June 2025 Financial Asset Roundup

Here are my current financial assets as of the market close on June 10th, 2025:

Asset	May 2025	Jun 2025	Change
Checking	2,225	1,208	-1,017
Money Market	61,894	60,596	-1,298
Savings Bonds	258,669	259,204	535
Treasurys	120,000	128,000	8,000
CDs	62,422	62,639	217
Brokerage	512,593	559,540	46,947
401k	479,890	499,797	19,907
Roth IRA	339,325	350,773	11,448
IRA	1,594,599	1,612,393	17,794
529 Savings	170,465	172,003	1,538
Total Assets	$3,602,082	$3,706,153	$104,071
			+2.89 %

The S&P 500 is finally above water for 2025, rising 3.33% (+2.67% YTD) since the last update:

(chart courtesy of nasdaq.com)

The stock market continues to recover in spite of the chaos of the current political climate, although none of this makes much sense to me considering that we seem to be heading toward a recession of our own creation.

On the jobs front, the unemployment rate for May remained steady at 4.2%, with a stronger than expected 139,000 new jobs created. Oil prices have climbed to the $66 level (from $62) with that $66 price reflected in a local unleaded regular gasoline price of $2.94 at my last fill-up. Is the energy market pricing in the prospect of a potential trade deal with China?

On the financial front, my assets have surprisingly hit another all-time high, surpassing the previous high from February 2025! I again skipped my usual Fidelity 401k transaction (FSKAX) and Vanguard VTI purchase in my taxable brokerage account because I am not comfortable adding to our equity holdings at this time. I did take an S Corp distribution and my T-Bill holdings automatically rolled into new ones: 13 week 4.309% -> 4.356%, 4 week 4.293% -> 4.293%, and new 8 week at 4.312%.

As for the non-financial, the school year is almost over and I'm trying to focus on our summer family vacation as the USA seems more angry and divided than ever. "May you live in interesting times", indeed.