# EDGAR Filing Document

**Accession Number:** 0001706669
**File Stem:** 0001706669-23-000001
**Filing Date:** 2023-1
**Character Count:** 8445
**Document Hash:** 362b41a560916d8ce72d8d57cb2f5068
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001706669-23-000001.hdr.sgml**: 20230130

**ACCESSION NUMBER**: 0001706669-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230130

**DATE AS OF CHANGE**: 20230130

**EFFECTIVENESS DATE**: 20230130

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** TPG Financial Advisors, LLC
- **CENTRAL INDEX KEY:** 0001706669
- **IRS NUMBER:** 205282002
- **STATE OF INCORPORATION:** OR
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19024
- **FILM NUMBER:** 23567082

**BUSINESS ADDRESS:**
- **STREET 1:** 11850 SW 67TH AVENUE, SUITE 100
- **CITY:** PORTLAND
- **STATE:** OR
- **ZIP:** 97223
- **BUSINESS PHONE:** 5032419550

**MAIL ADDRESS:**
- **STREET 1:** 11850 SW 67TH AVENUE, SUITE 100
- **CITY:** PORTLAND
- **STATE:** OR
- **ZIP:** 97223

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** TPG Financial Advisors LLC<br>**Address:** 11850 SW 67TH AVENUE SUITE 100<br>PORTLAND, OR 97223

**Form 13F File Number:** 028-19024

**CRD Number (if applicable):** 000141153

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** JoAnne Sweeney<br>**Title:** CCO<br>**Phone:** 503-941-4316

**Signature, Place, and Date of Signing:**

JoAnne SWeeney  Portland, OR  01-30-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 46

**Form 13F Information Table Value Total:** $164873730

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 208408 | 1604 | SH |  | SOLE | 0 | 0 | 0 | 1604 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 602644 | 2523 | SH |  | SOLE | 0 | 0 | 0 | 2523 |
| FIRST TR EXCH TRD ALPHDX FD | DEV MRK EX US | 33737J174 |  | 1537001 | 32202 | SH |  | SOLE | 0 | 0 | 0 | 32202 |
| FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 33734X192 |  | 2279645 | 39570 | SH |  | SOLE | 0 | 0 | 0 | 39570 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 46138J825 |  | 4216792 | 209374 | SH |  | SOLE | 0 | 0 | 0 | 209374 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 |  | 4187630 | 221275 | SH |  | SOLE | 0 | 0 | 0 | 221275 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 375410 | 8039 | SH |  | SOLE | 0 | 0 | 0 | 8039 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 226285 | 3671 | SH |  | SOLE | 0 | 0 | 0 | 3671 |
| ISHARES TR | 0-5YR INVT GR CP | 46434V100 |  | 3684752 | 76990 | SH |  | SOLE | 0 | 0 | 0 | 76990 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 24192368 | 488636 | SH |  | SOLE | 0 | 0 | 0 | 488636 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 6720302 | 135901 | SH |  | SOLE | 0 | 0 | 0 | 135901 |
| ISHARES TR | MODERT ALLOC ETF | 464289875 |  | 281920 | 7417 | SH |  | SOLE | 0 | 0 | 0 | 7417 |
| ISHARES TR | AGGRES ALLOC ETF | 464289859 |  | 410423 | 6869 | SH |  | SOLE | 0 | 0 | 0 | 6869 |
| ISHARES TR | CORE S ETF | 464287200 |  | 756509 | 1969 | SH |  | SOLE | 0 | 0 | 0 | 1969 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 2386213 | 15735 | SH |  | SOLE | 0 | 0 | 0 | 15735 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 3528533 | 16470 | SH |  | SOLE | 0 | 0 | 0 | 16470 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 315126 | 4672 | SH |  | SOLE | 0 | 0 | 0 | 4672 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 |  | 1395825 | 61463 | SH |  | SOLE | 0 | 0 | 0 | 61463 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 15841903 | 351106 | SH |  | SOLE | 0 | 0 | 0 | 351106 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 200069 | 3991 | SH |  | SOLE | 0 | 0 | 0 | 3991 |
| MICROSOFT CORP | COM | 594918104 |  | 368124 | 1535 | SH |  | SOLE | 0 | 0 | 0 | 1535 |
| NIKE INC | CL B | 654106103 |  | 432996 | 3701 | SH |  | SOLE | 0 | 0 | 0 | 3701 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 208933 | 51335 | SH |  | SOLE | 0 | 0 | 0 | 51335 |
| PACER FDS TR | INDUSTRIAL RELET | 69374H766 |  | 2042662 | 55522 | SH |  | SOLE | 0 | 0 | 0 | 55522 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 2342220 | 71063 | SH |  | SOLE | 0 | 0 | 0 | 71063 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 4527116 | 152480 | SH |  | SOLE | 0 | 0 | 0 | 152480 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 401552 | 1050 | SH |  | SOLE | 0 | 0 | 0 | 1050 |
| SPDR SER TR | PRTFLO S GW | 78464A409 |  | 9660844 | 190662 | SH |  | SOLE | 0 | 0 | 0 | 190662 |
| SPDR SER TR | PORTFOLIO S | 78464A847 |  | 7449400 | 175280 | SH |  | SOLE | 0 | 0 | 0 | 175280 |
| SPDR SER TR | PRTFLO S VL | 78464A508 |  | 10937151 | 281233 | SH |  | SOLE | 0 | 0 | 0 | 281233 |
| SPDR SER TR | PORTFOLIO SHORT | 78464A474 |  | 13780187 | 469033 | SH |  | SOLE | 0 | 0 | 0 | 469033 |
| SPDR SER TR | PORTFOLIO SH TSR | 78468R101 |  | 8568298 | 296584 | SH |  | SOLE | 0 | 0 | 0 | 296584 |
| SPDR SER TR | PORTFOLIO S | 78468R853 |  | 5410517 | 146349 | SH |  | SOLE | 0 | 0 | 0 | 146349 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 250764 | 5575 | SH |  | SOLE | 0 | 0 | 0 | 5575 |
| SPDR SER TR | PRTFLO S HI | 78468R788 |  | 247850 | 6262 | SH |  | SOLE | 0 | 0 | 0 | 6262 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 6403637 | 45620 | SH |  | SOLE | 0 | 0 | 0 | 45620 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 2183809 | 10715 | SH |  | SOLE | 0 | 0 | 0 | 10715 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 560715 | 3055 | SH |  | SOLE | 0 | 0 | 0 | 3055 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 4207857 | 19745 | SH |  | SOLE | 0 | 0 | 0 | 19745 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 250842 | 1251 | SH |  | SOLE | 0 | 0 | 0 | 1251 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 851125 | 4735 | SH |  | SOLE | 0 | 0 | 0 | 4735 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 424431 | 3138 | SH |  | SOLE | 0 | 0 | 0 | 3138 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1299886 | 33348 | SH |  | SOLE | 0 | 0 | 0 | 33348 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 4480322 | 57803 | SH |  | SOLE | 0 | 0 | 0 | 57803 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 2164774 | 37440 | SH |  | SOLE | 0 | 0 | 0 | 37440 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 2069960 | 49320 | SH |  | SOLE | 0 | 0 | 0 | 49320 |

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