0001706669-22-000005.txt : 20220729 0001706669-22-000005.hdr.sgml : 20220729 20220728173408 ACCESSION NUMBER: 0001706669-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 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: 221116457 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 true false 0001706669 XXXXXXXX 06-30-2022 06-30-2022 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 38 149290 false INFORMATION TABLE 2 TPGFinancial_13f.xml AUTOMATIC DATA PROCESSING IN COM 053015103 530 2523 SH SOLE 0 0 0 2523 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 2686 40759 SH SOLE 0 0 0 40759 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 2051 15131 SH SOLE 0 0 0 15131 ISHARES INC CORE MSCI EMKT 46434G103 364 7423 SH SOLE 0 0 0 7423 ISHARES TR 0-5YR INVT GR CP 46434V100 2941 60680 SH SOLE 0 0 0 60680 ISHARES TR RUS MID CAP ETF 464287499 259 4006 SH SOLE 0 0 0 4006 ISHARES TR ISHS 5-10YR INVT 464288638 14612 286168 SH SOLE 0 0 0 286168 ISHARES TR CRE U S REIT ETF 464288521 8064 151005 SH SOLE 0 0 0 151005 ISHARES TR MODERT ALLOC ETF 464289875 244 6271 SH SOLE 0 0 0 6271 ISHARES TR AGGRES ALLOC ETF 464289859 352 5881 SH SOLE 0 0 0 5881 ISHARES TR S&P 500 VAL ETF 464287408 467 3399 SH SOLE 0 0 0 3399 ISHARES TR CORE S&P500 ETF 464287200 587 1548 SH SOLE 0 0 0 1548 MICROSOFT CORP COM 594918104 365 1422 SH SOLE 0 0 0 1422 NIKE INC CL B 654106103 383 3746 SH SOLE 0 0 0 3746 PACER FDS TR BNCHMRK INDSTR 69374H766 2746 67253 SH SOLE 0 0 0 67253 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2606 74958 SH SOLE 0 0 0 74958 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 4878 169149 SH SOLE 0 0 0 169149 SPDR S&P 500 ETF TR TR UNIT 78462F103 389 1030 SH SOLE 0 0 0 1030 SPDR SER TR PRTFLO S&P500 GW 78464A409 11741 224581 SH SOLE 0 0 0 224581 SPDR SER TR PRTFLO S&P500 VL 78464A508 12763 346638 SH SOLE 0 0 0 346638 SPDR SER TR PORTFOLIO S&P400 78464A847 6809 171553 SH SOLE 0 0 0 171553 SPDR SER TR S&P DIVID ETF 78464A763 8563 72142 SH SOLE 0 0 0 72142 SPDR SER TR PORTFOLIO SH TSR 78468R101 15694 532892 SH SOLE 0 0 0 532892 SPDR SER TR PORTFOLIO S&P600 78468R853 1064 29582 SH SOLE 0 0 0 29582 SPDR SER TR PORTFOLIO S&P500 78464A854 247 5575 SH SOLE 0 0 0 5575 SPDR SER TR PORTFOLIO SHORT 78464A474 14193 477388 SH SOLE 0 0 0 477388 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 897 5117 SH SOLE 0 0 0 5117 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 450 3472 SH SOLE 0 0 0 3472 VANGUARD INDEX FDS VALUE ETF 922908744 7515 56982 SH SOLE 0 0 0 56982 VANGUARD INDEX FDS MID CAP ETF 922908629 2550 12947 SH SOLE 0 0 0 12947 VANGUARD INDEX FDS SMALL CP ETF 922908751 360 2043 SH SOLE 0 0 0 2043 VANGUARD INDEX FDS GROWTH ETF 922908736 7557 33903 SH SOLE 0 0 0 33903 VANGUARD INDEX FDS SML CP GRW ETF 922908595 253 1283 SH SOLE 0 0 0 1283 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1390 33380 SH SOLE 0 0 0 33380 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 244 4884 SH SOLE 0 0 0 4884 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 7077 88443 SH SOLE 0 0 0 88443 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2372 40299 SH SOLE 0 0 0 40299 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 3027 74187 SH SOLE 0 0 0 74187