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Mallini Complete Financial Planning LLC

Q1 2026 13F Holdings

  • Location
    gainesville, FL
  • Num holdings

    61

  • Value ($000)

    $126,258

  • Date Filed
    04/13/2026
  • Form type
    13F-HR
  • CIK
    0002049540
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD TOTAL STOCK MARKET ETF

ETF
922908769
$42.96M
34 %

133,910

B
BND

VANGUARD TOTAL BOND MARKET ETF

ETF
921937835
$25.42M
20 %

345,212

---

VANGUARD TOTAL INTERNATIONAL STOCK ETF

ETF
921909768
$15.47M
12 %

200,583

---

VANGUARD TAX-EXEMPT BOND ETF

ETF
922907746
$12.81M
10 %

256,806

E
ESGV

VANGUARD ESG U.S. STOCK ETF

ETF
921910733
$3.3M
3 %

29,379

E
EAGG

ISHARES ESG AWARE US AGGREGATE BOND ETF

ETF
46435U549
$3.04M
2 %

63,942

U
USAC

USA COMPRESSION PARTNERS LP COM UNIT LTDPAR

STOCK
90290N109
$2.56M
2 %

94,489

V
VOO

VANGUARD S&P 500 ETF

ETF
922908363
$1.25M
1 %

2,084

V
VSGX

VANGUARD ESG INTERNATIONAL STOCK ETF

ETF
921910725
$1.11M
1 %

15,406

J
JMST

JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF

ETF
46641Q654
$764.5K
1 %

14,995

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