Mallini Complete Financial Planning
$140M 13F equity value
71 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Mallini Complete Financial Planning covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 129,847 | $48M | 34.3% |
| VCRB | VANGUARD CORE BOND ETF | 370,324 | $29M | 20.4% |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 197,475 | $17M | 12.0% |
| VCRM | VANGUARD CORE TAX-EXEMPT BOND ETF | 131,776 | $10M | 7.2% |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 29,154 | $4M | 2.8% |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 64,694 | $3M | 2.2% |
| USAC | USA COMPRESSION PARTNERS LP COM UNIT LTDPAR | 95,530 | $3M | 1.8% |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 47,117 | $2M | 1.7% |
| VOO | VANGUARD S&P 500 ETF | 2,085 | $1M | 1.0% |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 15,402 | $1M | 0.9% |
Track Mallini Complete Financial Planning's 13F portfolio: $140M in reported holdings, 71 positions. Top holdings and quarterly changes on SentiSense.
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