TPG Financial Advisors, LLC

Q3 2020 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
JoAnne Sweeney - CCO
Location
Portland, OR
Holdings as of
30 Sep 2020
Value $
$117,106,000
Num holdings
36
Filing time
28 Jul 2022, 20:20:49 UTC
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included SPSB, IGIB, SPYV, SPYG, and GLDM.
Previous filing
Q2 2020 - 29 Jul 2022
Next filing
Q4 2020 - 29 Jul 2022
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2020 Q3 - Restatement compared to 2020 Q2 - Restatement by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
JoAnne Sweeney CCO Portland, Oregon 28 Jul 2022