Mallini Complete Financial Planning LLC: 13F holdings
CIK 20495402026Q2
| Positions | 70 |
|---|---|
| Reported value | $140.2m |
| Filed | 2026-07-08 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD TOTAL STOCK MARKET ETF | 129,847 | $48.0m | 34.3% |
| VANGUARD CORE BOND ETF | 370,324 | $28.6m | 20.4% |
| VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF | 197,475 | $16.9m | 12.0% |
| VANGUARD CORE TAX-EXEMPT BOND ETF | 131,776 | $10.1m | 7.2% |
| ESGV VANGUARD ESG U.S. STOCK ETF | 29,154 | $3.9m | 2.8% |
| EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF | 64,694 | $3.1m | 2.2% |
| USAC USA COMPRESSION PARTNERS LP COM UNIT LTDPAR | 95,530 | $2.5m | 1.8% |
| VTEB VANGUARD TAX-EXEMPT BOND ETF | 47,117 | $2.4m | 1.7% |
| VSGX VANGUARD ESG INTERNATIONAL STOCK ETF | 15,402 | $1.3m | 0.9% |
| JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 15,092 | $769,734 | 0.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2049540")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.