Mallini Complete Financial Planning LLC
CIK: 2049540SEC EDGAR →
Portfolio Value
$78.4B
Holdings
72
As of
Q3 2026
New Positions
71
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD CORE BOND ETF | 384,501 | $28.3B | 36.13% |
| 2 | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 199,512 | $17.0B | 21.63% |
| 3 | VANGUARD CORE TAX-EXEMPT BOND ETF | 170,666 | $12.2B | 15.59% |
| 4 | ISHARES ESG AWARE US AGGREGATE BOND ETF | 66,590 | $3.0B | 3.85% |
| 5 | USA COMPRESSION PARTNERS LP COM UNIT LTDPAR | 92,060 | $2.3B | 2.92% |
| 6 | CRAWFORD & CO CL A | 130,687 | $1.6B | 2.08% |
| 7 | VANGUARD ESG INTERNATIONAL STOCK ETF | 15,448 | $1.3B | 1.60% |
| 8 | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 11,368 | $1.0B | 1.30% |
| 9 | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 15,187 | $767.9M | 0.98% |
| 10 | ENERGY TRANSFER L P COM UT LTD PTN | 37,256 | $736.6M | 0.94% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $70.8B | 90.4% |
| Energy | 4 | $3.5B | 4.5% |
| Unknown | 4 | $1.9B | 2.4% |
| Technology | 9 | $1.3B | 1.7% |
| Real Estate | 3 | $400.1M | 0.5% |
| Utilities | 1 | $210.7M | 0.3% |
| Healthcare | 3 | $158.3M | 0.2% |
| Consumer Cyclical | 2 | $1.1M | 0.0% |