0001706669-21-000004.txt : 20210713 0001706669-21-000004.hdr.sgml : 20210713 20210713130552 ACCESSION NUMBER: 0001706669-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210713 DATE AS OF CHANGE: 20210713 EFFECTIVENESS DATE: 20210713 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: 211087313 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 06-30-2021 06-30-2021 TPG Financial Advisors, LLC

11850 SW 67TH AVENUE, SUITE 100 PORTLAND OR 97223

13F HOLDINGS REPORT 028-19024 N JoAnne Sweeney 5039414316 JoAnne Sweeney Portland OR 07-13-2021 0 114 175959 false INFORMATION TABLE 2 TPGFinancialJune2021_13f.xml ISHARES TR S&P 500 VAL ETF 464287408 502 3399 SH SOLE 0 0 0 3399 ISHARES TR CORE S&P500 ETF 464287200 666 1549 SH SOLE 0 0 0 1549 ISHARES TR RUSSELL 2000 ETF 464287655 2092 9122 SH SOLE 0 0 0 9122 SPDR S&P 500 ETF TR TR UNIT 78462F103 440 1029 SH SOLE 0 0 0 1029 ADOBE SYSTEMS INCORPORATED COM 00724F101 543 928 SH SOLE 0 0 0 928 AMAZON COM INC COM 023135106 592 172 SH SOLE 0 0 0 172 BRISTOL-MYERS SQUIBB CO COM 110122108 207 3095 SH SOLE 0 0 0 3095 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 273 982 SH SOLE 0 0 0 982 EMERSON ELEC CO COM 291011104 244 2534 SH SOLE 0 0 0 2534 EVERSOURCE ENERGY COM 30040W108 260 3238 SH SOLE 0 0 0 3238 INTEL CORP COM 458140100 959 17076 SH SOLE 0 0 0 17076 KEYCORP COM 493267108 317 15336 SH SOLE 0 0 0 15336 QUALCOMM INC COM 747525103 437 3057 SH SOLE 0 0 0 3057 DISNEY WALT CO COM 254687106 409 2327 SH SOLE 0 0 0 2327 JOHNSON & JOHNSON COM 478160104 207 1259 SH SOLE 0 0 0 1259 PFIZER INC COM 717081103 268 6849 SH SOLE 0 0 0 6849 CHEVRON CORP NEW COM 166764100 270 2582 SH SOLE 0 0 0 2582 MICROSOFT CORP COM 594918104 1664 6143 SH SOLE 0 0 0 6143 AT&T INC COM 00206R102 286 9926 SH SOLE 0 0 0 9926 CISCO SYS INC COM 17275R102 261 4924 SH SOLE 0 0 0 4924 COCA COLA CO COM 191216100 308 5700 SH SOLE 0 0 0 5700 LOCKHEED MARTIN CORP COM 539830109 207 546 SH SOLE 0 0 0 546 PEPSICO INC COM 713448108 250 1689 SH SOLE 0 0 0 1689 VERIZON COMMUNICATIONS INC COM 92343V104 323 5773 SH SOLE 0 0 0 5773 SPDR SER TR PRTFLO S&P500 GW 78464A409 9868 156710 SH SOLE 0 0 0 156710 ISHARES TR RUS MID CAP ETF 464287499 317 4006 SH SOLE 0 0 0 4006 STARBUCKS CORP COM 855244109 467 4180 SH SOLE 0 0 0 4180 AUTOMATIC DATA PROCESSING IN COM 053015103 501 2523 SH SOLE 0 0 0 2523 WALMART INC COM 931142103 294 2086 SH SOLE 0 0 0 2086 COSTCO WHSL CORP NEW COM 22160K105 315 795 SH SOLE 0 0 0 795 DOMINION ENERGY INC COM 25746U109 205 2786 SH SOLE 0 0 0 2786 DANAHER CORPORATION COM 235851102 235 876 SH SOLE 0 0 0 876 MERCK & CO INC COM 58933Y105 232 2988 SH SOLE 0 0 0 2988 FIFTH THIRD BANCORP COM 316773100 327 8552 SH SOLE 0 0 0 8552 PROCTER AND GAMBLE CO COM 742718109 322 2387 SH SOLE 0 0 0 2387 HOME DEPOT INC COM 437076102 482 1511 SH SOLE 0 0 0 1511 TRANE TECHNOLOGIES PLC SHS G8994E103 288 1562 SH SOLE 0 0 0 1562 MCDONALDS CORP COM 580135101 265 1148 SH SOLE 0 0 0 1148 NIKE INC CL B 654106103 883 5715 SH SOLE 0 0 0 5715 JPMORGAN CHASE & CO COM 46625H100 454 2919 SH SOLE 0 0 0 2919 UNITEDHEALTH GROUP INC COM 91324P102 596 1489 SH SOLE 0 0 0 1489 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 412 1397 SH SOLE 0 0 0 1397 CROWN CASTLE INTL CORP NEW COM 22822V101 305 1562 SH SOLE 0 0 0 1562 COMCAST CORP NEW CL A 20030N101 294 5164 SH SOLE 0 0 0 5164 NEXTERA ENERGY INC COM 65339F101 250 3416 SH SOLE 0 0 0 3416 DUKE ENERGY CORP NEW COM NEW 26441C204 238 2406 SH SOLE 0 0 0 2406 APPLE INC COM 037833100 1110 8103 SH SOLE 0 0 0 8103 SPDR SER TR PRTFLO S&P500 VL 78464A508 8468 214169 SH SOLE 0 0 0 214169 INTERNATIONAL PAPER CO COM 460146103 273 4453 SH SOLE 0 0 0 4453 AON PLC SHS CL A G0403H108 274 1146 SH SOLE 0 0 0 1146 GENERAL MLS INC COM 370334104 230 3768 SH SOLE 0 0 0 3768 EDWARDS LIFESCIENCES CORP COM 28176E108 307 2962 SH SOLE 0 0 0 2962 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2188 40280 SH SOLE 0 0 0 40280 PAYCHEX INC COM 704326107 347 3230 SH SOLE 0 0 0 3230 ISHARES TR MSCI AC ASIA ETF 464288182 2031 21496 SH SOLE 0 0 0 21496 PINNACLE WEST CAP CORP COM 723484101 204 2484 SH SOLE 0 0 0 2484 CME GROUP INC COM 12572Q105 313 1474 SH SOLE 0 0 0 1474 PROLOGIS INC. 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