StockDriftsStockDriftsTop 50 Mallini Complete Financial Planning Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 34.03% | 133.9K | $43.0M | +3.20%(+4.15K) | $288.37(+23.80%) | 2026-03-31 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 20.13% | 345.2K | $25.4M | +8.49%(+27.02K) | $73.53(-0.39%) | 2026-03-31 | |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 12.25% | 200.6K | $15.5M | +1.34%(+2.65K) | $62.37(+33.74%) | 2026-03-31 | |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 10.15% | 256.8K | $12.8M | +4.68%(+11.47K) | $50.31(-0.33%) | 2026-03-31 | |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 2.61% | 29.4K | $3.3M | +7.04%(+1.93K) | $104.17(+22.05%) | 2026-03-31 | |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 2.41% | 63.9K | $3.0M | +8.21%(+4.85K) | $47.55(-0.52%) | 2026-03-31 | |
| USAC | USA COMPRESSION PARTNERS LP COM UNIT LTDPAR | 2.03% | 94.5K | $2.6M | +0.72%(+679) | $23.27(+17.53%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 0.99% | 2.1K | $1.2M | +0.05%(+1) | $533.34(+24.74%) | 2026-03-31 | |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 0.88% | 15.4K | $1.1M | +3.99%(+591) | $59.89(+30.74%) | 2026-03-31 | |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 0.61% | 15.0K | $764K | +0.62%(+93) | $50.83(+0.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.98% | +12.43% |
| Top 20 Holdings Unweighted | +3.65% | +11.35% |
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