Ludwig Portfolio

Retirement & Investments

Cash accounts, retirement savings, and investment portfolios

Last Updated: 1/13/2026

Total Liquid Cash

$179K

Across 8 accounts

Retirement Accounts

$583K

8 accounts

Total Value

$761K

Combined cash & investments

Main Checking K & K
US Bank
Checking

Current Balance

$22,961.53

Account: ...9883

Personal
NCS Real Estate Corp
US Bank
Checking

Current Balance

$10,000

Account: ...4528

NCS Real Estate Corp
K Investments
US Bank
Checking

Current Balance

$100

Account: ...4536

K Investments
Urban Oasis LLC
US Bank
Checking

Current Balance

$1,877.31

Account: ...0823

UO Investment LLC
Middlebrook Retreat
US Bank
Checking

Current Balance

$7,645.86

Account: ...0673

Middlebrook Retreat LLC
Money Market
US Bank
Money Market

Current Balance

$134,589.5

Account: ...0549

Personal
Kurt and Kalen Savings
US Bank
Checking

Current Balance

$50.04

Account: ...0894

Personal
K Investments
Twin Cedars Bank
Checking

Current Balance

$1,531.04

Account: ...5114

K Investments
Cash Management Insights

Operating Cash

$44.2K

Entity checking accounts

Reserve Fund

$134.6K

Money Market account

Liquidity Ratio

Strong

Healthy cash position