TPG-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "GOOGL",
  null,
  "HD",
  null,
  "META",
  "IWS",
  null,
  "MSFT",
  "NU",
  "ZYME",
  "IWD",
  null,
  "IWF",
  "VGSH",
  "IEMG",
  "IVV",
  null,
  null,
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "IEFA",
  null,
  "SPDW",
  null,
  null,
  "SPYG",
  null,
  null,
  "SPLG",
  null,
  "VO",
  "VOE",
  "VWO",
  "VCIT",
  null,
  "IEF",
  "IWR",
  "AMZN",
  "ESGV",
  "VUG",
  "VEA",
  "VBK",
  "VTEB",
  "VOT",
  "VB",
  "VTV",
  null,
  null,
  null,
  null,
  "SPYV",
  "ADP",
  "BRK-B",
  "CVX",
  "COST",
  null,
  null,
  "NKE",
  "TSLA",
  "PM",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 65
Total Value: 226306792
Accession Number: 0001706669-25-000004
Form Type: 13F-HR
CIK: tpg-financial-advisors
Manager Name: TPG-Financial-Advisors

Data Enrichment

66% identified

43 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

65 positions • $226.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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464287473

IWS|464287473

Shares:1.7K

Value:$218.7K

% of Portfolio:0.1% ($218.7K/$226.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:405

Value:$215.7K

% of Portfolio:0.1% ($215.7K/$226.3M)

Philip Morris International Inc.

PM|718172109

Shares:1.3K

Value:$206.8K

% of Portfolio:0.1% ($206.8K/$226.3M)

CHEVRON CORP

CVX|166764100

Shares:1.2K

Value:$203.4K

% of Portfolio:0.1% ($203.4K/$226.3M)

Zymeworks Inc.

ZYME|98985Y108

Shares:10.0K

Value:$119.3K

% of Portfolio:0.1% ($119.3K/$226.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWScusip464287473)	1.7K	QoQ -6.56% (-122) YoY-	All Managers (Combined)	$218.7K	0.1% ($218.7K/$226.3M)	QoQ -9.00% (-$21.6K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	405	QoQ NEW(+405) YoY-	All Managers (Combined)	$215.7K	0.1% ($215.7K/$226.3M)	QoQ NEW(+$215.7K) YoY-
Philip Morris International Inc.(PMcusip718172109)	1.3K	QoQ NEW(+1.3K) YoY-	All Managers (Combined)	$206.8K	0.1% ($206.8K/$226.3M)	QoQ NEW(+$206.8K) YoY-
CHEVRON CORP(CVXcusip166764100)	1.2K	QoQ NEW(+1.2K) YoY-	All Managers (Combined)	$203.4K	0.1% ($203.4K/$226.3M)	QoQ NEW(+$203.4K) YoY-
Zymeworks Inc.(ZYMEcusip98985Y108)	10.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$119.3K	0.1% ($119.3K/$226.3M)	QoQ -18.64% (-$27.3K) YoY-