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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 : 3     View All Holdings Currently Viewing:  Unchanged 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
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 33 - $531.23 $747,000 1,568 0.38% 74,000 0 0    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 46 - $528.69 $467,000 983 0.24% 47,000 0 0    Closed - End Fund - E...
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 52 - $62.19 $311,000 5,575 0.16% 31,000 0 0.001    Closed - End Fund - E...

      3 Records Found
  1    
Page 1 of 1
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