Filer Name: MALLINI COMPLETE FINANCIAL PLANNING LLC
CIK: 2049540
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 60
Portfolio Value: $0.11B

Mallini Complete Financial Planning Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTI US VANGUARD TOTAL STOCK MKT ETF 125,159 $36M 34.43% - -
BND US VANGUARD TOTAL BOND MARKET 306,766 $22M 20.94% - -
VXUS US VANGUARD TOTAL INTL STOCK 180,443 $11M 10.09% - -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 171,017 $9M 8.14% - -
ESGV US VANGUARD ESG US STOCK ETF 33,501 $4M 3.34% - -
EAGG US ISHARES ESG AWARE US AGGREGA 54,877 $3M 2.42% - -
USAC US USA COMPRESSION PARTNERS LP 92,380 $2M 2.07% - -
VOO US VANGUARD S&P 500 ETF 2,080 $1M 1.06% - -
BNDX US VANGUARD TOTAL INTL BOND ETF 17,187 $1M 0.80% - -
VSGX US VANGUARD ESG INTL STOCK ETF 14,155 $1M 0.76% - -
ARCC US ARES CAPITAL CORP 36,072 $1M 0.75% - -
AAPL US APPLE INC 2,977 $1M 0.71% - -
MUNI US PIMCO INTERMEDIATE MUNICIPAL 14,100 $1M 0.69% - -
ET US ENERGY TRANSFER LP 36,066 $1M 0.67% - -
JMST US JPM ULTRA-SHORT MUNI INCOME 12,707 $1M 0.61% - -
AMZN US AMAZON.COM INC 2,876 $1M 0.60% - -
VYM US VANGUARD HIGH DVD YIELD ETF 4,842 $1M 0.59% - -
JMUB US JPMORGAN MUNICIPAL ETF 10,600 $1M 0.50% - -
IVV US ISHARES CORE S&P 500 ETF 800 $0M 0.45% - -
GOF US GUGGENHEIM STRATEGIC OPPORT 29,349 $0M 0.43% - -
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