Instuitional Investor - Mallini Complete Financial Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Mallini Complete Financial Planning Llc |
| Portfolio Value | $79,122,961 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 321,817 | $23,695,383 | 29.95% | |
| 2. | Vanguard Total International Stock Etf - ETF | 192,292 | $13,285,425 | 16.79% | |
| 3. | Vanguard Tax-Exempt Bond Etf - ETF | 196,404 | $9,629,688 | 12.17% | |
| 4. | Vanguard Total Stock Market Etf - ETF | 128,684 | $3,911,018 | 4.94% | |
| 5. | Vanguard Esg U.s. Stock Etf - ETF | 29,353 | $3,218,263 | 4.07% |
