Tpg Financial Advisors, LLC Top Holdings and 13F Report (2025) About Tpg Financial Advisors, LLCInvestment ActivityTpg Financial Advisors, LLC has $229.86 million in total holdings as of December 31, 2024.Tpg Financial Advisors, LLC owns shares of 62 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 14.57% of the portfolio was purchased this quarter.About 8.59% of the portfolio was sold this quarter.This quarter, Tpg Financial Advisors, LLC has purchased 68 new stocks and bought additional shares in 30 stocks.Tpg Financial Advisors, LLC sold shares of 22 stocks and completely divested from 8 stocks this quarter.Largest Holdings JPMorgan Income ETF $19,936,195iShares 5-10 Year Investment Grade Corporate Bond ETF $18,971,725SPDR Portfolio S&P 500 Value ETF $18,959,714SPDR Portfolio Intermediate Term Treasury ETF $15,538,779iShares 7-10 Year Treasury Bond ETF $14,594,989 Largest New Holdings this Quarter Walmart $226,327 HoldingBroadcom $202,164 Holding Largest Purchases this Quarter SPDR Portfolio Intermediate Term Treasury ETF 491,185 shares (about $13.69M)Apple 23,267 shares (about $5.83M)SPDR Portfolio S&P 600 Small Cap ETF 109,064 shares (about $4.90M)SPDR Portfolio S&P 500 Value ETF 19,197 shares (about $981.74K)Vanguard Small-Cap ETF 3,625 shares (about $871.02K) Largest Sales this Quarter iShares 7-10 Year Treasury Bond ETF 135,329 shares (about $12.51M)SPDR Portfolio Emerging Markets ETF 89,552 shares (about $3.44M)Vanguard FTSE Emerging Markets ETF 19,364 shares (about $852.79K)iShares Core MSCI Emerging Markets ETF 4,497 shares (about $234.83K)iShares 0-5 Year High Yield Corporate Bond ETF 2,900 shares (about $123.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTpg Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPIEJPMorgan Income ETF$19,936,195$824,079 ▲4.3%437,0068.7%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$18,971,725$753,642 ▲4.1%368,3128.3%ManufacturingSPYVSPDR Portfolio S&P 500 Value ETF$18,959,714$981,736 ▲5.5%370,7418.2%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$15,538,779$13,694,238 ▲742.4%557,3456.8%ETFIEFiShares 7-10 Year Treasury Bond ETF$14,594,989$12,511,166 ▼-46.2%157,8696.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$12,017,424$714,275 ▲6.3%136,7175.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$9,100,673$4,899,163 ▲116.6%202,5974.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$9,007,078$796,492 ▲9.7%263,9053.9%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$8,351,101$414,823 ▲5.2%152,6993.6%ETFVTVVanguard Value ETF$7,806,879$60,609 ▲0.8%46,1133.4%ETFAAPLApple$7,446,239$5,826,522 ▲359.7%29,7353.2%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$7,098,603$3,436,110 ▼-32.6%185,0043.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$6,664,720$47,761 ▼-0.7%83,0292.9%ETFIWFiShares Russell 1000 Growth ETF$5,758,406$77,909 ▼-1.3%14,3392.5%ETFSPTSSPDR Portfolio Short Term Treasury ETF$5,715,556$500,133 ▲9.6%197,0202.5%ETFUSRTiShares Core U.S. REIT ETF$5,496,363$168,663 ▲3.2%95,9062.4%ETFIEIiShares 3-7 Year Treasury Bond ETF$5,401,963$829,418 ▲18.1%46,7502.4%ETFVUGVanguard Growth ETF$5,358,705$70,185 ▲1.3%13,0562.3%ETFIWDiShares Russell 1000 Value ETF$4,451,266$93,491 ▲2.1%24,0441.9%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$3,998,052$84,004 ▲2.1%193,6101.7%ETFVTEBVanguard Tax-Exempt Bond