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| Name: |
TPG Financial Advisors LLC |
| City: |
PORTLAND |
| State: |
OR |
| Zip: |
97223 |
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data |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ITE |
Spdr Brcly Cap Intrmd Trm |
25 |
New |
$27.82 |
$2,108,000 |
74,209 |
1.07% |
2,108,000 |
74,209 |
0.007 |
Closed - End Fund - E... |
|
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DFUV |
DFA Dimensional Us Marketwi... |
38 |
New |
$40.02 |
$549,000 |
14,752 |
0.28% |
549,000 |
14,752 |
0.002 |
N/A |
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DFUS |
Dimensional U S Equity Etf |
39 |
New |
$57.22 |
$548,000 |
10,621 |
0.28% |
548,000 |
10,621 |
0.001 |
N/A |
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AMZN |
Amazon.com Inc |
40 |
New |
$176.44 |
$543,000 |
3,642 |
0.28% |
543,000 |
3,642 |
0 |
Internet Software & S... |
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DFIV |
Dimensional International V... |
43 |
New |
$37.98 |
$504,000 |
14,605 |
0.26% |
504,000 |
14,605 |
0.002 |
N/A |
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DFAS |
Dimensional U S Small Cap Etf |
48 |
New |
$61.42 |
$406,000 |
6,949 |
0.21% |
406,000 |
6,949 |
0.008 |
N/A |
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HDV |
Ishares High Dividend Equit... |
50 |
New |
$110.06 |
$367,000 |
3,525 |
0.19% |
367,000 |
3,525 |
0.004 |
N/A |
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IVE |
iShares S&P 500/BARRA Value |
57 |
New |
$184.12 |
$255,000 |
1,456 |
0.13% |
255,000 |
1,456 |
0.001 |
Closed - End Fund - E... |
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