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Home > Institutional Investor > Tpg Financial Advisors, Llc > 13F Holdings

Instuitional Investor - Tpg Financial Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 359,592 $34,006,615 10.16%
2.
J P Morgan Exchange Traded F - INCOME ETF
 526,755 $24,257,085 7.24%
3.
Spdr Series Trust
 KRE 387,813 $23,575,129 7.04%
4.
Spdr Series Trust
 361,261 $20,833,942 6.22%
5.
Spdr Series Trust
 KRE 143,799 $17,110,643 5.11%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.