TPG Financial Advisors, LLC - Q4 2020 holdings

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$135 Million is the total value of TPG Financial Advisors, LLC's 37 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
SPSB SellSPDR SER TRportfolio short$9,523,000
-58.1%
303,283
-58.2%
7.07%
-63.6%
VOT SellVANGUARD INDEX FDSmcap gr idxvip$1,259,000
+16.9%
5,938
-0.7%
0.94%
+1.6%
VOE SellVANGUARD INDEX FDSmcap vl idxvip$719,000
+15.8%
6,045
-1.4%
0.53%
+0.8%
ADP SellAUTOMATIC DATA PROCESSING IN$445,000
+26.1%
2,523
-0.3%
0.33%
+9.6%
BSV SellVANGUARD BD INDEX FDSshort trm bond$397,000
-3.9%
4,786
-3.8%
0.30%
-16.4%
AOM SellISHARES TRmodert alloc etf$276,000
+0.4%
6,381
-4.7%
0.20%
-12.8%
VCSH SellVANGUARD SCOTTSDALE FDSshrt trm corp bd$249,000
-2.4%
2,991
-2.7%
0.18%
-15.1%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR/A filed 2022-07-29
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SPDR SER TR20Q3 202319.4%
SPDR SER TR20Q3 20239.9%
SPDR SER TR20Q3 20239.5%
SPDR SER TR20Q3 20235.0%
VANGUARD INDEX FDS20Q3 20235.2%
VANGUARD INDEX FDS20Q3 20235.6%
SPDR INDEX SHS FDS20Q3 20233.8%
SPDR INDEX SHS FDS20Q3 20234.3%
SPDR SER TR20Q3 20233.4%
VANGUARD TAX-MANAGED INTL FD20Q3 20232.3%

View TPG Financial Advisors, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-10
13F-HR2023-10-17
13F-HR2023-07-14
13F-HR2023-04-05
13F-HR2023-01-30
13F-HR2022-10-11
13F-HR/A2022-07-29
13F-HR/A2022-07-29
13F-HR/A2022-07-29
13F-HR/A2022-07-29

View TPG Financial Advisors, LLC's complete filings history.

All filings

View complete filings history.

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Issues

The following issues were detected while analyzing the report:

  • The reported has been restated
  • The reported has been amended

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