Instuitional Investor - Mallini Complete Financial Planning Llc

Fund Profile
Filing Period:
Fund Name: Mallini Complete Financial Planning Llc
Portfolio Value $124,410,759
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%