account_balance
Investment manager · 13F filer · SEC CIK 2049540
Mallini Complete Financial Planning LLC
Reported value$143Mas of Sep 30, 2026
Positions72 6 new, 4 sold out
Top 10 weight82.6%VTI alone is 33%
FiledOct 66 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Morningstar Total Stock Market ETF
32.8%Trimmed −4%
VCRBVanguard Core Bond ETF
19.8%Added +4%
VXUSVanguard Total International Stock ETF
11.9%
VCRMVanguard Core Tax-Exempt Bond ETF
8.6%Added +30%
ESGVVanguard Esg U.S. Stock ETF
2.8%
EAGGiShares Esg Aware US Aggregate Bond ETF
2.1%
USACUSA Compression Partners, LP
1.6%
CRD-A1.1%VOO1.0%
AAPLVSGX
SPYM
VTIVanguard Morningstar Total Stock Market ETF
32.8%Trimmed −4%
VCRBVanguard Core Bond ETF
19.8%Added +4%
VXUSVanguard Total International Stock ETF
11.9%
VCRMVanguard Core Tax-Exempt Bond ETF
8.6%+30%
ESGV2.8%
EAGG
USACBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Morningstar Total Stock Market ETF 32.8% Trimmed −4%
VCRB Vanguard Core Bond ETF 19.8% Added +4%
VXUS Vanguard Total International Stock ETF 11.9% Held
VCRM Vanguard Core Tax-Exempt Bond ETF 8.6% Added +30%
ESGV Vanguard Esg U.S. Stock ETF 2.8% Held
EAGG iShares Esg Aware US Aggregate Bond ETF 2.1% Added +3%
USAC USA Compression Partners, LP 1.6% Trimmed −4%CRD-A Crawford & Co 1.1% NewVOO Vanguard S&P 500 ETF 1.0% Held
AAPL Apple Inc. 0.9% Added +37%VSGX Vanguard Esg International Stock ETF 0.9% Held
SPYM State Street SPDR Portfolio S&P 500 ETF 0.7% New
What changed
Biggest moves since Jun 30, 2026
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