ETF$3,382,6220.0%67,4771.5%ETFFDTFirst Trust Developed Markets ex-US AlphaDEX Fund$3,083,696$116,867 ▲3.9%57,0211.3%ManufacturingVWOVanguard FTSE Emerging Markets ETF$2,947,201$852,791 ▼-22.4%66,9211.3%ETFVEAVanguard FTSE Developed Markets ETF$2,894,258$72,495 ▲2.6%60,5241.3%ETFVOVanguard Mid-Cap ETF$2,857,471$35,659 ▲1.3%10,8181.2%ETFVBVanguard Small-Cap ETF$1,553,170$871,015 ▲127.7%6,4640.7%ETFVOTVanguard Mid-Cap Growth ETF$1,410,287$35,524 ▼-2.5%5,5580.6%ETFVGSHVanguard Short-Term Treasury Index ETF$1,387,230$14,196 ▼-1.0%23,8440.6%ETFJPSTJPMorgan Ultra-Short Income ETF$1,281,866$142,648 ▲12.5%25,4490.6%ETFNUNU$1,190,4780.0%114,9110.5%FinanceAMZNAmazon.com$1,109,236$300,345 ▲37.1%5,0560.5%Retail/WholesaleMSFTMicrosoft$1,076,933$28,241 ▼-2.6%2,5550.5%Computer and TechnologyREETiShares Global REIT ETF$968,987$18,745 ▼-1.9%40,4250.4%ETFIVViShares Core S&P 500 ETF$877,722$46,506 ▼-5.0%1,4910.4%ETFTSLATesla$752,758$360,629 ▲92.0%1,8640.3%Auto/Tires/TrucksADPAutomatic Data Processing$742,9490.0%2,5380.3%Business ServicesSPYSPDR S&P 500 ETF Trust$707,985$157,070 ▲28.5%1,2080.3%FinanceIEMGiShares Core MSCI Emerging Markets ETF$692,751$234,834 ▼-25.3%13,2660.3%ETFDFUSDimensional U.S. Equity ETF$677,0890.0%10,6210.3%ETFNVDANVIDIA$671,047$43,913 ▼-6.1%4,9970.3%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$612,195$14,075 ▼-2.2%3,7840.3%ETFDFUVDimensional US Marketwide Value ETF$603,6520.0%14,7520.3%ETFIWRiShares Russell Mid-Cap ETF$597,8490.0%6,7630.3%ETFESGVVanguard ESG US Stock ETF$502,108$36,711 ▲7.9%4,7870.2%ETFGOOGLAlphabet$498,995$62,848 ▲14.4%2,6360.2%Computer and TechnologyHDHome Depot$443,838$73,908 ▼-14.3%1,1410.2%Retail/WholesaleMETAMeta Platforms$439,133$26,348 ▲6.4%7500.2%Computer and TechnologySHYGiShares 0-5 Year High Yield Corporate Bond ETF$412,422$123,569 ▼-23.1%9,6790.2%ETFCOSTCostco Wholesale$398,776$125,592 ▲46.0%4350.2%Retail/WholesaleSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$389,695$14,573 ▼-3.6%7,8350.2%ManufacturingSPLGSPDR Portfolio S&P 500 ETF$384,3410.0%5,5750.2%ETFIEFAiShares Core MSCI EAFE ETF$361,947$25,863 ▲7.7%5,1500.2%ETFJPMJPMorgan Chase & Co.$275,427$13,184 ▼-4.6%1,1490.1%FinanceVBKVanguard Small-Cap Growth ETF$265,683$1,680 ▼-0.6%9490.1%ETFNKENIKE$263,1800.0%3,4780.1%Consumer DiscretionaryIWSiShares Russell Mid-Cap Value ETF$240,314$14,745 ▼-5.8%1,8580.1%ETFAOMiShares Core Moderate Allocation ETF$232,491$15,856 ▲7.3%5,3520.1%ETFWMTWalmart$226,327$226,327 ▲New Holding2,5050.1%Retail/WholesaleAOAiShares Core Aggressive Allocation ETF$214,048$1,302 ▼-0.6%2,7940.1%ETFTTTrane Technologies$206,467$21,422 ▼-9.4%5590.1%ConstructionAVGOBroadcom$202,164$202,164 ▲New Holding8720.1%Computer and TechnologyZYMEZymeworks$146,649$14,640 ▼-9.1%10,0170.1%MedicalBSMOInvesco BulletShares 2024 Municipal Bond ETF$0$322,114 ▼-100.0%00.0%ETFBSMPInvesco BulletShares 2025 Municipal Bond ETF$0$321,186 ▼-100.0%00.0%ETFBSMQInvesco BulletShares 2026 Municipal Bond ETF$0$320,063 ▼-100.0%00.0%ETFIBMInternational Business Machines$0$256,453 ▼-100.0%00.0%Computer and TechnologyUNHUnitedHealth Group$0$247,904 ▼-100.0%00.0%MedicalTMOThermo Fisher Scientific$0$234,438 ▼-100.0%00.0%MedicalBRK.BBerkshire Hathaway$0$206,657 ▼-100.0%00.0%FinanceHCAHCA Healthcare$0$201,996 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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