0001706669-20-000001.txt : 20200114 0001706669-20-000001.hdr.sgml : 20200114 20200114151056 ACCESSION NUMBER: 0001706669-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200114 DATE AS OF CHANGE: 20200114 EFFECTIVENESS DATE: 20200114 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: 20525911 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 12-31-2019 12-31-2019 TPG Financial Advisors, LLC

11740 SW 68TH PARKWAY, SUITE 200 PORTLAND OR 97223

13F HOLDINGS REPORT 028-19024 N JoAnne Sweeney 5039414316 JoAnne Sweeney Portland OR 01-14-2020 0 48 121340 false INFORMATION TABLE 2 Dec2019_13f.xml ISHARES INC MSCI JPN ETF NEW 46434G822 624 10526 SH SOLE 0 0 0 10526 ISHARES TR S&P 500 VAL ETF 464287408 793 6095 SH SOLE 0 0 0 6095 ISHARES TR CORE S&P500 ETF 464287200 667 2063 SH SOLE 0 0 0 2063 SPDR S&P 500 ETF TR TR UNIT 78462F103 567 1761 SH SOLE 0 0 0 1761 AMAZON COM INC COM 023135106 338 183 SH SOLE 0 0 0 183 MICROSOFT CORP COM 594918104 469 2976 SH SOLE 0 0 0 2976 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 8686 207256 SH SOLE 0 0 0 207256 ISHARES TR RUS MID CAP ETF 464287499 303 5080 SH SOLE 0 0 0 5080 AUTOMATIC DATA PROCESSING IN COM 053015103 431 2530 SH SOLE 0 0 0 2530 NIKE INC CL B 654106103 646 6377 SH SOLE 0 0 0 6377 JPMORGAN CHASE & CO COM 46625H100 403 2892 SH SOLE 0 0 0 2892 APPLE INC COM 037833100 238 809 SH SOLE 0 0 0 809 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 8640 247481 SH SOLE 0 0 0 247481 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1112 25015 SH SOLE 0 0 0 25015 W P CAREY INC COM 92936U109 354 4417 SH SOLE 0 0 0 4417 VANGUARD INDEX FDS VALUE ETF 922908744 5163 43075 SH SOLE 0 0 0 43075 VANGUARD INDEX FDS MID CAP ETF 922908629 754 4231 SH SOLE 0 0 0 4231 VANGUARD INDEX FDS SM CP VAL ETF 922908611 421 3075 SH SOLE 0 0 0 3075 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 437 4714 SH SOLE 0 0 0 4714 VANGUARD INDEX FDS SMALL CP ETF 922908751 325 1964 SH SOLE 0 0 0 1964 VANGUARD INDEX FDS GROWTH ETF 922908736 5451 29924 SH SOLE 0 0 0 29924 VANGUARD INDEX FDS SML CP GRW ETF 922908595 558 2806 SH SOLE 0 0 0 2806 CASS INFORMATION SYS INC COM 14808P109 1121 19419 SH SOLE 0 0 0 19419 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 980 6174 SH SOLE 0 0 0 6174 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 764 6409 SH SOLE 0 0 0 6409 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 497 6165 SH SOLE 0 0 0 6165 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 5825 160767 SH SOLE 0 0 0 160767 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 5195 138202 SH SOLE 0 0 0 138202 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 1182 37097 SH SOLE 0 0 0 37097 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1361 30889 SH SOLE 0 0 0 30889 SPDR SERIES TRUST SPDR BLOOMBERG 78468R663 13020 142408 SH SOLE 0 0 0 142408 ISHARES TR EAFE SML CP ETF 464288273 404 6488 SH SOLE 0 0 0 6488 ISHARES TR CRE U S REIT ETF 464288521 2530 46343 SH SOLE 0 0 0 46343 INVESCO EXCHNG TRADED FD TR FTSE RAFI EMNG 46138E727 1214 54437 SH SOLE 0 0 0 54437 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3548 113170 SH SOLE 0 0 0 113170 ISHARES TR MODERT ALLOC ETF 464289875 215 5349 SH SOLE 0 0 0 5349 ISHARES TR AGGRES ALLOC ETF 464289859 211 3641 SH SOLE 0 0 0 3641 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 327 4036 SH SOLE 0 0 0 4036 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 4095 58016 SH SOLE 0 0 0 58016 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 11106 360118 SH SOLE 0 0 0 360118 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 211 3622 SH SOLE 0 0 0 3622 PHILLIPS 66 COM 718546104 1142 10251 SH SOLE 0 0 0 10251 SPDR SERIES TRUST PORTFOLIO SH TSR 78468R101 10085 336632 SH SOLE 0 0 0 336632 SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 2909 89138 SH SOLE 0 0 0 89138 ISHARES TR CORE MSCI PAC 46434V696 2606 44615 SH SOLE 0 0 0 44615 SPDR SERIES TRUST PRTFLO S&P500 HI 78468R788 6384 161789 SH SOLE 0 0 0 161789 ISHARES TR ESG MSCI EAFE 46435G516 268 3903 SH SOLE 0 0 0 3903 WORLD GOLD TR SPDR GLD MINIS 98149E204 6760 446530 SH SOLE 0 0 0 446530