0001706669-19-000010.txt : 20191003 0001706669-19-000010.hdr.sgml : 20191003 20191003133234 ACCESSION NUMBER: 0001706669-19-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191003 DATE AS OF CHANGE: 20191003 EFFECTIVENESS DATE: 20191003 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: 191135129 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 09-30-2019 09-30-2019 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 10-03-2019 0 45 111089 false INFORMATION TABLE 2 Sept2019_13f.xml 2019 Q 3 ISHARES INC MSCI JPN ETF NEW 46434G822 607 10705 SH SOLE 0 0 10705 ISHARES TR S&P 500 VAL ETF 464287408 726 6095 SH SOLE 0 0 6095 ISHARES TR CORE S&P500 ETF 464287200 462 1548 SH SOLE 0 0 1548 SPDR S&P 500 ETF TR TR UNIT 78462F103 536 1805 SH SOLE 0 0 1805 AMAZON COM INC COM 023135106 398 229 SH SOLE 0 0 229 MICROSOFT CORP COM 594918104 316 2275 SH SOLE 0 0 2275 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 7838 201549 SH SOLE 0 0 201549 ISHARES TR RUS MID CAP ETF 464287499 264 4716 SH SOLE 0 0 4716 AUTOMATIC DATA PROCESSING IN COM 053015103 410 2537 SH SOLE 0 0 2537 NIKE INC CL B 654106103 598 6372 SH SOLE 0 0 6372 JPMORGAN CHASE & CO COM 46625H100 248 2104 SH SOLE 0 0 2104 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 7673 240073 SH SOLE 0 0 240073 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1078 26768 SH SOLE 0 0 26768 W P CAREY INC COM 92936U109 371 4147 SH SOLE 0 0 4147 VANGUARD INDEX FDS VALUE ETF 922908744 4891 43818 SH SOLE 0 0 43818 VANGUARD INDEX FDS MID CAP ETF 922908629 797 4756 SH SOLE 0 0 4756 VANGUARD INDEX FDS SM CP VAL ETF 922908611 384 2982 SH SOLE 0 0 2982 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 408 4371 SH SOLE 0 0 4371 VANGUARD INDEX FDS SMALL CP ETF 922908751 341 2219 SH SOLE 0 0 2219 VANGUARD INDEX FDS GROWTH ETF 922908736 5021 30197 SH SOLE 0 0 30197 VANGUARD INDEX FDS SML CP GRW ETF 922908595 510 2799 SH SOLE 0 0 2799 SPDR SERIES TRUST S&P DIVID ETF 78464A763 208 2027 SH SOLE 0 0 2027 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 919 6207 SH SOLE 0 0 6207 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 732 6474 SH SOLE 0 0 6474 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 505 6247 SH SOLE 0 0 6247 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 5050 149021 SH SOLE 0 0 149021 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4429 129199 SH SOLE 0 0 129199 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 1025 34870 SH SOLE 0 0 34870 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1338 32582 SH SOLE 0 0 32582 SPDR SERIES TRUST SPDR BLOOMBERG 78468R663 12894 140785 SH SOLE 0 0 140785 ISHARES TR EAFE SML CP ETF 464288273 386 6742 SH SOLE 0 0 6742 ISHARES TR CRE U S REIT ETF 464288521 2465 44381 SH SOLE 0 0 44381 INVESCO EXCHNG TRADED FD TR FTSE RAFI EMNG 46138E727 1093 54437 SH SOLE 0 0 54437 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3171 108015 SH SOLE 0 0 108015 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 607 7486 SH SOLE 0 0 7486 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 3731 55451 SH SOLE 0 0 55451 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 11053 358266 SH SOLE 0 0 358266 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 210 3622 SH SOLE 0 0 3622 SPDR SERIES TRUST PORTFOLIO SH TSR 78468R101 10034 334237 SH SOLE 0 0 334237 SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 2511 83687 SH SOLE 0 0 83687 ISHARES TR CORE MSCI PAC 46434V696 2403 42751 SH SOLE 0 0 42751 ISHARES TR CUR HD EURZN ETF 46434V639 220 7120 SH SOLE 0 0 7120 SPDR SERIES TRUST PRTFLO S&P500 HI 78468R788 5791 152470 SH SOLE 0 0 152470 ISHARES TR ESG MSCI EAFE 46435G516 255 3981 SH SOLE 0 0 3981 WORLD GOLD TR SPDR GLD MINIS 98149E204 6182 420550 SH SOLE 0 0 420550