0001706669-20-000003.txt : 20200406 0001706669-20-000003.hdr.sgml : 20200406 20200406151027 ACCESSION NUMBER: 0001706669-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200406 DATE AS OF CHANGE: 20200406 EFFECTIVENESS DATE: 20200406 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: 20776835 BUSINESS ADDRESS: STREET 1: 11850 SW 67TH AVENUE, SUITE 100 CITY: PORTLAND STATE: OR ZIP: 97223 BUSINESS PHONE: 5032419550 MAIL ADDRESS: STREET 1: 11850 SW 67TH AVENUE, SUITE 100 CITY: PORTLAND STATE: OR ZIP: 97223 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001706669 XXXXXXXX 03-31-2020 03-31-2020 TPG Financial Advisors, LLC

11850 SW 67TH AVENUE, SUITE 100 PORTLAND OR 97223

13F HOLDINGS REPORT 028-19024 N JoAnne Sweeney 503-941-4316 JoAnne Sweeney Portland OR 04-06-2020 0 48 103578 false INFORMATION TABLE 2 Mar2020_13f.xml ISHARES INC MSCI JPN ETF NEW 46434G822 1019 20628 SH SOLE 0 0 0 20628 ISHARES TR S&P 500 VAL ETF 464287408 552 5740 SH SOLE 0 0 0 5740 ISHARES TR CORE S&P500 ETF 464287200 426 1648 SH SOLE 0 0 0 1648 SPDR S&P 500 ETF TR TR UNIT 78462F103 399 1547 SH SOLE 0 0 0 1547 AMAZON COM INC COM 023135106 357 183 SH SOLE 0 0 0 183 INTEL CORP COM 458140100 210 3889 SH SOLE 0 0 0 3889 MICROSOFT CORP COM 594918104 555 3521 SH SOLE 0 0 0 3521 SPDR SER TR PRTFLO S&P500 GW 78464A409 7116 199103 SH SOLE 0 0 0 199103 ISHARES TR RUS MID CAP ETF 464287499 204 4716 SH SOLE 0 0 0 4716 AUTOMATIC DATA PROCESSING IN COM 053015103 346 2530 SH SOLE 0 0 0 2530 NIKE INC CL B 654106103 643 7777 SH SOLE 0 0 0 7777 APPLE INC COM 037833100 294 1155 SH SOLE 0 0 0 1155 SPDR SER TR PRTFLO S&P500 VL 78464A508 6148 237925 SH SOLE 0 0 0 237925 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1982 59063 SH SOLE 0 0 0 59063 WP CAREY INC COM 92936U109 227 3907 SH SOLE 0 0 0 3907 VANGUARD INDEX FDS VALUE ETF 922908744 4210 47266 SH SOLE 0 0 0 47266 VANGUARD INDEX FDS MID CAP ETF 922908629 1243 9445 SH SOLE 0 0 0 9445 VANGUARD INDEX FDS SM CP VAL ETF 922908611 301 3386 SH SOLE 0 0 0 3386 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 428 6121 SH SOLE 0 0 0 6121 VANGUARD INDEX FDS SMALL CP ETF 922908751 595 5153 SH SOLE 0 0 0 5153 VANGUARD INDEX FDS GROWTH ETF 922908736 4293 27397 SH SOLE 0 0 0 27397 VANGUARD INDEX FDS SML CP GRW ETF 922908595 449 2988 SH SOLE 0 0 0 2988 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 765 6041 SH SOLE 0 0 0 6041 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 534 6568 SH SOLE 0 0 0 6568 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 507 6165 SH SOLE 0 0 0 6165 SPDR SER TR PORTFOLIO S&P400 78464A847 3618 142845 SH SOLE 0 0 0 142845 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 3484 122420 SH SOLE 0 0 0 122420 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 731 32088 SH SOLE 0 0 0 32088 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1471 44108 SH SOLE 0 0 0 44108 SPDR SER TR SPDR BLOOMBERG 78468R663 13629 148735 SH SOLE 0 0 0 148735 ISHARES TR EAFE SML CP ETF 464288273 454 10122 SH SOLE 0 0 0 10122 ISHARES TR CRE U S REIT ETF 464288521 1819 46430 SH SOLE 0 0 0 46430 INVESCO EXCHANGE-TRADED FD T FTSE RAFI EMNG 46138E727 360 23305 SH SOLE 0 0 0 23305 VISA INC COM CL A 92826C839 200 1244 SH SOLE 0 0 0 1244 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2395 100022 SH SOLE 0 0 0 100022 INVESCO EXCHANGE-TRADED FD T PFD ETF 46138E511 210 15980 SH SOLE 0 0 0 15980 ISHARES TR MODERT ALLOC ETF 464289875 214 5816 SH SOLE 0 0 0 5816 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 302 3822 SH SOLE 0 0 0 3822 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 2915 56897 SH SOLE 0 0 0 56897 SPDR SER TR PORTFOLIO SHORT 78464A474 11433 377945 SH SOLE 0 0 0 377945 PHILLIPS 66 COM 718546104 550 10251 SH SOLE 0 0 0 10251 SPDR SER TR PORTFOLIO SH TSR 78468R101 10769 350564 SH SOLE 0 0 0 350564 SPDR SER TR PORTFOLIO S&P600 78468R853 1721 78814 SH SOLE 0 0 0 78814 ISHARES TR CORE MSCI PAC 46434V696 1691 36479 SH SOLE 0 0 0 36479 ISHARES TR CUR HD EURZN ETF 46434V639 277 11753 SH SOLE 0 0 0 11753 SPDR SER TR PRTFLO S&P500 HI 78468R788 4242 172430 SH SOLE 0 0 0 172430 ISHARES TR ESG MSCI EAFE 46435G516 208 3920 SH SOLE 0 0 0 3920 WORLD GOLD TR SPDR GLD MINIS 98149E204 7082 450509 SH SOLE 0 0 0 450509