Mallini Complete Financial Planning LLC - Portfolio overview

Mallini Complete Financial Planning LLC has 65 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD TOTAL STOCK MARKET ETF, 33.76%
2. BND - VANGUARD TOTAL BOND MARKET ETF, 19.98%
3. VXUS - VANGUARD TOTAL INTERNATIONAL STOCK ETF, 12.15%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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