Mallini Complete Financial Planning LLC Portfolio Holdings by Sector

Mallini Complete Financial Planning LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BND VXUS VTEB ESGV EAGG VOO BNDX VSGX 25 stocks	$57.9 Million 55.37% of portfolio	10	8	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$34.7 Million 33.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ARCC GOF CRF AB PFN TSLX FLC PDI 17 stocks	$5.19 Million 4.97% of portfolio	14	3	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy USAC 1 stocks	$2.51 Million 2.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET EPD ENB 3 stocks	$1.21 Million 1.16% of portfolio	2	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$661,919 0.63% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate PMT NRZ EFC 3 stocks	$560,495 0.54% of portfolio	3	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$546,807 0.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO DUK 2 stocks	$504,667 0.48% of portfolio	1	1	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services RY 1 stocks	$250,238 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$232,467 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$212,511 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare STTK 1 stocks	$18,177 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts

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