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TPG Financial Advisors, LLC Buys iShares Intermediate Credit Bond ETF, SPDR S&P Dividend, SPDR Portfolio Short Term Corporate Bond, Sells SPDR Portfolio Short Term Treasury, SPDR Bloomberg Barclays 1-3 Month T-Bill, WisdomTree Europe Hedged Equity Fund

Investment company TPG Financial Advisors, LLC (Current Portfolio) buys iShares Intermediate Credit Bond ETF, SPDR S&P Dividend, SPDR Portfolio Short Term Corporate Bond, First Trust Amex Biotech Index Fund, SPDR Portfolio Developed World ex-US, sells SPDR Portfolio Short Term Treasury, SPDR Bloomberg Barclays 1-3 Month T-Bill, WisdomTree Europe Hedged Equity Fund, iShares Core U.S. REIT, iShares MSCI Japan Index Fund during the 3-months ended 2020Q2, according to the most recent filings of the investment company, TPG Financial Advisors, LLC. As of 2020Q2, TPG Financial Advisors, LLC owns 50 stocks with a total value of $116 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 Portfolio Short Term Corporate Bond (SPSB) - 467,340 shares, 12.58% of the total portfolio. Shares added by 23.65%
  2. iShares Intermediate Credit Bond ETF (IGIB) - 230,587 shares, 11.96% of the total portfolio. New Position
  3. SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL) - 108,725 shares, 8.55% of the total portfolio. Shares reduced by 26.9%
  4. SPDR Series Trust Portfolio S&P 500 Growth (SPYG) - 172,613 shares, 6.66% of the total portfolio. Shares reduced by 13.3%
  5. SPDR Gold MiniShares Trust (GLDM) - 404,256 shares, 6.17% of the total portfolio. Shares reduced by 10.27%
New Purchase: iShares Intermediate Credit Bond ETF (IGIB)

TPG Financial Advisors, LLC initiated holding in iShares Intermediate Credit Bond ETF. The purchase prices were between $53.96 and $60.25, with an estimated average price of $57.93. The stock is now traded at around $60.48. The impact to a portfolio due to this purchase was 11.96%. The holding were 230,587 shares as of .

New Purchase: SPDR S&P Dividend (SDY)

TPG Financial Advisors, LLC initiated holding in SPDR S&P Dividend. The purchase prices were between $76.15 and $100.68, with an estimated average price of $87.74. The stock is now traded at around $89.75. The impact to a portfolio due to this purchase was 5.46%. The holding were 69,723 shares as of .

New Purchase: First Trust Amex Biotech Index Fund (FBT)

TPG Financial Advisors, LLC initiated holding in First Trust Amex Biotech Index Fund. The purchase prices were between $127.11 and $171.8, with an estimated average price of $156.54. The stock is now traded at around $173.01. The impact to a portfolio due to this purchase was 1.51%. The holding were 10,472 shares as of .

New Purchase: iShares Core MSCI Emerging Markets (IEMG)

TPG Financial Advisors, LLC initiated holding in iShares Core MSCI Emerging Markets. The purchase prices were between $38.47 and $48.81, with an estimated average price of $44.24. The stock is now traded at around $51.23. The impact to a portfolio due to this purchase was 0.64%. The holding were 15,557 shares as of .

New Purchase: Thermo Fisher Scientific Inc (TMO)

TPG Financial Advisors, LLC initiated holding in Thermo Fisher Scientific Inc. The purchase prices were between $275.2 and $362.34, with an estimated average price of $334.21. The stock is now traded at around $382.81. The impact to a portfolio due to this purchase was 0.22%. The holding were 702 shares as of .

New Purchase: UnitedHealth Group Inc (UNH)

TPG Financial Advisors, LLC initiated holding in UnitedHealth Group Inc. The purchase prices were between $229.49 and $311.85, with an estimated average price of $285.69. The stock is now traded at around $290.45. The impact to a portfolio due to this purchase was 0.21%. The holding were 827 shares as of .

Added: SPDR Portfolio Short Term Corporate Bond (SPSB)

TPG Financial Advisors, LLC added to a holding in SPDR Portfolio Short Term Corporate Bond by 23.65%. The purchase prices were between $30.09 and $31.34, with an estimated average price of $30.99. The stock is now traded at around $31.31. The impact to a portfolio due to this purchase was 2.41%. The holding were 467,340 shares as of .

