TPG Financial Advisors, LLC

Q1 2020 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
JoAnne Sweeney - CCO
Location
Portland, OR
Holdings as of
31 Mar 2020
Value $
$101M
Num holdings
43
Filing time
29 Jul 2022, 17:04:02 UTC
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included BIL, SPSB, SPTS, SPYG, and GLDM.
Previous filing
Q4 2019 - 14 Jan 2020
Next filing
Q2 2020 - 29 Jul 2022
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2020 Q1 - Restatement compared to 2019 Q4 by default.
* 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 29 Jul 2022