Mallini Complete Financial Planning LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location gainesville, FLCIK 0002049540All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
61 | $126.26M | VTI, BND, VANGUARD STAR FDS, VANGUARD MUN BD FDS | 13F-HR | Apr 13, 2026 | 000204954026000002 | ||
62 | $124.41M | VTI, BND, VANGUARD STAR FDS, VANGUARD MUN BD FDS | 13F-HR | Jan 6, 2026 | 000204954026000001 | ||
60 | $122.96M | VTI, BND, VANGUARD STAR FDS, VANGUARD MUN BD FDS | 13F-HR | Oct 20, 2025 | 000204954025000005 | ||
60 | $79.12M | BND, VANGUARD STAR FDS, VANGUARD MUN BD FDS, VTI | 13F-HR | Jul 11, 2025 | 000204954025000003 | ||
59 | $104.7M | VTI, BND, VANGUARD STAR FDS, VANGUARD MUN BD FDS | 13F-HR | Apr 24, 2025 | 000204954025000002 | ||
60 | $105.36M | VTI, BND, VANGUARD STAR FDS, VANGUARD MUN BD FDS | 13F-HR | Feb 10, 2025 | 000204954025000001 |