My Personal Financials

4/30/20203/31/2020% Change
Assets
Cash and Investments
Physical Cash
1,8411,813
Checking Accounts
6,3146,471
Savings Accounts7,1216,063
Total Cash
15,27614,3476.48%
Taxable Investments
Vanguard Brokerage
25,76024,288
Robinhood Brokerage
2,7253,353
JP Morgan Brokerage
18,05417,076
Fundrise
2,5962,592
Total Taxable Investments
49,13447,3103.86%
Real Property
House (Cost)
140,000140,000
Total Real Property
140,000140,000
Retirement Accounts and Other Assets
Vanguard 401(k)
52,36744,947
Vanguard IRA
9,0768,204
Vanguard Roth IRA
34,72430,756
HSA Account
8,5797,609
Unreimbursed Work Expenses
0111
Total Retirement and Other
104,74691,62514.32%
Total Assets
309,157293,2825.41%
Liabilities
Current Liabilities
Credit Card Debt
5,1602,92076.76%
LT Liabilites
Home Loan
32,46533,465-2.99%
Total Liabilities
37,62536,3853.41%
Net Worth
271,531256,8985.70%

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