Mallini Complete Financial Planning Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationgainesville, FL
- CIK0002049540
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
60 | $79.12 M | BND, VANGUARD STAR FDS, VANGUARD MUN BD FDS, VTI | 13F-HR | Jul 11, 2025 | 000204954025000003 | ||
59 | $104.70 M | VTI, BND, VANGUARD STAR FDS, VANGUARD MUN BD FDS | 13F-HR | Apr 24, 2025 | 000204954025000002 | ||
60 | $105.36 M | VTI, BND, VANGUARD STAR FDS, VANGUARD MUN BD FDS | 13F-HR | Feb 10, 2025 | 000204954025000001 |