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  Name: TPG Financial Advisors LLC
  City: PORTLAND
  State: OR
  Zip: 97223
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $196,304,000
  Total Value Change : $2,859,000
  Securities Held Change : 4
   
All Securities Held : 58
  New Positions : 8
  Closed Positions : 5
  Increased Positions : 29
  Unchanged Positions : 3
  Decreased Positions : 18

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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (AOA)1 Year Chart         AOA iShares Trust 60 Closed $74.44 $0 0 0% -218,000 -3,441 0    Closed - End Fund - Debt
   (SCPB)1 Year Chart         SCPB Spdr Series Trust Term Corp... 59 Closed $29.66 $0 0 0% -668,000 -22,766 0    Closed - End Fund - Debt
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 63 Closed $81.46 $0 0 0% -373,000 -4,611 0    Closed - End Fund - E...
   (BSCN)1 Year Chart         BSCN Invesco Bulletshares 2023 C... 62 Closed $21.19 $0 0 0% -301,000 -14,194 0    N/A
   (BSCQ)1 Year Chart         BSCQ Invesco Bulletshares 2026 C... 61 Closed $19.22 $0 0 0% -3,474,000 -184,955 0    N/A

      5 Records Found
  1    
Page 1 of 1
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