Net Worth

SL
9 / 11 accounts included

Your net worth

$412,864.19

+$31,207.48 (+8.2%) 6 month change
NovDecJan 2026FebMar

Accounts

Assets +$28,940.12 (+6.4%) 6mo change $481,302.75
Savings
3 accounts
 +$4,318.60 (+7.1%) 6mo change $65,204.31
Investments
4 accounts
 +$21,845.90 (+9.8%) 6mo change $244,873.44
Debt −$2,267.36 (−3.2%) 6mo change $68,438.56

Debt to asset ratio

14.2%

You owe 14.2¢ for every dollar you own. Anything under 30% is generally considered comfortable for a household your size.

Breakdown

Brokerage & retirement$244,873.44
Property equity$171,225.00
Cash & savings$65,204.31
Loans & credit−$68,438.56