0001706669-19-000008.txt : 20190403 0001706669-19-000008.hdr.sgml : 20190403 20190402192950 ACCESSION NUMBER: 0001706669-19-000008 CONFORMED SUBMISSION TYPE: 13F-HR CONFIRMING COPY: PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190403 DATE AS OF CHANGE: 20190402 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 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 true true false 0001706669 XXXXXXXX 028-19024 03-31-2019 03-31-2019 TPG Financial Advisors, LLC

11740 SW 68TH PARKWAY, SUITE 200 PORTLAND OR 97223

13F HOLDINGS REPORT 028-19024 N Dennis Call 5037265682 Dennis Call Portland OR 04-02-2019 0 37 103497 false INFORMATION TABLE 2 Mar2019_13f.xml VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1367 33015 SH SOLE 0 0 33015 ISHARES TR S&P 500 VAL ETF 464287408 824 7214 SH SOLE 0 0 7214 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 4679 138522 SH SOLE 0 0 138522 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 10226 272173 SH SOLE 0 0 272173 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2957 99866 SH SOLE 0 0 99866 ISHARES TR ESG MSCI EAFE 46435G516 243 3793 SH SOLE 0 0 3793 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 740 17156 SH SOLE 0 0 17156 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 9804 319646 SH SOLE 0 0 319646 VANGUARD INDEX FDS SMALL CP ETF 922908751 285 1842 SH SOLE 0 0 1842 SPDR SER TR PORTFOLIO SH TSR 78468R101 9535 321377 SH SOLE 0 0 321377 SPDR SER TR SPDR BLOOMBERG 78468R663 11822 129292 SH SOLE 0 0 129292 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 620 7813 SH SOLE 0 0 7813 INVESCO EXCHNG TRADED FD TR FTSE RAFI EMNG 46138E727 1603 73551 SH SOLE 0 0 73551 ISHARES TR RUS MID CAP ETF 464287499 205 3760 SH SOLE 0 0 3760 ISHARES TR CORE MSCI PAC 46434V696 2205 39157 SH SOLE 0 0 39157 VANGUARD INDEX FDS GROWTH ETF 922908736 5033 31821 SH SOLE 0 0 31821 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 311 3577 SH SOLE 0 0 3577 ISHARES TR EAFE SML CP ETF 464288273 405 6958 SH SOLE 0 0 6958 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 934 30380 SH SOLE 0 0 30380 VANGUARD INDEX FDS VALUE ETF 922908744 4750 43618 SH SOLE 0 0 43618 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 523 6594 SH SOLE 0 0 6594 ISHARES INC MSCI JPN ETF NEW 46434G822 616 11120 SH SOLE 0 0 11120 VANGUARD INDEX FDS SML CP GRW ETF 922908595 491 2708 SH SOLE 0 0 2708 W P CAREY INC COM 92936U109 359 4609 SH SOLE 0 0 4609 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 975 6756 SH SOLE 0 0 6756 ISHARES TR CRE U S REIT ETF 464288521 2254 43481 SH SOLE 0 0 43481 VANGUARD INDEX FDS SM CP VAL ETF 922908611 383 2929 SH SOLE 0 0 2929 VANGUARD INDEX FDS MID CAP ETF 922908629 629 3867 SH SOLE 0 0 3867 AUTOMATIC DATA PROCESSING IN COM 053015103 411 2537 SH SOLE 0 0 2537 FIFTH THIRD BANCORP COM 316773100 235 8967 SH SOLE 0 0 8967 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 10451 343224 SH SOLE 0 0 343224 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4188 115463 SH SOLE 0 0 115463 INVESCO ACTIVELY MANAGD ETF OPTIMUM YIELD 46090F100 6134 365961 SH SOLE 0 0 365961 SPDR SER TR PORTFOLIO SM ETF 78468R853 2373 77540 SH SOLE 0 0 77540 SPDR S&P 500 ETF TR TR UNIT 78462F103 560 1959 SH SOLE 0 0 1959 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 3570 55056 SH SOLE 0 0 55056 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 797 7293 SH SOLE 0 0 7293