Mallini Complete Financial Planning LLC
Q3 2025 13F Holdings
- Locationgainesville, FL
- Num holdings
60
- Value ($000)
$122,963
- Date Filed10/20/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $43.12M | 35 % | 131,403 | ||
BND VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 | $23.85M | 19 % | 320,639 | ||
VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 921909768 | $14.68M | 12 % | 199,855 | ||
VANGUARD TAX-EXEMPT BOND ETF | ETF | 922907746 | $11.71M | 10 % | 233,895 | ||
ESGV VANGUARD ESG U.S. STOCK ETF | ETF | 921910733 | $3.35M | 3 % | 28,303 | ||
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF | ETF | 46435U549 | $2.61M | 2 % | 54,293 | ||
USAC USA COMPRESSION PARTNERS LP COMUNIT LTDPAR | STOCK | 90290N109 | $2.23M | 2 % | 93,079 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $1.27M | 1 % | 2,082 | ||
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF | ETF | 921910725 | $1.02M | 1 % | 14,770 | ||
ARCC ARES CAPITAL CORP COM | CEF | 04010L103 | $801.23K | 1 % | 39,257 |
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