0001706669-22-000009.txt : 20220729 0001706669-22-000009.hdr.sgml : 20220729 20220728193636 ACCESSION NUMBER: 0001706669-22-000009 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20220729 DATE AS OF CHANGE: 20220728 EFFECTIVENESS DATE: 20220729 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-19024 FILM NUMBER: 221116778 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/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001706669 XXXXXXXX 06-30-2021 06-30-2021 true 1 RESTATEMENT 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 07-28-2022 0 36 142473 false INFORMATION TABLE 2 TPGFinancial_13f.xml AUTOMATIC DATA PROCESSING IN COM 053015103 501 2523 SH SOLE 0 0 0 2523 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 6431 60694 SH SOLE 0 0 0 60694 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 2041 11826 SH SOLE 0 0 0 11826 ISHARES INC CORE MSCI EMKT 46434G103 710 10604 SH SOLE 0 0 0 10604 ISHARES TR MODERT ALLOC ETF 464289875 234 5186 SH SOLE 0 0 0 5186 ISHARES TR AGGRES ALLOC ETF 464289859 355 5027 SH SOLE 0 0 0 5027 ISHARES TR ESG AWRE USD ETF 46435G193 310 11179 SH SOLE 0 0 0 11179 ISHARES TR ISHS 5-10YR INVT 464288638 42183 697003 SH SOLE 0 0 0 697003 ISHARES TR RUS MID CAP ETF 464287499 317 4006 SH SOLE 0 0 0 4006 ISHARES TR S&P 500 VAL ETF 464287408 502 3399 SH SOLE 0 0 0 3399 ISHARES TR CORE S&P500 ETF 464287200 666 1548 SH SOLE 0 0 0 1548 ISHARES TR RUSSELL 2000 ETF 464287655 217 948 SH SOLE 0 0 0 948 MEDALLIA INC COM 584021109 701 20773 SH SOLE 0 0 0 20773 MICROSOFT CORP COM 594918104 413 1524 SH SOLE 0 0 0 1524 NIKE INC CL B 654106103 881 5701 SH SOLE 0 0 0 5701 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 4461 121264 SH SOLE 0 0 0 121264 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4882 107305 SH SOLE 0 0 0 107305 SPDR S&P 500 ETF TR TR UNIT 78462F103 440 1029 SH SOLE 0 0 0 1029 SPDR SER TR PRTFLO S&P500 VL 78464A508 8468 214169 SH SOLE 0 0 0 214169 SPDR SER TR PRTFLO S&P500 GW 78464A409 9871 156763 SH SOLE 0 0 0 156763 SPDR SER TR S&P DIVID ETF 78464A763 7116 58198 SH SOLE 0 0 0 58198 SPDR SER TR PORTFOLIO S&P400 78464A847 5844 123796 SH SOLE 0 0 0 123796 SPDR SER TR PORTFOLIO S&P500 78464A854 281 5575 SH SOLE 0 0 0 5575 SPDR SER TR PORTFOLIO SHORT 78464A474 11751 375441 SH SOLE 0 0 0 375441 SPDR SER TR PORTFOLIO S&P600 78468R853 2989 68021 SH SOLE 0 0 0 68021 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1259 5327 SH SOLE 0 0 0 5327 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 583 4147 SH SOLE 0 0 0 4147 VANGUARD INDEX FDS VALUE ETF 922908744 5476 39838 SH SOLE 0 0 0 39838 VANGUARD INDEX FDS MID CAP ETF 922908629 1878 7912 SH SOLE 0 0 0 7912 VANGUARD INDEX FDS SM CP VAL ETF 922908611 261 1503 SH SOLE 0 0 0 1503 VANGUARD INDEX FDS SMALL CP ETF 922908751 1020 4527 SH SOLE 0 0 0 4527 VANGUARD INDEX FDS GROWTH ETF 922908736 5480 19106 SH SOLE 0 0 0 19106 VANGUARD INDEX FDS SML CP GRW ETF 922908595 622 2148 SH SOLE 0 0 0 2148 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2188 40280 SH SOLE 0 0 0 40280 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2893 56154 SH SOLE 0 0 0 56154 WORLD GOLD TR SPDR GLD MINIS 98149E204 8248 468377 SH SOLE 0 0 0 468377