Mallini Complete Financial Planning LLC
CIK 2049540 · Holdings on Dec 31, 2024 · First reported Feb 10, 2025
Top ten holdings
Q4 2024- VTI34.43%
- BND20.94%
- VXUS10.09%
- VTEB8.14%
- ESGV3.34%
- EAGG2.42%
- USAC2.07%
- VOO1.06%
- BNDX0.80%
- VSGX0.76%
Share classes counted separately84.05%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USETF View history and evidence | $36.27M | 34.43% | 125.16K principal (USD) | Prior unavailable — | — | ↗▾ |
| 02 | BNDVANGUARD TOTAL BOND MARKETETF View history and evidence | $22.06M | 20.94% | 306.77K shares | Prior unavailable — | — | ↗▾ |
| 03 | VXUSVANGUARD TOTAL INTL STOCKETF View history and evidence | $10.63M | 10.09% | 180.44K shares | Prior unavailable — | — | ↗▾ |
| 04 | VTEBVANGUARD TAX-EXEMPT BOND ETFETF View history and evidence | $8.57M | 8.14% | 171.02K shares | Prior unavailable — | — | ↗▾ |
| 05 | ESGVVANGUARD ESG US STOCK ETFETF View history and evidence | $3.51M | 3.34% | 33.50K shares | Prior unavailable — | — | ↗▾ |
| 06 | EAGGISHARES ESG AWARE US AGGREGAETF View history and evidence | $2.55M | 2.42% | 54.88K shares | Prior unavailable — | — | ↗▾ |
| 07 | USACUSA COMPRESSION PARTNERS LPStock View history and evidence | $2.18M | 2.07% | 92.38K shares | Prior unavailable — | — | ↗▾ |
| 08 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $1.12M | 1.06% | 2.08K principal (USD) | Prior unavailable — | — | ↗▾ |
| 09 | BNDXVANGUARD TOTAL INTL BOND ETFETF View history and evidence | $843.00K | 0.80% | 17.19K shares | Prior unavailable — | — | ↗▾ |
| 10 | VSGXVANGUARD ESG INTL STOCK ETFETF View history and evidence | $802.59K | 0.76% | 14.15K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2049540 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 105357705
}Research all 60 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.