Mallini Complete Financial Planning LLC
Q1 2025 13F Holdings
- Locationgainesville, FL
- Num holdings
59
- Value ($000)
$104,704
- Date Filed04/24/2025
- Form type13F-HR
- CIK0002049540
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $34.72M | 33 % | 126,338 | ||
BND VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 | $23.07M | 22 % | 314,048 | ||
VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 921909768 | $11.78M | 11 % | 189,720 | ||
VANGUARD TAX-EXEMPT BOND ETF | ETF | 922907746 | $8.82M | 8 % | 177,800 | ||
ESGV VANGUARD ESG U.S. STOCK ETF | ETF | 921910733 | $2.65M | 3 % | 27,031 | ||
USAC USA COMPRESSION PARTNERS LP COMUNIT LTDPAR | STOCK | 90290N109 | $2.51M | 2 % | 92,966 | ||
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF | ETF | 46435U549 | $2.00M | 2 % | 42,045 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $1.07M | 1 % | 2,081 | ||
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | 92203J407 | $894.58K | 1 % | 18,324 | ||
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF | ETF | 921910725 | $819.76K | 1 % | 13,899 |
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