October 2025 Financial Asset Roundup

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

Asset	Sep 2025	Oct 2025	Change
Checking	5,093	1,970	-3,123
Money Market	66,647	75,364	8,717
Savings Bonds	260,871	261,516	645
Treasurys	136,000	136,000	0
CDs	62,617	62,977	360
Brokerage	872,399	804,534	-67,865
401k	553,594	558,913	5,319
Roth IRA	376,345	376,944	599
IRA	1,672,864	1,675,263	2,399
529 Savings	177,975	171,535	-6,440
Total Assets	$4,184,405	$4,125,016	-$59,389
			-1.42%

The S&P 500 has become a bit volatile of late due to a flare-up in the trade war with China, rising 0.31% (+11.41% YTD) since the last update:

(chart courtesy of cnbc.com)

On the jobs front, the unemployment rate for September wasn't released due to the government shutdown. Oil prices have continued to fall to the $58 level with that price reflected in a local unleaded regular gasoline price of $2.79 and a heating oil price of $2.90 at my last fill-up.

On the financial front, 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 4.144% -> 3.953%, 4 week 4.129% -> 4.099%, and 8 week 4.230% -> 4.150%.

As for the non-financial, I don't have much going on and am getting over a surprisingly severe cold. Unfortunately I'll have to push back my flu and COVID shots back a bit, but at this point I'm just glad that they're still available.