Mallini Complete Financial Planning LLC
Q2 2025 13F Holdings
- Locationgainesville, FL
- Num holdings
60
- Value ($000)
$79,123
- Date Filed07/11/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BND VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 | $23.70M | 30 % | 321,817 | ||
VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 921909768 | $13.29M | 17 % | 192,292 | ||
VANGUARD TAX-EXEMPT BOND ETF | ETF | 922907746 | $9.63M | 12 % | 196,404 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $3.91M | 5 % | 128,684 | ||
ESGV VANGUARD ESG U.S. STOCK ETF | ETF | 921910733 | $3.22M | 4 % | 29,353 | ||
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF | ETF | 46435U549 | $2.60M | 3 % | 54,669 | ||
USAC USA COMPRESSION PARTNERS LP COMUNIT LTDPAR | STOCK | 90290N109 | $2.26M | 3 % | 92,782 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $1.18M | 2 % | 2,081 | ||
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | 92203J407 | $995.99K | 1 % | 20,117 | ||
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF | ETF | 921910725 | $995.60K | 1 % | 15,200 |
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