May 2026 Financial Asset Roundup

Here are my current financial assets as of the market close on May 11th, 2026:

Asset	Apr 2026	May 2026	Change
Checking	2,037	3,803	1,766
Money Market	81,036	85,856	4,820
Savings Bonds	265,845	266,703	858
Treasurys	136,000	136,000	0
CDs	74,724	74,942	218
Brokerage	503,317	632,951	129,634
401k	610,672	662,194	51,522
Roth IRA	414,775	440,035	25,260
IRA	1,742,446	1,783,870	41,424
529 Savings	168,175	170,094	1,919
Total Assets	$3,999,027	$4,256,448	$257,421
			6.44%

The S&P 500 has hit all-time highs even with the Iran ceasefire being "on life support", rising 8.74% (+8.29% YTD) since the last update:

(chart courtesy of cnbc.com)

On the jobs front, the monthly employment rate for April remained at 4.3%, beating expectations with 115,000 new jobs created. Oil prices rose to the $101 level (up 5% from $96), with that price reflected in a local unleaded regular gasoline price of $4.30 (up from $3.89) at my last fill-up. At this rate would could be seeing $5 gasoline next month, just in time for the summer driving season.

On the financial front, my assets have again hit another all-time high, surpassing the previous high from September 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 3.684% -> 3.694%, 4 week 3.681% -> 3.655%, and 8 week 3.696% -> 3.665%. I'm also going to be monitoring the 20 year Treasury Bond auction later this month (CUSIP 912810UV8) for a potential purchase in my work retirement plan.

As for the non-financial, the lawn and gardens have really started to take off. The school year is coming to an end and we're renting a house for house near the beach for our summer vacation this year, which should be fun.