Data as of Q4 2025 (Dec 31, 2025)

Mallini Complete Financial Planning LLC

•CIK: 2049540•Filing: Q4 2025

**Mallini Complete Financial Planning LLC** manages $124M across 62 diverse positions, exhibiting a core allocation to broad market indices. The portfolio is significantly anchored by VTI ($43.5M) and BND ($23.6M), suggesting a foundational focus on U.S. equity and fixed income stability. Notable diversification is maintained through international exposure via VXUS ($14.9M) and VTEB ($12.3M). This structure indicates a disciplined, core-satellite approach emphasizing broad market capture.

Total AUM
$112.7M
QoQ Performance
-0.4%
Positions
32
Top 10 Concentration
93.4%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
BND
VXUS
VTEB
VTI38.6%
BND20.9%
VXUS13.3%
VTEB11.0%
ESGV2.9%
EAGG2.5%
USAC1.9%
VSGX0.9%

📈 Biggest Buys

VTEB
VANGUARD TAX-EXEMPT BOND ETF
+4.9%
11.0% of portfolio
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
+8.8%
2.5% of portfolio
EFC
ELLINGTON FINANCIAL INC COM
NEW
0.1% of portfolio
STTK
SHATTUCK LABS INC COM
NEW
0.1% of portfolio
CRF
CORNERSTONE TOTAL RETURN FD IN COM
+4.9%
0.5% of portfolio

📉 Biggest Sells

VTI
VANGUARD TOTAL STOCK MARKET ETF
-1.3%
38.6% of portfolio
BND
VANGUARD TOTAL BOND MARKET ETF
-0.8%
20.9% of portfolio
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-1.0%
13.3% of portfolio
ESGV
VANGUARD ESG U.S. STOCK ETF
-3.0%
2.9% of portfolio
HPI
HANCOCK JOHN PFD INCOME FD SH BEN INT
-1.5%
0.3% of portfolio

Sector Breakdown

Other100.0%

🚪 Exited Positionssold since Q3 2025

AAPL
APPLE INC COM
SOLD
$780.9K
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
SOLD
$542.0K
AB
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
SOLD
$357.5K

Changes from Q3 2025

NEW2 new positions
↑23 increased
↓5 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

VTI38.6%
VANGUARD TOTAL STOCK MARKET ETF
$43.5M
BND20.9%
VANGUARD TOTAL BOND MARKET ETF
$23.6M
VXUS13.3%
VANGUARD TOTAL INTERNATIONAL STOCK ETF
$14.9M
VTEB11.0%
VANGUARD TAX-EXEMPT BOND ETF
$12.3M
ESGV2.9%
VANGUARD ESG U.S. STOCK ETF
$3.3M

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