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Mallini Complete Financial Planning LLC

Q2 2026 13F Holdings

  • Location
    gainesville, FL
  • Num holdings

    70

  • Value ($000)

    $140,175

  • Date Filed
    07/08/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD TOTAL STOCK MARKET ETF

ETF
922908769
$48.05M
34 %

129,847

V
VCRB

VANGUARD CORE BOND ETF

ETF
922020748
$28.6M
20 %

370,324

---

VANGUARD TOTAL INTERNATIONAL STOCK ETF

ETF
921909768
$16.88M
12 %

197,475

---

VANGUARD CORE TAX-EXEMPT BOND ETF

ETF
922907712
$10.07M
7 %

131,776

E
ESGV

VANGUARD ESG U.S. STOCK ETF

ETF
921910733
$3.86M
3 %

29,154

E
EAGG

ISHARES ESG AWARE US AGGREGATE BOND ETF

ETF
46435U549
$3.07M
2 %

64,694

U
USAC

USA COMPRESSION PARTNERS LP COM UNIT LTDPAR

STOCK
90290N109
$2.52M
2 %

95,530

---

VANGUARD TAX-EXEMPT BOND ETF

ETF
922907746
$2.38M
2 %

47,117

V
VOO

VANGUARD S&P 500 ETF

ETF
922908363
$1.43M
1 %

2,085

V
VSGX

VANGUARD ESG INTERNATIONAL STOCK ETF

ETF
921910725
$1.27M
1 %

15,402

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