§ 13F · FUND PROFILE
Mallini Complete Financial Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $79.1T (13F)Positions · 60Turnover · — · Q4Filed · Jan 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$124.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 130K | $43.5T | 35.0% | NEW |
| 2 | BND | VANGUARD TOTAL BOND MARKET ETF | 318K | $23.6T | 18.9% | NEW |
| 3 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 198K | $14.9T | 12.0% | NEW |
| 4 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | 245K | $12.3T | 9.9% | NEW |
| 5 | ESGV | VANGUARD ESG U.S. STOCK ETF | 27K | $3.3T | 2.7% | NEW |
| 6 | EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 59K | $2.8T | 2.3% | NEW |
| 7 | USAC | USA COMPRESSION PARTNERS LP COM UNIT LTDPAR | 94K | $2.2T | 1.7% | NEW |
| 8 | VOO | VANGUARD S&P 500 ETF | 2K | $1.3T | 1.1% | NEW |
| 9 | VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 15K | $1.1T | 0.9% | NEW |
| 10 | AAPL | APPLE INC COM | 3K | $807.2B | 0.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MALLINI SIGNAL
AC read
Mallini Complete Financial Planning LLC is a Other fund managing $79123.0 trillion in assets. The fund runs a portfolio of 60 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed