Mallini Complete Financial Planning LLC

Q4 2025 13F Holdings

  • Location
    gainesville, FL
  • Num holdings

    62

  • Value ($000)

    $124,411

  • Date Filed
    01/06/2026
  • Form type
    13F-HR
  • CIK
    0002049540
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD TOTAL STOCK MARKET ETF

ETF
922908769
$43.5M
35 %

129,757

B
BND

VANGUARD TOTAL BOND MARKET ETF

ETF
921937835
$23.57M
19 %

318,197

---

VANGUARD TOTAL INTERNATIONAL STOCK ETF

ETF
921909768
$14.93M
12 %

197,932

---

VANGUARD TAX-EXEMPT BOND ETF

ETF
922907746
$12.34M
10 %

245,332

E
ESGV

VANGUARD ESG U.S. STOCK ETF

ETF
921910733
$3.32M
3 %

27,448

E
EAGG

ISHARES ESG AWARE US AGGREGATE BOND ETF

ETF
46435U549
$2.83M
2 %

59,092

U
USAC

USA COMPRESSION PARTNERS LP COM UNIT LTDPAR

STOCK
90290N109
$2.16M
2 %

93,810

V
VOO

VANGUARD S&P 500 ETF

ETF
922908363
$1.31M
1 %

2,083

V
VSGX

VANGUARD ESG INTERNATIONAL STOCK ETF

ETF
921910725
$1.06M
1 %

14,815

A
AAPL

APPLE INC COM

STOCK
037833100
$807.21K
1 %

2,969

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