CIK 2049540
Mallini Complete Financial Planning LLC
Institutional 13F holdings & portfolio
Holdings
62
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 62
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 130K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 318K | $1M+ | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 198K | $1M+ | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 245K | $1M+ | SH |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 27K | $1M+ | SH |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 59K | $1M+ | SH |
| USAC | USA COMPRESSION PARTNERS LP COM UNIT LTDPAR | 94K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 2K | $1M+ | PRN |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 15K | $1M+ | SH |
| AAPL | APPLE INC COM | 3K | $500K+ | PRN |
| ARCC | ARES CAPITAL CORP COM | 40K | $500K+ | SH |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 15K | $500K+ | SH |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | 14K | $500K+ | SH |
| AMZN | AMAZON COM INC COM | 3K | $500K+ | PRN |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 5K | $500K+ | PRN |
| GOF | GUGGENHEIM STRATEGIC OPPORTUN COM SBI | 47K | $500K+ | SH |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | 36K | $500K+ | SH |
| CRF | CORNERSTONE TOTAL RETURN FD IN COM | 72K | $500K+ | SH |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 2K | $500K+ | PRN |
| IVV | ISHARES CORE S&P 500 ETF | 800 | $500K+ | PRN |
| JMUB | JPMORGAN MUNICIPAL ETF | 11K | $500K+ | SH |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | 3K | $100K–$500K | PRN |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 2K | $100K–$500K | PRN |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | 2K | $100K–$500K | PRN |
| PFN | PIMCO INCOME STRATEGY FD II COM | 54K | $100K–$500K | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 8K | $100K–$500K | PRN |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | 15K | $100K–$500K | SH |
| RY | ROYAL BK CDA COM | 2K | $100K–$500K | PRN |
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | 10K | $100K–$500K | PRN |
| PDI | PIMCO DYNAMIC INCOME FD SHS | 19K | $100K–$500K | SH |
| EVV | EATON VANCE LIMITED DURATION I COM | 34K | $100K–$500K | SH |
| TSLX | SIXTH STREET SPECIALTY LENDING COM | 15K | $100K–$500K | SH |
| TSLA | TESLA INC COM | 741 | $100K–$500K | PRN |
| FLC | FLAHERTY & CRUMRINE TOTAL RETU COM | 18K | $100K–$500K | SH |
| ISD | PGIM HIGH YIELD BOND FUND INC COM | 22K | $100K–$500K | SH |
| PRF | INVESCO RAFI US 1000 ETF | 7K | $100K–$500K | PRN |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | 6K | $100K–$500K | PRN |
| SO | SOUTHERN CO COM | 3K | $100K–$500K | PRN |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 5K | $100K–$500K | PRN |
| HPI | HANCOCK JOHN PFD INCOME FD SH BEN INT | 17K | $100K–$500K | SH |
| MINO | PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | 6K | $100K–$500K | PRN |
| IVW | ISHARES S&P 500 GROWTH ETF | 2K | $100K–$500K | PRN |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | 8K | $100K–$500K | PRN |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 8K | $100K–$500K | PRN |
| ENB | ENBRIDGE INC COM | 5K | $100K–$500K | PRN |
| NVDA | NVIDIA CORPORATION COM | 1K | $100K–$500K | PRN |
| XOM | EXXON MOBIL CORP COM | 2K | $100K–$500K | PRN |
| QQQ | INVESCO QQQ TRUST SERIES I | 393 | $100K–$500K | PRN |
| PMT | PENNYMAC MTG INVT TR COM | 19K | $100K–$500K | SH |
| RA | BROOKFIELD REAL ASSETS INCOME SHS BEN INT | 18K | $100K–$500K | SH |