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TPG Financial Advisors, LLC

All holdings · as of Dec 31, 2025

76 positions

CompanyClassValueShares% of portfolio
VANGUARD TAX-MANAGED FDS$3.69M59,0061.2%
VANGUARD INTL EQUITY INDEX F$4.34M80,7431.4%
FIRST TR EXCH TRD ALPHDX FD$4.59M57,8011.5%
VANGUARD INDEX FDS$4.65M16,0211.6%
ISHARES TR$4.91M23,3331.6%
ISHARES TR$5.82M12,2951.9%
SPDR SERIES TRUST$5.88M200,7032.0%
ISHARES TR$6.50M114,0622.2%
VANGUARD INDEX FDS$6.57M13,4632.2%
Apple Inc.$6.83M25,1412.3%
VANGUARD MALVERN FDS$7.11M143,7502.4%
ISHARES TR$7.45M62,4552.5%
GLOBAL X FDS$8.29M228,8012.8%
VANGUARD INDEX FDS$8.91M46,6413.0%
SPDR INDEX SHS FDS$9.69M218,1513.2%
SPDR SERIES TRUST$9.96M345,5093.3%
SPDR INDEX SHS FDS$10.68M228,0933.6%
ISHARES TR$10.80M200,4623.6%
JANUS DETROIT STR TR$11.57M228,8103.9%
SPDR SERIES TRUST$11.93M206,0714.0%
DOUBLELINE ETF TRUST$14.91M300,3205.0%
SPDR SERIES TRUST$14.94M318,7435.0%
SPDR SERIES TRUST$15.28M143,1755.1%
SPDR SERIES TRUST$21.47M377,9657.2%
J P MORGAN EXCHANGE TRADED F$23.04M497,8347.7%
ISHARES TR$25.08M260,8668.4%
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