Instuitional Investor - Mallini Complete Financial Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Mallini Complete Financial Planning Llc |
| Portfolio Value | $126,257,727 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Total Stock Market Etf - ETF | 133,910 | $42,959,766 | 34.03% | |
| 2. | BND | 345,212 | $25,421,480 | 20.13% | |
| 3. | Vanguard Total International Stock Etf - ETF | 200,583 | $15,467,006 | 12.25% | |
| 4. | Vanguard Tax-Exempt Bond Etf - ETF | 256,806 | $12,812,051 | 10.15% | |
| 5. | Vanguard Esg U.s. Stock Etf - ETF | 29,379 | $3,298,380 | 2.61% |