0001706669-20-000007.txt : 20201014 0001706669-20-000007.hdr.sgml : 20201014 20201013192802 ACCESSION NUMBER: 0001706669-20-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201014 DATE AS OF CHANGE: 20201013 EFFECTIVENESS DATE: 20201014 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: 201237778 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 09-30-2020 09-30-2020 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 10-13-2020 0 55 124015 false INFORMATION TABLE 2 Sept2020_13f.xml ISHARES TR S&P 500 VAL ETF 464287408 398 3542 SH SOLE 0 0 0 3542 ISHARES TR CORE S&P500 ETF 464287200 520 1548 SH SOLE 0 0 0 1548 SPDR S&P 500 ETF TR TR UNIT 78462F103 384 1148 SH SOLE 0 0 0 1148 ADOBE SYSTEMS INCORPORATED COM 00724F101 268 546 SH SOLE 0 0 0 546 AMAZON COM INC COM 023135106 425 135 SH SOLE 0 0 0 135 EVERSOURCE ENERGY COM 30040W108 201 2411 SH SOLE 0 0 0 2411 INTEL CORP COM 458140100 233 4504 SH SOLE 0 0 0 4504 QUALCOMM INC COM 747525103 251 2130 SH SOLE 0 0 0 2130 MICROSOFT CORP COM 594918104 828 3936 SH SOLE 0 0 0 3936 VERIZON COMMUNICATIONS INC COM 92343V104 233 3920 SH SOLE 0 0 0 3920 SPDR SER TR PRTFLO S&P500 GW 78464A409 7253 144742 SH SOLE 0 0 0 144742 ISHARES TR RUS MID CAP ETF 464287499 230 4006 SH SOLE 0 0 0 4006 AUTOMATIC DATA PROCESSING IN COM 053015103 353 2530 SH SOLE 0 0 0 2530 PROCTER AND GAMBLE CO COM 742718109 253 1817 SH SOLE 0 0 0 1817 HOME DEPOT INC COM 437076102 295 1063 SH SOLE 0 0 0 1063 NIKE INC CL B 654106103 727 5791 SH SOLE 0 0 0 5791 XCEL ENERGY INC COM 98389B100 210 3040 SH SOLE 0 0 0 3040 UNITEDHEALTH GROUP INC COM 91324P102 281 902 SH SOLE 0 0 0 902 APPLE INC COM 037833100 643 5553 SH SOLE 0 0 0 5553 SPDR SER TR PRTFLO S&P500 VL 78464A508 7296 241594 SH SOLE 0 0 0 241594 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1729 39996 SH SOLE 0 0 0 39996 PROLOGIS INC. COM 74340W103 202 2008 SH SOLE 0 0 0 2008 WP CAREY INC COM 92936U109 255 3907 SH SOLE 0 0 0 3907 CINTAS CORP COM 172908105 204 612 SH SOLE 0 0 0 612 VANGUARD INDEX FDS VALUE ETF 922908744 4849 46401 SH SOLE 0 0 0 46401 VANGUARD INDEX FDS MID CAP ETF 922908629 1515 8594 SH SOLE 0 0 0 8594 VANGUARD INDEX FDS SM CP VAL ETF 922908611 365 3296 SH SOLE 0 0 0 3296 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 372 4717 SH SOLE 0 0 0 4717 VANGUARD INDEX FDS SMALL CP ETF 922908751 780 5072 SH SOLE 0 0 0 5072 VANGUARD INDEX FDS GROWTH ETF 922908736 4654 20446 SH SOLE 0 0 0 20446 VANGUARD INDEX FDS SML CP GRW ETF 922908595 676 3143 SH SOLE 0 0 0 3143 SPDR SER TR S&P DIVID ETF 78464A763 6063 65616 SH SOLE 0 0 0 65616 THERMO FISHER SCIENTIFIC INC COM 883556102 340 771 SH SOLE 0 0 0 771 MASTERCARD INCORPORATED CL A 57636Q104 278 823 SH SOLE 0 0 0 823 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1077 5978 SH SOLE 0 0 0 5978 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 621 6130 SH SOLE 0 0 0 6130 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 1486 9450 SH SOLE 0 0 0 9450 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 413 4974 SH SOLE 0 0 0 4974 SPDR SER TR PORTFOLIO S&P400 78464A847 4503 138014 SH SOLE 0 0 0 138014 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 3818 104444 SH SOLE 0 0 0 104444 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2385 58312 SH SOLE 0 0 0 58312 ISHARES TR ISHS 5-10YR INVT 464288638 22256 365991 SH SOLE 0 0 0 365991 VISA INC COM CL A 92826C839 285 1427 SH SOLE 0 0 0 1427 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3825 130738 SH SOLE 0 0 0 130738 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 249 16930 SH SOLE 0 0 0 16930 ISHARES TR MODERT ALLOC ETF 464289875 275 6699 SH SOLE 0 0 0 6699 ISHARES TR AGGRES ALLOC ETF 464289859 236 4062 SH SOLE 0 0 0 4062 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 255 3073 SH SOLE 0 0 0 3073 SPDR SER TR PORTFOLIO SHORT 78464A474 22747 725107 SH SOLE 0 0 0 725107 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 5076 64676 SH SOLE 0 0 0 64676 ISHARES INC CORE MSCI EMKT 46434G103 812 15378 SH SOLE 0 0 0 15378 SPDR SER TR PORTFOLIO S&P600 78468R853 2241 81861 SH SOLE 0 0 0 81861 AVANGRID INC COM 05351W103 227 4494 SH SOLE 0 0 0 4494 ISHARES TR ESG AWRE USD ETF 46435G193 432 15569 SH SOLE 0 0 0 15569 WORLD GOLD TR SPDR GLD MINIS 98149E204 7232 384686 SH SOLE 0 0 0 384686