0001706669-21-000005.txt : 20211008 0001706669-21-000005.hdr.sgml : 20211008 20211008131201 ACCESSION NUMBER: 0001706669-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211008 DATE AS OF CHANGE: 20211008 EFFECTIVENESS DATE: 20211008 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: 211314729 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 09-30-2021 09-30-2021 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 10-08-2021 0 123 193837 false INFORMATION TABLE 2 TPGFinancial_13f.xml ISHARES TR S&P 500 VAL ETF 464287408 494 3399 SH SOLE 0 0 0 3399 ISHARES TR CORE S&P500 ETF 464287200 667 1548 SH SOLE 0 0 0 1548 ISHARES TR RUSSELL 2000 ETF 464287655 2780 12707 SH SOLE 0 0 0 12707 SPDR S&P 500 ETF TR TR UNIT 78462F103 453 1056 SH SOLE 0 0 0 1056 ADOBE SYSTEMS INCORPORATED COM 00724F101 614 1067 SH SOLE 0 0 0 1067 AMAZON COM INC COM 023135106 726 221 SH SOLE 0 0 0 221 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 308 1130 SH SOLE 0 0 0 1130 EMERSON ELEC CO COM 291011104 280 2971 SH SOLE 0 0 0 2971 EVERSOURCE ENERGY COM 30040W108 306 3748 SH SOLE 0 0 0 3748 INTEL CORP COM 458140100 790 14835 SH SOLE 0 0 0 14835 KEYCORP COM 493267108 375 17361 SH SOLE 0 0 0 17361 NEWELL BRANDS INC COM 651229106 204 9220 SH SOLE 0 0 0 9220 QUALCOMM INC COM 747525103 436 3377 SH SOLE 0 0 0 3377 DISNEY WALT CO COM 254687106 446 2635 SH SOLE 0 0 0 2635 SHERWIN WILLIAMS CO COM 824348106 261 933 SH SOLE 0 0 0 933 PFIZER INC COM 717081103 331 7689 SH SOLE 0 0 0 7689 CHEVRON CORP NEW COM 166764100 292 2882 SH SOLE 0 0 0 2882 MICROSOFT CORP COM 594918104 1928 6838 SH SOLE 0 0 0 6838 AT&T INC COM 00206R102 291 10778 SH SOLE 0 0 0 10778 CISCO SYS INC COM 17275R102 301 5539 SH SOLE 0 0 0 5539 COCA COLA CO COM 191216100 338 6440 SH SOLE 0 0 0 6440 LOCKHEED MARTIN CORP COM 539830109 208 602 SH SOLE 0 0 0 602 PEPSICO INC COM 713448108 302 2011 SH SOLE 0 0 0 2011 VERIZON COMMUNICATIONS INC COM 92343V104 359 6640 SH SOLE 0 0 0 6640 SPDR SER TR PRTFLO S&P500 GW 78464A409 10319 161188 SH SOLE 0 0 0 161188 ISHARES TR RUS MID CAP ETF 464287499 313 4006 SH SOLE 0 0 0 4006 STARBUCKS CORP COM 855244109 534 4842 SH SOLE 0 0 0 4842 AUTOMATIC DATA PROCESSING IN COM 053015103 504 2523 SH SOLE 0 0 0 2523 WALMART INC COM 931142103 338 2424 SH SOLE 0 0 0 2424 APPLIED MATLS INC COM 038222105 305 2370 SH SOLE 0 0 0 2370 COSTCO WHSL CORP NEW COM 22160K105 422 940 SH SOLE 0 0 0 940 DOMINION ENERGY INC COM 25746U109 231 3157 SH SOLE 0 0 0 3157 DANAHER CORPORATION COM 235851102 295 968 SH SOLE 0 0 0 968 MERCK & CO INC COM 58933Y105 253 3364 SH SOLE 0 0 0 3364 FIFTH THIRD BANCORP COM 316773100 412 9702 SH SOLE 0 0 0 9702 PROCTER AND GAMBLE CO COM 742718109 373 2665 SH SOLE 0 0 0 2665 HOME DEPOT INC COM 437076102 562 1712 SH SOLE 0 0 0 1712 TRANE TECHNOLOGIES PLC SHS G8994E103 318 1840 SH SOLE 0 0 0 1840 MCDONALDS CORP COM 580135101 322 1334 SH SOLE 0 0 0 1334 NIKE INC CL B 654106103 1488 10245 SH SOLE 0 0 0 10245 JPMORGAN CHASE & CO COM 46625H100 555 3390 SH SOLE 0 0 0 3390 WILLIAMS COS INC COM 969457100 249 9610 SH SOLE 0 0 0 9610 UNITEDHEALTH GROUP INC COM 91324P102 676 1729 SH SOLE 0 0 0 1729 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 518 1619 SH SOLE 0 0 0 1619 CROWN CASTLE INTL CORP NEW COM 22822V101 298 1722 SH SOLE 0 0 0 1722 COMCAST CORP NEW CL A 20030N101 326 5833 SH SOLE 0 0 0 5833 NEXTERA ENERGY INC COM 65339F101 303 3857 SH SOLE 0 0 0 3857 DUKE ENERGY CORP NEW COM NEW 26441C204 270 2766 SH SOLE 0 0 0 2766 CONOCOPHILLIPS COM 20825C104 278 4104 SH SOLE 0 0 0 4104 APPLE INC COM 037833100 1277 9022 SH SOLE 0 0 0 9022 AMERICAN WTR WKS CO INC NEW COM 030420103 239 1415 SH SOLE 0 0 0 1415 SPDR SER TR PRTFLO S&P500 VL 78464A508 9918 254303 SH SOLE 0 0 0 254303 INTERNATIONAL PAPER CO COM 460146103 284 5078 SH SOLE 0 0 0 5078 AON PLC SHS CL A G0403H108 413 1446 SH SOLE 0 0 0 1446 GENERAL MLS INC COM 370334104 252 4208 SH SOLE 0 0 0 4208 EDWARDS LIFESCIENCES CORP COM 28176E108 395 3486 SH SOLE 0 0 0 3486 S&P GLOBAL INC COM 78409V104 200 471 SH SOLE 0 0 0 471 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2135 42699 SH SOLE 0 0 0 42699 PAYCHEX INC COM 704326107 400 3560 SH SOLE 0 0 0 3560 ISHARES TR MSCI AC ASIA ETF 464288182 2580 30377 SH SOLE 0 0 0 30377 CME GROUP INC COM 12572Q105 330 1704 SH SOLE 0 0 0 1704 PROLOGIS INC. 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