Steady Wealth

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Accounts

All tracked accounts

Assets

$1,638,186
Real Estate
$1,005,000

Primary Residence

—

$620,000

Rental Property

—

$385,000
Retirement
$291,241

401(k)

Fidelity

$224,117

Roth IRA

Vanguard

$67,124
Investments
$189,247

Brokerage

Schwab

$189,247
Cash & Banking
$60,534

Ally Savings

Ally

$47,063

Chase Checking

Chase

$13,472
Business Equity
$38,000

Side Project LLC

—

$38,000
Physical Assets
$29,650

2022 Toyota 4Runner

—

$29,650
Crypto & Digital
$24,514

Bitcoin + ETH

Coinbase

$24,514

Liabilities

$719,400
Mortgage
$697,199

Primary Mortgage

Chase

$424,645

Rental Mortgage

Wells Fargo

$272,553
Auto Loan
$10,474

4Runner Loan

Capital One

$10,474
Student Loans
$10,300

Student Loans

Nelnet

$10,300
Credit Cards
$1,428

Amex Blue Cash

American Express

$1,428