Added: SPDR Portfolio Developed World ex-US (SPDW)

TPG Financial Advisors, LLC added to a holding in SPDR Portfolio Developed World ex-US by 37.79%. The purchase prices were between $22.87 and $29.3, with an estimated average price of $26.11. The stock is now traded at around $28.10. The impact to a portfolio due to this purchase was 0.9%. The holding were 137,822 shares as of .

Added: Vanguard FTSE Developed Markets (VEA)

TPG Financial Advisors, LLC added to a holding in Vanguard FTSE Developed Markets by 39.32%. The purchase prices were between $31.83 and $40.85, with an estimated average price of $36.43. The stock is now traded at around $39.50. The impact to a portfolio due to this purchase was 0.58%. The holding were 61,450 shares as of .

Sold Out: SPDR Portfolio Short Term Treasury (SPTS)

TPG Financial Advisors, LLC sold out a holding in SPDR Portfolio Short Term Treasury. The sale prices were between $30.66 and $30.74, with an estimated average price of $30.7.

Sold Out: WisdomTree Europe Hedged Equity Fund (HEDJ)

TPG Financial Advisors, LLC sold out a holding in WisdomTree Europe Hedged Equity Fund. The sale prices were between $48.71 and $62.95, with an estimated average price of $56.29.

Sold Out: iShares Core U.S. REIT (USRT)

TPG Financial Advisors, LLC sold out a holding in iShares Core U.S. REIT. The sale prices were between $35.36 and $48.66, with an estimated average price of $41.92.

Sold Out: iShares MSCI Japan Index Fund (EWJ)

TPG Financial Advisors, LLC sold out a holding in iShares MSCI Japan Index Fund. The sale prices were between $46.2 and $57.44, with an estimated average price of $52.68.

Sold Out: SPDR S&P International SmallCap (GWX)

TPG Financial Advisors, LLC sold out a holding in SPDR S&P International SmallCap. The sale prices were between $21.22 and $28.8, with an estimated average price of $25.51.

Sold Out: Phillips 66 (PSX)

TPG Financial Advisors, LLC sold out a holding in Phillips 66. The sale prices were between $49.51 and $89.73, with an estimated average price of $70.48.

Reduced: SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL)

TPG Financial Advisors, LLC reduced to a holding in SPDR Bloomberg Barclays 1-3 Month T-Bill by 26.9%. The sale prices were between $91.52 and $91.57, with an estimated average price of $91.54. The stock is now traded at around $91.53. The impact to a portfolio due to this sale was -3.76%. TPG Financial Advisors, LLC still held 108,725 shares as of .

Reduced: Vanguard FTSE Emerging Markets (VWO)

TPG Financial Advisors, LLC reduced to a holding in Vanguard FTSE Emerging Markets by 23.01%. The sale prices were between $32.36 and $40.59, with an estimated average price of $36.92. The stock is now traded at around $42.91. The impact to a portfolio due to this sale was -0.47%. TPG Financial Advisors, LLC still held 45,470 shares as of .

Reduced: iShares S&P 500 Value (IVE)

TPG Financial Advisors, LLC reduced to a holding in iShares S&P 500 Value by 38.29%. The sale prices were between $91.41 and $118.98, with an estimated average price of $105.45. The stock is now traded at around $108.02. The impact to a portfolio due to this sale was -0.22%. TPG Financial Advisors, LLC still held 3,542 shares as of .

Reduced: Vanguard Real Estate (VNQ)

TPG Financial Advisors, LLC reduced to a holding in Vanguard Real Estate by 46.59%. The sale prices were between $64.53 and $86.79, with an estimated average price of $75.73. The stock is now traded at around $77.85. The impact to a portfolio due to this sale was -0.21%. TPG Financial Advisors, LLC still held 3,269 shares as of .

Reduced: Nike Inc (NKE)

TPG Financial Advisors, LLC reduced to a holding in Nike Inc by 25.63%. The sale prices were between $78.86 and $104.29, with an estimated average price of $92.09. The stock is now traded at around $97.12. The impact to a portfolio due to this sale was -0.17%. TPG Financial Advisors, LLC still held 5,784 shares as of .

Reduced: SPDR S&P 500 (SPY)

TPG Financial Advisors, LLC reduced to a holding in SPDR S&P 500 by 25.79%. The sale prices were between $246.15 and $323.2, with an estimated average price of $292.2. The stock is now traded at around $315.73. The impact to a portfolio due to this sale was -0.11%. TPG Financial Advisors, LLC still held 1,148 shares as of .



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

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