0001706669-22-000012.txt : 20220729 0001706669-22-000012.hdr.sgml : 20220729 20220728202049 ACCESSION NUMBER: 0001706669-22-000012 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 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: 221116867 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 09-30-2020 09-30-2020 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 36 117106 false INFORMATION TABLE 2 TPGFinancial_13f.xml AUTOMATIC DATA PROCESSING IN COM 053015103 353 2530 SH SOLE 0 0 0 2530 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 5076 64676 SH SOLE 0 0 0 64676 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 1486 9451 SH SOLE 0 0 0 9451 ISHARES INC CORE MSCI EMKT 46434G103 665 12587 SH SOLE 0 0 0 12587 ISHARES TR ESG AWRE USD ETF 46435G193 432 15569 SH SOLE 0 0 0 15569 ISHARES TR RUS MID CAP ETF 464287499 230 4006 SH SOLE 0 0 0 4006 ISHARES TR ISHS 5-10YR INVT 464288638 22230 365570 SH SOLE 0 0 0 365570 ISHARES TR MODERT ALLOC ETF 464289875 275 6699 SH SOLE 0 0 0 6699 ISHARES TR AGGRES ALLOC ETF 464289859 236 4062 SH SOLE 0 0 0 4062 ISHARES TR S&P 500 VAL ETF 464287408 398 3542 SH SOLE 0 0 0 3542 ISHARES TR CORE S&P500 ETF 464287200 520 1548 SH SOLE 0 0 0 1548 MICROSOFT CORP COM 594918104 329 1566 SH SOLE 0 0 0 1566 NIKE INC CL B 654106103 725 5772 SH SOLE 0 0 0 5772 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3825 130738 SH SOLE 0 0 0 130738 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 3820 104499 SH SOLE 0 0 0 104499 SPDR S&P 500 ETF TR TR UNIT 78462F103 384 1148 SH SOLE 0 0 0 1148 SPDR SER TR PRTFLO S&P500 GW 78464A409 7256 144795 SH SOLE 0 0 0 144795 SPDR SER TR PRTFLO S&P500 VL 78464A508 7296 241594 SH SOLE 0 0 0 241594 SPDR SER TR S&P DIVID ETF 78464A763 6063 65616 SH SOLE 0 0 0 65616 SPDR SER TR PORTFOLIO S&P400 78464A847 4503 138014 SH SOLE 0 0 0 138014 SPDR SER TR PORTFOLIO S&P600 78468R853 2241 81861 SH SOLE 0 0 0 81861 SPDR SER TR PORTFOLIO SHORT 78464A474 22747 725107 SH SOLE 0 0 0 725107 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 413 4974 SH SOLE 0 0 0 4974 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1077 5978 SH SOLE 0 0 0 5978 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 621 6130 SH SOLE 0 0 0 6130 VANGUARD INDEX FDS VALUE ETF 922908744 4561 43638 SH SOLE 0 0 0 43638 VANGUARD INDEX FDS MID CAP ETF 922908629 1515 8594 SH SOLE 0 0 0 8594 VANGUARD INDEX FDS SM CP VAL ETF 922908611 261 2357 SH SOLE 0 0 0 2357 VANGUARD INDEX FDS SMALL CP ETF 922908751 780 5072 SH SOLE 0 0 0 5072 VANGUARD INDEX FDS GROWTH ETF 922908736 4411 19378 SH SOLE 0 0 0 19378 VANGUARD INDEX FDS SML CP GRW ETF 922908595 544 2531 SH SOLE 0 0 0 2531 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1729 39996 SH SOLE 0 0 0 39996 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 255 3073 SH SOLE 0 0 0 3073 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2385 58312 SH SOLE 0 0 0 58312 WORLD GOLD TR SPDR GLD MINIS 98149E204 7209 383459 SH SOLE 0 0 0 383459 WP CAREY INC COM 92936U109 255 3907 SH SOLE 0 0 0 3907