TPG Financial Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $25.08M | 8.4% |
| J P MORGAN EXCHANGE TRADED F | $23.04M | 7.7% |
| SPDR SERIES TRUST | $21.47M | 7.2% |
| SPDR SERIES TRUST | $15.28M | 5.1% |
| SPDR SERIES TRUST | $14.94M | 5.0% |
| DOUBLELINE ETF TRUST | $14.91M | 5.0% |
| SPDR SERIES TRUST | $11.93M | 4.0% |
| JANUS DETROIT STR TR | $11.57M | 3.9% |
| ISHARES TR | $10.80M | 3.6% |
| SPDR INDEX SHS FDS | $10.68M | 3.6% |
| SPDR SERIES TRUST | $9.96M | 3.3% |
| SPDR INDEX SHS FDS | $9.69M | 3.2% |
| VANGUARD INDEX FDS | $8.91M | 3.0% |
| GLOBAL X FDS | $8.29M | 2.8% |
| ISHARES TR | $7.45M | 2.5% |
| VANGUARD MALVERN FDS | $7.11M | 2.4% |
| Apple Inc. | $6.83M | 2.3% |
| VANGUARD INDEX FDS | $6.57M | 2.2% |
| ISHARES TR | $6.50M | 2.2% |
| SPDR SERIES TRUST | $5.88M | 2.0% |
| ISHARES TR | $5.82M | 1.9% |
| ISHARES TR | $4.91M | 1.6% |
| VANGUARD INDEX FDS | $4.65M | 1.6% |
| FIRST TR EXCH TRD ALPHDX FD | $4.59M | 1.5% |
| VANGUARD INTL EQUITY INDEX F | $4.34M | 1.4% |
| VANGUARD TAX-MANAGED FDS | $3.69M | 1.2% |
| VANGUARD SCOTTSDALE FDS | $3.25M | 1.1% |
| VANGUARD MUN BD FDS | $3.23M | 1.1% |
| J P MORGAN EXCHANGE TRADED F | $2.45M | 0.8% |
| VANGUARD INDEX FDS | $2.10M | 0.7% |
| VANGUARD INDEX FDS | $1.39M | 0.5% |
| NU HLDGS LTD | $1.35M | 0.5% |
| MICROSOFT CORP | $1.25M | 0.4% |
| ISHARES TR | $1.10M | 0.4% |
| Tesla Inc | $990.3K | 0.3% |
| NVIDIA Corp | $988.6K | 0.3% |
| VANGUARD WORLD FD | $880.7K | 0.3% |
| ISHARES TR | $868.5K | 0.3% |
| ISHARES INC | $857.7K | 0.3% |
| Alphabet Inc. | $819.7K | 0.3% |
| VANGUARD SCOTTSDALE FDS | $808.4K | 0.3% |
| Amazon.com Inc | $744.2K | 0.2% |
| AUTOMATIC DATA PROCESSING INC | $654.1K | 0.2% |
| NIKE, Inc. | $618.7K | 0.2% |
| DIMENSIONAL ETF TRUST | $589.4K | 0.2% |
| DIMENSIONAL ETF TRUST | $540.2K | 0.2% |
| Meta Platforms Inc | $525.4K | 0.2% |
| ISHARES TR | $478.1K | 0.2% |
| ISHARES TR | $474.5K | 0.2% |
| VANGUARD INDEX FDS | $467.1K | 0.2% |