0001706669-22-000011.txt : 20220729 0001706669-22-000011.hdr.sgml : 20220729 20220728195401 ACCESSION NUMBER: 0001706669-22-000011 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 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: 221116821 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 12-31-2020 12-31-2020 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 37 134663 false INFORMATION TABLE 2 TPGFinancial_13f.xml AUTOMATIC DATA PROCESSING IN COM 053015103 445 2523 SH SOLE 0 0 0 2523 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 6886 72465 SH SOLE 0 0 0 72465 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 2250 13393 SH SOLE 0 0 0 13393 ISHARES INC CORE MSCI EMKT 46434G103 820 13217 SH SOLE 0 0 0 13217 ISHARES INC ESG AWR MSCI EM 46434G863 249 5923 SH SOLE 0 0 0 5923 ISHARES TR ESG AWRE USD ETF 46435G193 808 28520 SH SOLE 0 0 0 28520 ISHARES TR RUS MID CAP ETF 464287499 275 4006 SH SOLE 0 0 0 4006 ISHARES TR ISHS 5-10YR INVT 464288638 28485 460997 SH SOLE 0 0 0 460997 ISHARES TR MODERT ALLOC ETF 464289875 276 6381 SH SOLE 0 0 0 6381 ISHARES TR AGGRES ALLOC ETF 464289859 265 4123 SH SOLE 0 0 0 4123 ISHARES TR S&P 500 VAL ETF 464287408 453 3542 SH SOLE 0 0 0 3542 ISHARES TR CORE S&P500 ETF 464287200 581 1548 SH SOLE 0 0 0 1548 MICROSOFT CORP COM 594918104 352 1584 SH SOLE 0 0 0 1584 NIKE INC CL B 654106103 817 5772 SH SOLE 0 0 0 5772 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 5102 151184 SH SOLE 0 0 0 151184 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 5209 123554 SH SOLE 0 0 0 123554 SPDR S&P 500 ETF TR TR UNIT 78462F103 454 1213 SH SOLE 0 0 0 1213 SPDR SER TR PRTFLO S&P500 GW 78464A409 10348 187161 SH SOLE 0 0 0 187161 SPDR SER TR PRTFLO S&P500 VL 78464A508 9960 289632 SH SOLE 0 0 0 289632 SPDR SER TR S&P DIVID ETF 78464A763 8061 76101 SH SOLE 0 0 0 76101 SPDR SER TR PORTFOLIO S&P400 78464A847 6735 166713 SH SOLE 0 0 0 166713 SPDR SER TR PORTFOLIO S&P600 78468R853 3455 96516 SH SOLE 0 0 0 96516 SPDR SER TR PORTFOLIO SHORT 78464A474 9523 303283 SH SOLE 0 0 0 303283 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 397 4786 SH SOLE 0 0 0 4786 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1259 5938 SH SOLE 0 0 0 5938 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 719 6045 SH SOLE 0 0 0 6045 VANGUARD INDEX FDS VALUE ETF 922908744 6015 50563 SH SOLE 0 0 0 50563 VANGUARD INDEX FDS MID CAP ETF 922908629 2091 10113 SH SOLE 0 0 0 10113 VANGUARD INDEX FDS SM CP VAL ETF 922908611 341 2398 SH SOLE 0 0 0 2398 VANGUARD INDEX FDS SMALL CP ETF 922908751 1119 5749 SH SOLE 0 0 0 5749 VANGUARD INDEX FDS GROWTH ETF 922908736 6067 23950 SH SOLE 0 0 0 23950 VANGUARD INDEX FDS SML CP GRW ETF 922908595 685 2561 SH SOLE 0 0 0 2561 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2383 47556 SH SOLE 0 0 0 47556 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 249 2991 SH SOLE 0 0 0 2991 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3149 66698 SH SOLE 0 0 0 66698 WORLD GOLD TR SPDR GLD MINIS 98149E204 8104 427861 SH SOLE 0 0 0 427861 WP CAREY INC COM 92936U109 276 3907 SH SOLE 0 0 0 3907