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Liquidity
How quickly you can access your money
Liquid Assets
$274,295
Illiquid Assets
$656,218
Liquidity Ratio
29%
Liquid 29% Illiquid 71%
Liquid Assets
Investments
$189,247BrokerageSchwab
$189,247Cash & Banking
$60,534Ally SavingsAlly
$47,063Chase CheckingChase
$13,472Crypto & Digital
$24,514Bitcoin + ETHCoinbase
$24,514Illiquid Assets
Real Estate
$307,801Primary Residence
$620,000Rental Property
$385,000Less debt
Primary MortgageChase
-$424,645Rental MortgageWells Fargo
-$272,553Retirement
$291,241401(k)Fidelity
$224,117Roth IRAVanguard
$67,124Business Equity
$38,000Side Project LLC
$38,000Physical Assets
$19,1762022 Toyota 4Runner
$29,650Less debt
4Runner LoanCapital One
-$10,474