Mallini Complete Financial Planning LLC Top Holdings and 13F Report (2025) About Mallini Complete Financial Planning LLCInvestment ActivityMallini Complete Financial Planning LLC has $105.36 million in total holdings as of December 31, 2024.Mallini Complete Financial Planning LLC owns shares of 60 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Total Stock Market ETF $36,272,296Vanguard Total Bond Market ETF $22,059,539Vanguard Total International Stock ETF $10,633,491Vanguard Tax-Exempt Bond ETF $8,573,082Vanguard ESG US Stock ETF $3,513,920 Sector AllocationMap of 500 Largest Holdings ofMallini Complete Financial Planning LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$36,272,296125,15934.4%ETFBNDVanguard Total Bond Market ETF$22,059,539306,76620.9%ETFVXUSVanguard Total International Stock ETF$10,633,491180,44310.1%ETFVTEBVanguard Tax-Exempt Bond ETF$8,573,082171,0178.1%ETFESGVVanguard ESG US Stock ETF$3,513,92033,5013.3%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,548,48854,8772.4%ETFUSACUSA Compression Partners$2,176,47192,3802.1%Oils/EnergyVOOVanguard S&P 500 ETF$1,120,7322,0801.1%ETFBNDXVanguard Total International Bond ETF$843,00217,1870.8%ETFVSGXVanguard ESG International Stock ETF$802,58914,1550.8%ETFARCCAres Capital$789,62136,0720.7%FinanceAAPLApple$745,6132,9770.7%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$729,39314,1000.7%ETFETEnergy Transfer$706,53236,0660.7%Oils/EnergyJMSTJPMorgan Ultra-Short Municipal ETF$644,38012,7070.6%ETFAMZNAmazon.com$630,9662,8760.6%Retail/WholesaleVYMVanguard High Dividend Yield ETF$617,8734,8420.6%ETFJMUBJPMorgan Municipal ETF$531,59010,6000.5%ETFIVViShares Core S&P 500 ETF$470,9448000.4%ETFGOFGuggenheim Strategic Opportunities Fund$447,87229,3490.4%Financial ServicesMTUMiShares MSCI USA Momentum Factor ETF$420,4962,0320.4%ETFSUSAiShares MSCI USA ESG Select ETF$414,8653,4120.4%ETFVIGVanguard Dividend Appreciation ETF$411,0962,0990.4%ETFLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$396,9242,4020.4%ETFFLMIFranklin Dynamic Municipal Bond ETF$359,24914,7020.3%ETFCORNERSTONE TOTAL RETURN FD IN COM$343,67839,5490.3%CEFABAllianceBernstein$334,9259,0300.3%FinanceTSLATesla$331,1498200.3%Auto/Tires/TrucksJEPIJPMorgan Equity Premium Income ETF$308,7065,3660.3%ETFFLCFlaherty & Crumrine Total Return Fund$301,61118,0610.3%Financial ServicesHPIJohn Hancock Preferred Income Fund$300,97718,0980.3%Financial ServicesMEARiShares Short Maturity Municipal Bond Active ETF$299,7006,0000.3%ETFPFNPIMCO Income Strategy Fund II$298,57540,0770.3%Financial ServicesPFFiShares Preferred and Income Securities ETF$279,6908,8960.3%ETFSOSouthern$275,8433,3510.3%UtilitiesMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$270,3606,0000.3%ETFRYRoyal Bank of Canada$268,5322,2200.3%FinanceEATON VANCE LTD DURATION INCOM COM$268,29227,4610.3%CEFPRFInvesco FTSE RAFI US 1000 ETF$267,9126,6410.3%ETFTSLXSixth Street Specialty Lending$265,50212,4700.3%FinanceENBEnbridge$264,8956,2430.3%Oils/EnergyXOMExxon Mobil$244,3952,2720.2%Oils/EnergyISDPGIM High Yield Bond Fund$240,40217,5730.2%Financial ServicesBSVVanguard Short-Term Bond ETF$234,2053,0310.2%ETFJPIEJPMorgan Income ETF$232,2065,0900.2%ETFPMTPennyMac Mortgage Investment Trust$230,91218,3400.2%FinancePDIPIMCO Dynamic Income Fund$221,74312,0910.2%Financial ServicesIVWiShares S&P 500 Growth ETF$219,7112,1640.2%ETFQQQInvesco QQQ$212,0804150.2%FinanceIJHiShares Core S&P Mid-Cap ETF$209,1133,3560.2%ETFRABrookfield Real Assets Income Fund$205,64615,4390.2%Financial ServicesVXFVanguard Extended Market ETF$203,0891,0690.2%ETFEPDEnterprise Products Partners$202,6256,4610.2%Oils/EnergyVLTInvesco High Income Trust II$199,54018,2060.2%FinanceTCPCBlackRock TCP Capital$178,85920,5340.2%FinancePFXFVanEck Preferred Securities ex Financials ETF$178,71010,3600.2%ETFDBLDoubleLine Opportunistic Credit Fund$169,51910,9370.2%Financial ServicesGCVThe Gabelli Convertible and Income Securities Fund$165,44243,1890.2%FinanceRITMRithm Capital$140,48212,9720.1%FinanceEFCEllington Financial$127,65510,5330.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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