Mallini Complete Financial Planning LLC Portfolio Holdings by Sector

Mallini Complete Financial Planning LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BND VXUS VTEB ESGV EAGG VOO BNDX VSGX 29 stocks	$57.8 Million 54.96% of portfolio	29	-	29	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$36.3 Million 34.5% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services ARCC GOF CRF AB FLC HPI PFN EVV 16 stocks	$4.73 Million 4.5% of portfolio	16	-	16	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy USAC 1 stocks	$2.18 Million 2.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET ENB EPD 3 stocks	$1.17 Million 1.12% of portfolio	3	-	3	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$745,613 0.71% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$630,966 0.6% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate PMT NRZ EFC 3 stocks	$499,049 0.47% of portfolio	3	-	3	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$331,149 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO 1 stocks	$275,843 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services RY 1 stocks	$268,532 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$244,395 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts

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