§ 13F · FUND PROFILE
Mallini Complete Financial Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $79M (13F)Positions · 60Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$541K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 134K | $43M | 34.0% | +3% |
| 2 | BND | VANGUARD TOTAL BOND MARKET ETF | 345K | $25M | 20.1% | +8% |
| 3 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 201K | $15M | 12.3% | +1% |
| 4 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | 257K | $13M | 10.1% | +5% |
| 5 | ESGV | VANGUARD ESG U.S. STOCK ETF | 29K | $3M | 2.6% | +7% |
| 6 | EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 64K | $3M | 2.4% | +8% |
| 7 | USAC | USA COMPRESSION PARTNERS LP COM UNIT LTDPAR | 94K | $3M | 2.0% | +1% |
| 8 | VOO | VANGUARD S&P 500 ETF | 2K | $1M | 1.0% | ±0% |
| 9 | VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 15K | $1M | 0.9% | +4% |
| 10 | JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 15K | $764K | 0.6% | +1% |
§ 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 $79 million in assets. The fund runs a portfolio of 60 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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