Long-term investor
Tpg Financial Advisors, LLC @tpgfinancialadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001706669).
Record
- Tracked since 2025-06-30 (434 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days +6.9% · 6 months +6.6% · 1 year +12.5% · all +12.5%
- Max drawdown -1.2% · Sharpe 0.89 · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IEF · 10.2% · long · since 2025-06-30
- JPIE · 7.2% · long · since 2025-06-30
- SPYV · 7.0% · long · since 2025-06-30
- SPSM · 6.2% · long · since 2025-06-30
- SPYG · 5.1% · long · since 2025-06-30
- DMBS · 4.7% · long · since 2025-06-30
- SPMD · 4.5% · long · since 2025-06-30
- IEI · 3.5% · long · since 2025-06-30
- SPDW · 3.5% · long · since 2025-06-30
- IGIB · 3.5% · long · since 2025-06-30
- SPTI · 3.4% · long · since 2025-06-30
- SPEM · 3.1% · long · since 2025-06-30