Instuitional Investor - Mallini Complete Financial Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Mallini Complete Financial Planning Llc |
| Portfolio Value | $104,703,683 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Total Stock Market Etf - ETF | 126,338 | $34,722,818 | 33.16% | |
| 2. | BND | 314,048 | $23,066,796 | 22.03% | |
| 3. | Vanguard Total International Stock Etf - ETF | 189,720 | $11,781,581 | 11.25% | |
| 4. | Vanguard Tax-Exempt Bond Etf - ETF | 177,800 | $8,822,436 | 8.43% | |
| 5. | Vanguard Esg U.s. Stock Etf - ETF | 27,031 | $2,647,686 | 2.53% |
