Mallini Complete Financial Planning LLC
Q4 2024 13F Holdings
- Locationgainesville, FL
- Num holdings
60
- Value ($000)
$105,358
- Date Filed02/10/2025
- Form type13F-HR
- CIK0002049540
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $36.27M | 34 % | 125,159 | ||
BND VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 | $22.06M | 21 % | 306,766 | ||
VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 921909768 | $10.63M | 10 % | 180,443 | ||
VANGUARD TAX-EXEMPT BOND ETF | ETF | 922907746 | $8.57M | 8 % | 171,017 | ||
ESGV VANGUARD ESG U.S. STOCK ETF | ETF | 921910733 | $3.51M | 3 % | 33,501 | ||
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF | ETF | 46435U549 | $2.55M | 2 % | 54,877 | ||
USAC USA COMPRESSION PARTNERS LP COMUNIT LTDPAR | STOCK | 90290N109 | $2.18M | 2 % | 92,380 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $1.12M | 1 % | 2,080 | ||
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | 92203J407 | $843.00K | 1 % | 17,187 | ||
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF | ETF | 921910725 | $802.59K | 1 % | 14,155 |
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