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Mallini Complete Financial Planning LLC 13F holdings

Filed 2026-07-08 · Mallini Complete Financial Planning LLC · 70 positions · $140.2M

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TickerCompanySharesValue% of portfolio
VTIVANGUARD TOTAL STOCK MARKET ETF129.8K$48.0M34.3%
VCRBVANGUARD CORE BOND ETF370.3K$28.6M20.4%
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF197.5K$16.9M12.0%
VCRMVANGUARD CORE TAX-EXEMPT BOND ETF131.8K$10.1M7.2%
ESGVVANGUARD ESG U.S. STOCK ETF29.2K$3.9M2.8%
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF64.7K$3.1M2.2%
USACUSA COMPRESSION PARTNERS LP COM UNIT LTDPAR95.5K$2.5M1.8%
VTEBVANGUARD TAX-EXEMPT BOND ETF47.1K$2.4M1.7%
VOOVANGUARD S&P 500 ETF2.1K$1.4M1.0%
VSGXVANGUARD ESG INTERNATIONAL STOCK ETF15.4K$1.3M0.9%
AAPLAPPLE INC COM2.8K$806,1450.6%
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF15.1K$769,7340.5%
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF2.2K$758,2710.5%
ARCCARES CAPITAL CORP COM40.0K$741,7040.5%
MUNIPIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND14.1K$741,6600.5%
AMZNAMAZON COM INC COM3.0K$725,2680.5%
ETENERGY TRANSFER L P COM UT LTD PTN36.7K$700,8460.5%
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4.2K$682,8700.5%
CRFCORNERSTONE TOTAL RETURN FD COM85.7K$615,1570.4%
GOFGUGGENHEIM STRATEGIC OPPORTUN COM SBI55.5K$605,7050.4%
IVVISHARES CORE S&P 500 ETF800$599,1100.4%
JMUBJPMORGAN MUNICIPAL ETF10.6K$536,9430.4%
SUSAISHARES ESG OPTIMIZED MSCI USA ETF3.4K$526,4710.4%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF3.2K$502,3300.4%
RYROYAL BK CDA COM2.2K$459,4730.3%
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF9.4K$454,1760.3%
LGLVSTATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF2.3K$415,8810.3%
PFNPIMCO INCOME STRATEGY FD II COM56.2K$400,6760.3%
FLMIFRANKLIN DYNAMIC MUNICIPAL BOND ETF15.6K$392,4590.3%
VIGVANGUARD DIVIDEND APPRECIATION ETF1.6K$388,7610.3%
PDIPIMCO DYNAMIC INCOME FD SHS22.1K$369,5510.3%
ABALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN10.4K$364,7960.3%
AVDEAVANTIS INTERNATIONAL EQUITY ETF4.0K$359,7430.3%
PRFINVESCO RAFI US 1000 ETF6.1K$327,9330.2%
XEVVXEATON VANCE LIMITED DURATION I COM34.8K$325,8240.2%
VVVANGUARD LARGE-CAP ETF925$318,1160.2%
—FLAHERTY & CRUMRINE TOTAL RETU COM18.8K$316,9230.2%
SOSOUTHERN CO COM3.3K$314,9420.2%
BNDVANGUARD TOTAL BOND MARKET ETF4.2K$310,3000.2%
TSLATESLA INC COM732$307,8790.2%
ISDPGIM HIGH YIELD BOND FUND INC COM23.3K$304,6970.2%
MEARISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF6.0K$302,2800.2%
EPDENTERPRISE PRODS PARTNERS L P COM8.1K$299,3540.2%
IVWISHARES S&P 500 GROWTH ETF2.2K$297,6140.2%
HPIHANCOCK JOHN PFD INCOME FD SH BEN INT17.5K$284,3250.2%
—GABELLI CONV & INC SECS FD INC COM59.7K$279,2980.2%
XOMEXXONMOBIL HOLDINGS CORP COM SHS2.0K$275,5690.2%
MINOPIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND6.0K$274,5600.2%
NVDANVIDIA CORPORATION COM1.3K$267,3200.2%
VXFVANGUARD EXTENDED MARKET ETF1.1K$263,1980.2%
—INVESCO HIGH INCOME TR II COM24.9K$258,8990.2%
VTVANGUARD TOTAL WORLD STOCK ETF1.6K$255,3570.2%
TSLXSIXTH STREET SPECIALTY LENDING COM14.4K$247,5230.2%
RABROOKFIELD REAL ASSETS INCOME SHS BEN INT19.1K$246,2840.2%
QQQINVESCO QQQ TRUST SERIES I331$244,0770.2%
ENBENBRIDGE INC COM4.5K$242,8110.2%
JNJJOHNSON & JOHNSON COM922$234,2230.2%
ABBVABBVIE INC COM910$229,2250.2%
XARSTATE STREET SPDR S&P AEROSPACE & DEFENSE ETF779$221,3260.2%
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND3.9K$221,2750.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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