Tpg Financial Advisors, LLC Reduced Holdings in Q4 2023

Tpg Financial Advisors, LLC

$189 Million
Q4 2023

Stock	Shares change	Price Range	Shares Held	Trade History
IGIB Ishares Trust Ishares 5 10 Yea ETFs	-203K - 38.88%	$47.27 - $52.23 $9.57M - $10.6M	318K $16.6M
IEF Ishares Barclays ETFs	-17.5K - 10.43%	$88.95 - $97.0 $1.56M - $1.7M	151K $14.5M
VGSH Vanguard ETFs	-6.16K - 33.04%	$57.34 - $58.41 $353K - $360K	12.5K $728K
VCIT Vanguard Intermediate Term Cor ETFs	-9.07K - 12.13%	$73.81 - $81.64 $669K - $740K	65.7K $5.34M
SPTS Spdr Portfolio Short Term Trea ETFs	-8.53K - 9.43%	$28.59 - $29.06 $244K - $248K	81.9K $2.38M
USRT Ishares Core U.S. Reit ETF ETFs	-28.2K - 14.29%	$44.09 - $55.2 $1.24M - $1.56M	169K $9.19M
VWO Vanguard Ftse Emerging Mkts Et ETFs	-6.62K - 8.27%	$37.74 - $41.31 $250K - $273K	73.4K $3.02M
ICSH Blackrock Ultra Short Term Bon ETFs	-530 - 8.9%	$50.18 - $50.48 $26.6K - $26.8K	5.42K $273K
SLQD Ishares 0 5 Year Investment Gr ETFs	-261 - 2.54%	$47.66 - $49.2 $12.4K - $12.8K	10K $493K
ESGV Vanguard World Fd Esg U.S. Sto ETFs	-651 - 11.17%	$71.95 - $85.41 $46.8K - $55.6K	5.18K $440K
NKE Nike, Inc. Consumer Cyclical	-203 - 5.28%	$94.56 - $122.64 $19.2K - $24.9K	3.64K $395K
FDT First Trust Developed Markets ETFs	-842 - 2.07%	$47.22 - $52.8 $39.8K - $44.5K	39.8K $2.09M
IWD Ishares Russell 1000 Val ETF ETFs	-1.19K - 5.67%	$143.69 - $165.7 $171K - $197K	19.8K $3.27M
IEI Ishares Barclays 3 7 Yr Treas ETFs	-160 - 0.56%	$111.61 - $117.37 $17.9K - $18.8K	28.6K $3.35M
VOT Vanguard Mid Cap Growth Index ETFs	-18 - 0.42%	$180.9 - $221.2 $3.26K - $3.98K	4.29K $942K
NU Nu Holdings Ltd. Financial Services	-2.77K - 2.09%	$6.84 - $8.83 $19K - $24.5K	130K $1.08M
IWF Ishares Russell 1000 Gr ETF ETFs	-1.12K - 5.26%	$256.94 - $304.21 $286K - $339K	20.1K $6.09M
SPYV Spdr Portfolio S&P 500 Value E ETFs	-951 - 0.29%	$39.63 - $46.73 $37.7K - $44.4K	322K $15M

Activity Summary All Purchases 37 New Holdings 9 Increased Positions 28 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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