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Mallini Complete Financial Planning Llc

13F Holdings
Filed: 2025-04-24
Portfolio Value
104.70M arrow_downward -0.62%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0002049540
Filing Date
2025-04-24 17:03:34
Address
2631 Nw 41st Street
Gainesville
FL
Prior Value
105.36M
Top 10 Holdings %
lock
Portfolio Value
Mallini Complete Financial Planning Llc
(13F - 2025-03-31)
Vanguard Total Stock Market Etf
VTI
2025-04-24
Value
34.72M
Shares
126.34K
Portfolio %
33.16%
Vanguard Total Bond Market Etf
BND
2025-04-24
Value
23.07M
Shares
314.05K
Portfolio %
22.03%
Vanguard Total International Stock Etf
VXUS
2025-04-24
Value
11.78M
Shares
189.72K
Portfolio %
11.25%
Vanguard Tax-Exempt Bond Etf
VTEB
2025-04-24
Value
8.82M
Shares
177.80K
Portfolio %
8.43%
Vanguard Esg U.s. Stock Etf
ESGV
2025-04-24
Value
2.65M
Shares
27.03K
Portfolio %
2.53%
Usa Compression Partners Lp Comunit Ltdpar
USAC
2025-04-24
Value
2.51M
Shares
92.97K
Portfolio %
2.40%
Ishares Esg Aware Us Aggregate Bond Etf
EAGG
2025-04-24
Value
2.00M
Shares
42.05K
Portfolio %
1.91%
Vanguard S&p 500 Etf
VOO
2025-04-24
Value
1.07M
Shares
2.08K
Portfolio %
1.02%
Vanguard Total International Bond Etf
BNDX
2025-04-24
Value
894.58K
Shares
18.32K
Portfolio %
0.85%
Vanguard Esg International Stock Etf
VSGX
2025-04-24
Value
819.76K
Shares
13.90K
Portfolio %
0.78%
Top Increases | Mallini Complete Financial Planning Llc
(2024-12-31 → 2025-03-31)
Vanguard Total International Stock Etf
VXUS
2025-04-24
Value Change
arrow_upward 1.15M
Shares
arrow_upward 9.28K
Portfolio % Change
arrow_upward 1.16%
Portfolio %
11.25%
Vanguard Total Bond Market Etf
BND
2025-04-24
Value Change
arrow_upward 1.01M
Shares
arrow_upward 7.28K
Portfolio % Change
arrow_upward 1.09%
Portfolio %
22.03%
Usa Compression Partners Lp Comunit Ltdpar
USAC
2025-04-24
Value Change
arrow_upward 331.74K
Shares
arrow_upward 586.00
Portfolio % Change
arrow_upward 0.33%
Portfolio %
2.40%
Vanguard Tax-Exempt Bond Etf
VTEB
2025-04-24
Value Change
arrow_upward 249.35K
Shares
arrow_upward 6.78K
Portfolio % Change
arrow_upward 0.29%
Portfolio %
8.43%
Guggenheim Strategic Opportun Com Sbi
GOF
2025-04-24
Value Change
arrow_upward 98.08K
Shares
arrow_upward 5.71K
Portfolio % Change
arrow_upward 0.10%
Portfolio %
0.52%
Enterprise Prods Partners L P Com
EPD
2025-04-24
Value Change
arrow_upward 69.35K
Shares
arrow_upward 1.51K
Portfolio % Change
arrow_upward 0.07%
Portfolio %
0.26%
Pimco Dynamic Income Fd Shs
PDI
2025-04-24
Value Change
arrow_upward 66.41K
Shares
arrow_upward 2.46K
Portfolio % Change
arrow_upward 0.06%
Portfolio %
0.28%
Cornerstone Total Return Fd In Com
CRF
2025-04-24
Value Change
arrow_upward 62.74K
Shares
arrow_upward 17.05K
Portfolio % Change
arrow_upward 0.06%
Portfolio %
0.39%
Vanguard Total International Bond Etf
BNDX
2025-04-24
Value Change
arrow_upward 51.58K
Shares
arrow_upward 1.14K
Portfolio % Change
arrow_upward 0.05%
Portfolio %
0.85%
Pennymac Mtg Invt Tr Com
PMT
2025-04-24
Value Change
arrow_upward 39.25K
Shares
arrow_upward 101.00
Portfolio % Change
arrow_upward 0.04%
Portfolio %
0.26%
Top Decreases | Mallini Complete Financial Planning Llc
(2024-12-31 → 2025-03-31)
Pimco Municipal Income Opportunities Active Exchange-Traded Fund
MINO
2025-04-24
Value Change
arrow_downward -1980.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.26%
Invesco High Income Tr Ii Com
VLT
2025-04-24
Value Change
arrow_downward -4164.00
Shares
arrow_downward 243.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.19%
Vanguard Dividend Appreciation Etf
VIG
2025-04-24
Value Change
arrow_downward -5556.00
Shares
arrow_downward -8.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.39%
Jpmorgan Equity Premium Income Etf
JEPI
2025-04-24
Value Change
arrow_downward -6150.00
Shares
arrow_downward -71.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.29%
Vaneck Preferred Securities Ex Financials Etf
PFXF
2025-04-24
Value Change
arrow_downward -7037.00
Shares
arrow_downward -117.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.16%
Ishares Preferred & Income Securities Etf
PFF
2025-04-24
Value Change
arrow_downward -8651.00
Shares
arrow_downward -76.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.26%
Ishares Msci Usa Momentum Factor Etf
MTUM
2025-04-24
Value Change
arrow_downward -9618.00
Shares
arrow_downward 1.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.39%
Exxon Mobil Corp Com
XOM
2025-04-24
Value Change
arrow_downward -11928.00
Shares
arrow_downward -317.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.22%
Flaherty & Crumrine Total Retu Com
FLC
2025-04-24
Value Change
arrow_downward -13246.00
Shares
arrow_downward -876.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.28%
Royal Bk Cda Com
RY
2025-04-24
Value Change
arrow_downward -18294.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.24%
Mallini Complete Financial Planning Llc (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Mallini Complete Financial Planning Llc
(2024-12-31 → 2025-03-31)
Duke Energy Corp New Com New
DUK
2025-04-24
Value
add_circle 201.63K
Shares
1.65K
Portfolio %
0.19%
% Change
0.19%
Goldman Sachs Bdc Inc Shs
GSBD
2025-04-24
Value
add_circle 119.10K
Shares
10.24K
Portfolio %
0.11%
% Change
0.11%
Shattuck Labs Inc Com
STTK
2025-04-24
Value
add_circle 18.18K
Shares
19.13K
Portfolio %
0.02%
% Change
0.02%
Closed Positions | Mallini Complete Financial Planning Llc
(2024-12-31 → 2025-03-31)
Vanguard Extended Market Etf
-
2025-02-10
Value
remove_circle 203.09K
Shares
1.07K
Previous %
20.94%
% Change
-20.94%
Ishares Core S&p Mid-Cap Etf
-
2025-02-10
Value
remove_circle 209.11K
Shares
3.36K
Previous %
20.94%
% Change
-20.94%
Invesco Qqq Trust Series I
-
2025-02-10
Value
remove_circle 212.08K
Shares
415.00
Previous %
20.94%
% Change
-20.94%
Vanguard Short-Term Bond Etf
-
2025-02-10
Value
remove_circle 234.21K
Shares
3.03K
Previous %
20.94%
% Change
-20.94%