Instuitional Investor - Mallini Complete Financial Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Mallini Complete Financial Planning Llc |
| Portfolio Value | $124,410,759 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Total Stock Market Etf - ETF | 129,757 | $43,503,685 | 34.97% | |
| 2. | BND | 318,197 | $23,568,898 | 18.94% | |
| 3. | Vanguard Total International Stock Etf - ETF | 197,932 | $14,932,004 | 12% | |
| 4. | Vanguard Tax-Exempt Bond Etf - ETF | 245,332 | $12,337,746 | 9.92% | |
| 5. | Vanguard Esg U.s. Stock Etf - ETF | 27,448 | $3,320,110 | 2.67% |