13.94 % |
| Home |
$525,000 |
$0 |
0.00 % |
| Other Real Estate |
$80,000 |
$0 |
0.00 % |
| Cars |
$20,000 |
$0 |
0.00 % |
| Personal Property |
$0 |
$0 |
- |
| Other |
$0 |
$0 |
- |
| Total Assets |
$1,719,265 |
$140,835 |
8.92 % |
|
| Home Mortgage(s) |
$225,000 |
$0 |
0.00 % |
| Other Mortgage(s) |
$0 |
$0 |
- |
| Student Loans |
$0 |
$0 |
- |
| Credit Card |
$2,000 |
($2,000) |
-50.00 % |
| Car Loans |
$0 |
$0 |
- |
| Other |
$0 |
$0 |
- |
| Total Debts |
$227,000 |
($2,000) |
-0.87 % |
| |
| Net Worth |
$1,492,265 |
$142,835 |
10.58 % |
|
