Instuitional Investor - Mallini Complete Financial Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Mallini Complete Financial Planning Llc |
| Portfolio Value | $105,357,705 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Total Stock Market EtfBOND | 125,159 | $36,272,296 | 34.42% | |
| 2. | BND | 306,766 | $22,059,539 | 20.93% | |
| 3. | Vanguard Total International Stock Etf | 180,443 | $10,633,491 | 10.09% | |
| 4. | Vanguard Tax-Exempt Bond Etf | 171,017 | $8,573,082 | 8.13% | |
| 5. | Vanguard Esg U.s. Stock Etf | 33,501 | $3,513,920 | 3.33% |
