Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mallini Complete Financial Planning LLC (CIK 2049540) reported $126.3M across 61 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($43.0M, 34.03%), BND ($25.4M, 20.13%), VXUS ($15.5M, 12.25%), VTEB ($12.8M, 10.15%), ESGV ($3.3M, 2.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $43.0M | 34.03% | 133,910 | Added |
| 2 | BND | VANGUARD TOTAL BOND MARKET ETF | $25.4M | 20.13% | 345,212 | Added |
| 3 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $15.5M | 12.25% | 200,583 | Added |
| 4 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | $12.8M | 10.15% | 256,806 | Added |
| 5 | ESGV | VANGUARD ESG U.S. STOCK ETF | $3.3M | 2.61% | 29,379 | Added |
| 6 | EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $3.0M | 2.41% | 63,942 | Added |
| 7 | USAC | USA COMPRESSION PARTNERS LP COM UNIT LTDPAR | $2.6M | 2.03% | 94,489 | Added |
| 8 | VOO | VANGUARD S&P 500 ETF | $1.2M | 0.99% | 2,084 | Added |
| 9 | VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $1.1M | 0.88% | 15,406 | Added |
| 10 | JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $764,495 | 0.61% | 14,995 | Added |
| 11 | MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $735,879 | 0.58% | 14,100 | Hold |
| 12 | ARCC | ARES CAPITAL CORP COM | $718,548 | 0.57% | 39,875 | Added |
| 13 | AAPL | APPLE INC COM | $706,448 | 0.56% | 2,783 | Trimmed |
| 14 | ET | ENERGY TRANSFER L P COM UT LTD PTN | $705,430 | 0.56% | 36,550 | Added |
| 15 | AMZN | AMAZON COM INC COM | $632,724 | 0.50% | 3,038 | Trimmed |
| 16 | GOF | GUGGENHEIM STRATEGIC OPPORTUN COM SBI | $555,607 | 0.44% | 50,418 | Added |
| 17 | CRF | CORNERSTONE TOTAL RETURN FD COM | $548,820 | 0.43% | 78,966 | Added |
| 18 | JMUB | JPMORGAN MUNICIPAL ETF | $529,894 | 0.42% | 10,600 | Hold |
| 19 | MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $530,723 | 0.42% | 2,211 | Hold |
| 20 | IVV | ISHARES CORE S&P 500 ETF | $522,568 | 0.41% | 800 | Hold |
| 21 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $510,901 | 0.40% | 3,449 | Trimmed |
| 22 | SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $450,725 | 0.36% | 3,412 | Hold |
| 23 | LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | $438,667 | 0.35% | 2,463 | Added |
| 24 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $399,247 | 0.32% | 8,309 | Added |
| 25 | AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $383,269 | 0.30% | 10,236 | Added |
Source: SEC Form 13F filings · as of 2026-03-31