Mallini Complete Financial Planning LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    gainesville, FL
  • CIK
    0002049540
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

60

$79.12M
BND, VANGUARD STAR FDS, VANGUARD MUN BD FDS, VTI
13F-HR
Jul 11, 2025
000204954025000003

59

$104.70M
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
Mallini Complete Financial Planning Llc 13F Filings