0001706669-20-000004.txt : 20200710 0001706669-20-000004.hdr.sgml : 20200710 20200710124849 ACCESSION NUMBER: 0001706669-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200710 DATE AS OF CHANGE: 20200710 EFFECTIVENESS DATE: 20200710 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: 201022617 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 06-30-2020 06-30-2020 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 07-10-2020 0 50 116431 false INFORMATION TABLE 2 June2020_13f.xml ISHARES TR S&P 500 VAL ETF 464287408 383 3542 SH SOLE 0 0 0 3542 ISHARES TR CORE S&P500 ETF 464287200 479 1548 SH SOLE 0 0 0 1548 SPDR S&P 500 ETF TR TR UNIT 78462F103 354 1148 SH SOLE 0 0 0 1148 ADOBE INC COM 00724F101 227 521 SH SOLE 0 0 0 521 AMAZON COM INC COM 023135106 560 203 SH SOLE 0 0 0 203 INTEL CORP COM 458140100 248 4140 SH SOLE 0 0 0 4140 MICROSOFT CORP COM 594918104 749 3681 SH SOLE 0 0 0 3681 COCA COLA CO COM 191216100 204 4556 SH SOLE 0 0 0 4556 VERIZON COMMUNICATIONS INC COM 92343V104 207 3760 SH SOLE 0 0 0 3760 SPDR SER TR PRTFLO S&P500 GW 78464A409 7754 172613 SH SOLE 0 0 0 172613 ISHARES TR RUS MID CAP ETF 464287499 253 4716 SH SOLE 0 0 0 4716 AUTOMATIC DATA PROCESSING IN COM 053015103 377 2530 SH SOLE 0 0 0 2530 PROCTER AND GAMBLE CO COM 742718109 217 1817 SH SOLE 0 0 0 1817 HOME DEPOT INC COM 437076102 241 962 SH SOLE 0 0 0 962 NIKE INC CL B 654106103 567 5784 SH SOLE 0 0 0 5784 UNITEDHEALTH GROUP INC COM 91324P102 244 827 SH SOLE 0 0 0 827 APPLE INC COM 037833100 471 1292 SH SOLE 0 0 0 1292 SPDR SER TR PRTFLO S&P500 VL 78464A508 7176 247629 SH SOLE 0 0 0 247629 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1801 45470 SH SOLE 0 0 0 45470 WP CAREY INC COM 92936U109 264 3907 SH SOLE 0 0 0 3907 VANGUARD INDEX FDS VALUE ETF 922908744 4713 47327 SH SOLE 0 0 0 47327 VANGUARD INDEX FDS MID CAP ETF 922908629 1569 9575 SH SOLE 0 0 0 9575 VANGUARD INDEX FDS SM CP VAL ETF 922908611 351 3283 SH SOLE 0 0 0 3283 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 257 3269 SH SOLE 0 0 0 3269 VANGUARD INDEX FDS SMALL CP ETF 922908751 798 5474 SH SOLE 0 0 0 5474 VANGUARD INDEX FDS GROWTH ETF 922908736 4673 23125 SH SOLE 0 0 0 23125 VANGUARD INDEX FDS SML CP GRW ETF 922908595 585 2932 SH SOLE 0 0 0 2932 SPDR SER TR S&P DIVID ETF 78464A763 6359 69723 SH SOLE 0 0 0 69723 THERMO FISHER SCIENTIFIC INC COM 883556102 254 702 SH SOLE 0 0 0 702 MASTERCARD INCORPORATED CL A 57636Q104 224 757 SH SOLE 0 0 0 757 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 990 5996 SH SOLE 0 0 0 5996 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 640 6688 SH SOLE 0 0 0 6688 FIRST TR NASDAQ-100 TECH IND NY ARCA BIOTECH 33733E203 1757 10472 SH SOLE 0 0 0 10472 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 419 5039 SH SOLE 0 0 0 5039 SPDR SER TR PORTFOLIO S&P400 78464A847 4803 153683 SH SOLE 0 0 0 153683 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 3898 116483 SH SOLE 0 0 0 116483 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 2384 61450 SH SOLE 0 0 0 61450 SPDR SER TR SPDR BLOOMBERG 78468R663 9952 108725 SH SOLE 0 0 0 108725 ISHARES TR INTRM TR CRP ETF 464288638 13923 230587 SH SOLE 0 0 0 230587 VISA INC COM CL A 92826C839 247 1281 SH SOLE 0 0 0 1281 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3807 137822 SH SOLE 0 0 0 137822 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 238 16830 SH SOLE 0 0 0 16830 ISHARES TR MODERT ALLOC ETF 464289875 247 6192 SH SOLE 0 0 0 6192 ISHARES TR AGGRES ALLOC ETF 464289859 216 3941 SH SOLE 0 0 0 3941 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 261 3158 SH SOLE 0 0 0 3158 SPDR SER TR PORTFOLIO SHORT 78464A474 14646 467340 SH SOLE 0 0 0 467340 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 5120 68724 SH SOLE 0 0 0 68724 ISHARES INC CORE MSCI EMKT 46434G103 741 15557 SH SOLE 0 0 0 15557 SPDR SER TR PORTFOLIO S&P600 78468R853 2403 90431 SH SOLE 0 0 0 90431 WORLD GOLD TR SPDR GLD MINIS 98149E204 7180 404256 SH SOLE 0 0 0 404256