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Mallini Complete Financial Planning LLC
Mallini Complete Financial Planning LLC is a registered investment adviser based in Gainesville, Florida, providing portfolio management services tailored to client needs.
Investment Strategy
Discretionary and non-discretionary portfolio management
Latest 13F Filing Activity
Mallini Complete Financial Planning LLC filed their most recent 13F report on Sep 30, 2025 disclosing 60 equity positions with a total 13F market value of $123M. The fund increased holdings in Vanguard Total Stock Market Etf, Vanguard Tax-exempt Bond Etf, Vanguard Total International Stock Etf among other positions. Mallini Complete Financial Planning LLC reduced exposure to Vanguard Total International Bond Etf, Ishares Msci USA Momentum Factor Etf, Ellington Financial Inc. Com among others.
Top Holdings
Equity Positions (60)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD TOTAL STOCK MARKET ETF | 35.07% | $43.1M | 131,403 | $290.72 | $328.17 | +$39.2M |
B BND | VANGUARD TOTAL BOND MARKET ETF | 19.39% | $23.8M | 320,639 | $71.99 | $74.37 | +$150.5K |
V VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 11.94% | $14.7M | 199,855 | $59.76 | $73.46 | +$1.4M |
V VTEB | VANGUARD TAX-EXEMPT BOND ETF | 9.52% | $11.7M | 233,895 | $50.02 | $50.07 | +$2.1M |
E ESGV | VANGUARD ESG U.S. STOCK ETF | 2.73% | $3.4M | 28,303 | $105.27 | $118.44 | +$133.9K |
Industry Allocation
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