SEC Form 13F

Mallini Complete Financial Planning LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-09
Reported value$140,174,505
Positions70

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD TOTAL STOCK MARKET ETFVTIETF$48,048,614129,847
VANGUARD CORE BOND ETFVCRBETF$28,601,122370,324
VANGUARD TOTAL INTERNATIONAL STOCK ETFVXUSETF$16,882,166197,475
VANGUARD CORE TAX-EXEMPT BOND ETFVCRMETF$10,067,686131,776
VANGUARD ESG U.S. STOCK ETFESGVETF$3,855,32429,154
ISHARES ESG AWARE US AGGREGATE BOND ETFEAGGETF$3,067,14264,694
USA COMPRESSION PARTNERS LP COM UNIT LTDPARUSACStock$2,521,05895,530
VANGUARD TAX-EXEMPT BOND ETFVTEBETF$2,383,17747,117
VANGUARD S&P 500 ETFVOOETF$1,432,4282,085
VANGUARD ESG INTERNATIONAL STOCK ETFVSGXETF$1,268,20015,402

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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