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TPG Financial Advisors, LLC Buys Vanguard FTSE Emerging Markets, Vanguard Mid-Cap, iShares MSCI Japan Index Fund, Sells Cass Information Systems Inc, Invesco FTSE RAFI Emerging Markets, JPMorgan Chase

Investment company TPG Financial Advisors, LLC (Current Portfolio) buys Vanguard FTSE Emerging Markets, Vanguard Mid-Cap, iShares MSCI Japan Index Fund, Vanguard FTSE Developed Markets, Vanguard Small-Cap, sells Cass Information Systems Inc, Invesco FTSE RAFI Emerging Markets, JPMorgan Chase, iShares Core Aggressive Allocation, Invesco S&P 500 Low Volatility during the 3-months ended 2020Q1, according to the most recent filings of the investment company, TPG Financial Advisors, LLC. As of 2020Q1, TPG Financial Advisors, LLC owns 45 stocks with a total value of $97 million. These are the details of the buys and sells.

For the details of TPG Financial Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/tpg+financial+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of TPG Financial Advisors, LLC
  1. SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL) - 148,735 shares, 13.99% of the total portfolio. Shares added by 4.44%
  2. SPDR Portfolio Short Term Corporate Bond (SPSB) - 377,945 shares, 11.73% of the total portfolio. Shares added by 4.95%
  3. SPDR Portfolio Short Term Treasury (SPTS) - 350,564 shares, 11.05% of the total portfolio. Shares added by 4.14%
  4. SPDR Series Trust Portfolio S&P 500 Growth (SPYG) - 199,103 shares, 7.30% of the total portfolio. Shares reduced by 3.93%
  5. SPDR Gold MiniShares Trust (GLDM) - 450,509 shares, 7.27% of the total portfolio. Shares added by 0.89%
New Purchase: iShares Currency Hedged MSCI Eurozone (HEZU)

TPG Financial Advisors, LLC initiated holding in iShares Currency Hedged MSCI Eurozone. The purchase prices were between $20.27 and $33.12, with an estimated average price of $29.24. The stock is now traded at around $24.26. The impact to a portfolio due to this purchase was 0.28%. The holding were 11,753 shares as of .

New Purchase: Intel Corp (INTC)

TPG Financial Advisors, LLC initiated holding in Intel Corp. The purchase prices were between $44.61 and $68.47, with an estimated average price of $59.3. The stock is now traded at around $58.45. The impact to a portfolio due to this purchase was 0.22%. The holding were 3,889 shares as of .

New Purchase: Invesco Preferred (PGX)

TPG Financial Advisors, LLC initiated holding in Invesco Preferred. The purchase prices were between $10.01 and $15.25, with an estimated average price of $14.46. The stock is now traded at around $12.80. The impact to a portfolio due to this purchase was 0.22%. The holding were 15,980 shares as of .

New Purchase: Visa Inc (V)

TPG Financial Advisors, LLC initiated holding in Visa Inc. The purchase prices were between $135.74 and $213.31, with an estimated average price of $188.96. The stock is now traded at around $169.44. The impact to a portfolio due to this purchase was 0.21%. The holding were 1,244 shares as of .

Added: Vanguard FTSE Emerging Markets (VWO)

TPG Financial Advisors, LLC added to a holding in Vanguard FTSE Emerging Markets by 136.11%. The purchase prices were between $30.46 and $45.91, with an estimated average price of $41.1. The stock is now traded at around $34.28. The impact to a portfolio due to this purchase was 1.17%. The holding were 59,063 shares as of .

Added: Vanguard Mid-Cap (VO)

TPG Financial Advisors, LLC added to a holding in Vanguard Mid-Cap by 123.23%. The purchase prices were between $112.37 and $186.27, with an estimated average price of $167.2. The stock is now traded at around $134.05. The impact to a portfolio due to this purchase was 0.71%. The holding were 9,445 shares as of .

Added: iShares MSCI Japan Index Fund (EWJ)

TPG Financial Advisors, LLC added to a holding in iShares MSCI Japan Index Fund by 95.97%. The purchase prices were between $43.22 and $60.05, with an estimated average price of $55.02. The stock is now traded at around $49.32. The impact to a portfolio due to this purchase was 0.51%. The holding were 20,628 shares as of .

Added: Vanguard FTSE Developed Markets (VEA)

TPG Financial Advisors, LLC added to a holding in Vanguard FTSE Developed Markets by 42.80%. The purchase prices were between $28.78 and $44.66, with an estimated average price of $40.48. The stock is now traded at around $33.54. The impact to a portfolio due to this purchase was 0.45%. The holding were 44,108 shares as of .

Added: Vanguard Small-Cap (VB)

TPG Financial Advisors, LLC added to a holding in Vanguard Small-Cap by 162.37%. The purchase prices were between $98.45 and $170.48, with an estimated average price of $151.89. The stock is now traded at around $114.97. The impact to a portfolio due to this purchase was 0.38%. The holding were 5,153 shares as of .

Added: iShares MSCI EAFE Small-Cap ETF (SCZ)

TPG Financial Advisors, LLC added to a holding in iShares MSCI EAFE Small-Cap ETF by 56.01%. The purchase prices were between $38.34 and $62.84, with an estimated average price of $56.15. The stock is now traded at around $44.29. The impact to a portfolio due to this purchase was 0.17%. The holding were 10,122 shares as of .

Sold Out: Cass Information Systems Inc (CASS)

TPG Financial Advisors, LLC sold out a holding in Cass Information Systems Inc. The sale prices were between $29.35 and $57.96, with an estimated average price of $48.66.

Sold Out: JPMorgan Chase & Co (JPM)

TPG Financial Advisors, LLC sold out a holding in JPMorgan Chase & Co. The sale prices were between $79.03 and $141.09, with an estimated average price of $122.27.

Sold Out: Invesco S&P 500 Low Volatility (SPLV)

TPG Financial Advisors, LLC sold out a holding in Invesco S&P 500 Low Volatility. The sale prices were between $39.35 and $62.03, with an estimated average price of $56.39.

Sold Out: iShares Core Aggressive Allocation (AOA)

TPG Financial Advisors, LLC sold out a holding in iShares Core Aggressive Allocation. The sale prices were between $42.4 and $59.2, with an estimated average price of $54.56.



Here is the complete portfolio of TPG Financial Advisors, LLC. Also check out:

1. TPG Financial Advisors, LLC's Undervalued Stocks
2. TPG Financial Advisors, LLC's Top Growth Companies, and
3. TPG Financial Advisors, LLC's High Yield stocks
4. Stocks that TPG Financial Advisors, LLC keeps buying

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