0001706669-19-000009.txt : 20190708 0001706669-19-000009.hdr.sgml : 20190708 20190705175851 ACCESSION NUMBER: 0001706669-19-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190708 DATE AS OF CHANGE: 20190705 EFFECTIVENESS DATE: 20190708 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TPG Financial Advisors, LLC CENTRAL INDEX KEY: 0001706669 IRS NUMBER: 205282002 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19024 FILM NUMBER: 19944089 BUSINESS ADDRESS: STREET 1: 11740 SW 68TH PARKWAY, SUITE 200 CITY: PORTLAND STATE: OR ZIP: 97223 BUSINESS PHONE: 5032419550 MAIL ADDRESS: STREET 1: 11740 SW 68TH PARKWAY, SUITE 200 CITY: PORTLAND STATE: OR ZIP: 97223 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001706669 XXXXXXXX 06-30-2019 06-30-2019 TPG Financial Advisors, LLC

11740 SW 68TH PARKWAY, SUITE 200 PORTLAND OR 97223

13F HOLDINGS REPORT 028-19024 N JoAnne Sweeney 503-941-4316 JoAnne Sweeney Portland OR 07-05-2019 0 40 109247 false INFORMATION TABLE 2 July2019_13f.xml VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1254 29669 SH SOLE 0 0 29669 ISHARES TR S&P 500 VAL ETF 464287408 722 6095 SH SOLE 0 0 6095 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 3780 110193 SH SOLE 0 0 110193 MICROSOFT CORP COM 594918104 258 1875 SH SOLE 0 0 1875 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 7874 199092 SH SOLE 0 0 199092 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 708 16415 SH SOLE 0 0 16415 ISHARES TR CORE S&P500 ETF 464287200 465 1548 SH SOLE 0 0 1548 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2342 78128 SH SOLE 0 0 78128 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 7469 235110 SH SOLE 0 0 235110 SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 1957 63465 SH SOLE 0 0 63465 VANGUARD INDEX FDS SMALL CP ETF 922908751 283 1787 SH SOLE 0 0 1787 ISHARES TR CORE S&P SCP ETF 464287804 206 2621 SH SOLE 0 0 2621 AMAZON COM INC COM 023135106 444 229 SH SOLE 0 0 229 JPMORGAN CHASE & CO COM 46625H100 227 2014 SH SOLE 0 0 2014 SPDR SERIES TRUST SPDR BLOOMBERG 78468R663 29918 327042 SH SOLE 0 0 327042 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 605 7511 SH SOLE 0 0 7511 INVESCO EXCHNG TRADED FD TR FTSE RAFI EMNG 46138E727 1561 71517 SH SOLE 0 0 71517 ISHARES TR RUS MID CAP ETF 464287499 268 4716 SH SOLE 0 0 4716 VANGUARD INDEX FDS GROWTH ETF 922908736 5079 30407 SH SOLE 0 0 30407 ISHARES TR CORE MSCI PAC 46434V696 1863 32810 SH SOLE 0 0 32810 ISHARES TR EAFE SML CP ETF 464288273 398 6799 SH SOLE 0 0 6799 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 361 4012 SH SOLE 0 0 4012 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 814 26765 SH SOLE 0 0 26765 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 505 6272 SH SOLE 0 0 6272 VANGUARD INDEX FDS VALUE ETF 922908744 4973 44095 SH SOLE 0 0 44095 ISHARES INC MSCI JPN ETF NEW 46434G822 607 10891 SH SOLE 0 0 10891 W P CAREY INC COM 92936U109 325 3937 SH SOLE 0 0 3937 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 957 6301 SH SOLE 0 0 6301 VANGUARD INDEX FDS SML CP GRW ETF 922908595 531 2814 SH SOLE 0 0 2814 ISHARES TR CRE U S REIT ETF 464288521 2371 44376 SH SOLE 0 0 44376 VANGUARD INDEX FDS MID CAP ETF 922908629 655 3857 SH SOLE 0 0 3857 VANGUARD INDEX FDS SM CP VAL ETF 922908611 419 3188 SH SOLE 0 0 3188 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 204 3622 SH SOLE 0 0 3622 AUTOMATIC DATA PROCESSING IN COM 053015103 416 2537 SH SOLE 0 0 2537 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 3276 90352 SH SOLE 0 0 90352 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 10888 354665 SH SOLE 0 0 354665 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 3012 44546 SH SOLE 0 0 44546 SPDR S&P 500 ETF TR TR UNIT 78462F103 575 1923 SH SOLE 0 0 1923 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 739 6540 SH SOLE 0 0 6540 SPDR SERIES TRUST PORTFOLIO SH TSR 78468R101 9938 331705 SH SOLE 0 0 331705