TPG Financial Advisors

TPG Financial Advisors as of March 31, 2019

Portfolio Holdings for TPG Financial Advisors

TPG Financial Advisors holds 37 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr 1 3 hgh yield (BIL) 11.4 $12M 129k 91.44
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 10.1 $11M 343k 30.45
SPDR DJ Wilshire Large Cap Growth (SPYG) 9.9 $10M 272k 37.57
SPDR DJ Wilshire Large Cap Value (SPYV) 9.5 $9.8M 320k 30.67
Spdr Ser Tr shrt trsry etf (SPTS) 9.2 $9.5M 321k 29.67
Invesco Actively Managd Etf optimum yield (PDBC) 5.9 $6.1M 366k 16.76
Vanguard Growth ETF (VUG) 4.9 $5.0M 32k 158.17
Vanguard Value ETF (VTV) 4.6 $4.8M 44k 108.90
SPDR DJ Wilshire Mid Cap (SPMD) 4.5 $4.7M 139k 33.78
SPDR S&P Emerging Markets (SPEM) 4.0 $4.2M 116k 36.27
Wisdomtree Tr intl hedge eqt (HEDJ) 3.5 $3.6M 55k 64.84
SPDR S&P World ex-US (SPDW) 2.9 $3.0M 100k 29.61
Spdr Ser Tr spdr russel 2000 (SPSM) 2.3 $2.4M 78k 30.60
iShares FTSE NAREIT Real Est 50 Ind (USRT) 2.2 $2.3M 44k 51.84
Ishares Tr core msci pac (IPAC) 2.1 $2.2M 39k 56.31
Invesco Ftse Rafi Emerging Markets Etf etf (PXH) 1.6 $1.6M 74k 21.79
Vanguard Europe Pacific ETF (VEA) 1.3 $1.4M 33k 41.41
Vanguard Mid-Cap Growth ETF (VOT) 0.9 $975k 6.8k 144.32
SPDR S&P International Small Cap (GWX) 0.9 $934k 30k 30.74
iShares S&P 500 Value Index (IVE) 0.8 $824k 7.2k 114.22
Vanguard Mid-Cap Value ETF (VOE) 0.8 $797k 7.3k 109.28
Vanguard Emerging Markets ETF (VWO) 0.7 $740k 17k 43.13
Vanguard Mid-Cap ETF (VO) 0.6 $629k 3.9k 162.66
Vanguard Short Term Corporate Bond ETF (VCSH) 0.6 $620k 7.8k 79.35
Ishares Msci Japan (EWJ) 0.6 $616k 11k 55.40
Spdr S&p 500 Etf (SPY) 0.5 $560k 2.0k 285.86
Vanguard Short-Term Bond ETF (BSV) 0.5 $523k 6.6k 79.31
Vanguard Small-Cap Growth ETF (VBK) 0.5 $491k 2.7k 181.31
Automatic Data Processing (ADP) 0.4 $411k 2.5k 162.00
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.4 $405k 7.0k 58.21
Vanguard Small-Cap Value ETF (VBR) 0.4 $383k 2.9k 130.76
Wp Carey (WPC) 0.3 $359k 4.6k 77.89
Vanguard REIT ETF (VNQ) 0.3 $311k 3.6k 86.94
Vanguard Small-Cap ETF (VB) 0.3 $285k 1.8k 154.72
Fifth Third Ban (FITB) 0.2 $235k 9.0k 26.21
Ishares Tr msci eafe esg (ESGD) 0.2 $243k 3.8k 64.07
iShares Russell Midcap Index Fund (IWR) 0.2 $205k 3.8k 54.52