TPG Financial Advisors

TPG Financial Advisors as of June 30, 2022

Portfolio Holdings for TPG Financial Advisors

TPG Financial Advisors holds 38 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 10.5 $16M 533k 29.45
Ishares Tr Ishs 5-10yr Invt (IGIB) 9.8 $15M 286k 51.06
Spdr Ser Tr Portfolio Short (SPSB) 9.5 $14M 477k 29.73
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 8.5 $13M 347k 36.82
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 7.9 $12M 225k 52.28
Spdr Ser Tr S&p Divid Etf (SDY) 5.7 $8.6M 72k 118.70
Ishares Tr Cre U S Reit Etf (USRT) 5.4 $8.1M 151k 53.40
Vanguard Index Fds Growth Etf (VUG) 5.1 $7.6M 34k 222.90
Vanguard Index Fds Value Etf (VTV) 5.0 $7.5M 57k 131.88
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.7 $7.1M 88k 80.02
Spdr Ser Tr Portfolio S&p400 (SPMD) 4.6 $6.8M 172k 39.69
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.3 $4.9M 169k 28.84
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 2.0 $3.0M 74k 40.80
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 2.0 $2.9M 61k 48.47
Pacer Fds Tr Bnchmrk Indstr (INDS) 1.8 $2.7M 67k 40.83
First Tr Exchange Traded Cloud Computing (SKYY) 1.8 $2.7M 41k 65.90
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.7 $2.6M 75k 34.77
Vanguard Index Fds Mid Cap Etf (VO) 1.7 $2.5M 13k 196.96
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.6 $2.4M 40k 58.86
First Tr Exchange-traded Ny Arca Biotech (FBT) 1.4 $2.1M 15k 135.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $1.4M 33k 41.64
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $1.1M 30k 35.97
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $897k 5.1k 175.30
Ishares Tr Core S&p500 Etf (IVV) 0.4 $587k 1.5k 379.20
Automatic Data Processing (ADP) 0.4 $530k 2.5k 210.07
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $467k 3.4k 137.39
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $450k 3.5k 129.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $389k 1.0k 377.67
Nike CL B (NKE) 0.3 $383k 3.7k 102.24
Microsoft Corporation (MSFT) 0.2 $365k 1.4k 256.68
Ishares Core Msci Emkt (IEMG) 0.2 $364k 7.4k 49.04
Vanguard Index Fds Small Cp Etf (VB) 0.2 $360k 2.0k 176.21
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $352k 5.9k 59.85
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $259k 4.0k 64.65
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $253k 1.3k 197.19
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $247k 5.6k 44.30
Ishares Tr Modert Alloc Etf (AOM) 0.2 $244k 6.3k 38.91
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $244k 4.9k 49.96