0001725547-20-000078.txt : 20201103 0001725547-20-000078.hdr.sgml : 20201103 20201103154024 ACCESSION NUMBER: 0001725547-20-000078 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201103 DATE AS OF CHANGE: 20201103 EFFECTIVENESS DATE: 20201103 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SENTINEL PENSION ADVISORS INC CENTRAL INDEX KEY: 0001802290 IRS NUMBER: 043422848 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19758 FILM NUMBER: 201283345 BUSINESS ADDRESS: STREET 1: 100 QUANNAPOWITT PKWY STREET 2: SUITE 300 CITY: WAKEFIELD STATE: MA ZIP: 01880 BUSINESS PHONE: 781-914-1450 MAIL ADDRESS: STREET 1: 100 QUANNAPOWITT PKWY STREET 2: SUITE 300 CITY: WAKEFIELD STATE: MA ZIP: 01880 13F-HR 1 primary_doc.xml 13F-HR LIVE false false 0001802290 XXXXXXXX 09-30-2020 09-30-2020 false SENTINEL PENSION ADVISORS INC

100 QUANNAPOWITT PKWY SUITE 300 WAKEFIELD MA 01880

13F HOLDINGS REPORT 028-19758 N James M. Nestor (781) 914-1273 /s/ James M. Nestor Wakefield MA 11-03-2020 0 81 258790 false INFORMATION TABLE 2 Form13fInfoTable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 354 1205 SH SOLE 0 0 1205 AMAZON COM INC COM 023135106 507 161 SH SOLE 0 0 161 APPLE INC COM 037833100 1240 10705 SH SOLE 0 0 10704 ARCHER DANIELS MIDLAND CO COM 039483102 261 5624 SH SOLE 0 0 5624 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 411 1928 SH SOLE 0 0 1928 BIOLIFE SOLUTIONS INC COM NEW 09062W204 7449 257389 SH SOLE 0 0 257389 CAMBRIDGE BANCORP COM 132152109 540 10154 SH SOLE 0 0 10154 DISNEY WALT CO COM DISNEY 254687106 267 2155 SH SOLE 0 0 2154 EATON VANCE TXMGD GL BUYWR O COM 27829C105 102 12000 SH SOLE 0 0 12000 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 4928 90166 SH SOLE 0 0 90166 FIRST TR SR FLG RTE INCM FD COM 33733U108 117 10635 SH SOLE 0 0 10635 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 470 8452 SH SOLE 0 0 8451 FOCUS FINL PARTNERS INC COM CL A 34417P100 2520 76850 SH SOLE 0 0 76850 FORD MTR CO DEL COM 345370860 344 51614 SH SOLE 0 0 51613 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 1035 48758 SH SOLE 0 0 48758 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 9071 425479 SH SOLE 0 0 425479 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 7898 362459 SH SOLE 0 0 362459 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 9040 413912 SH SOLE 0 0 413912 ISHARES GOLD TRUST ISHARES 464285105 4448 247265 SH SOLE 0 0 247265 ISHARES TR CORE S&P TTL STK 464287150 2927 38771 SH SOLE 0 0 38771 ISHARES TR SELECT DIVID ETF 464287168 266 3263 SH SOLE 0 0 3263 ISHARES TR CORE S&P500 ETF 464287200 1348 4010 SH SOLE 0 0 4010 ISHARES TR CORE US AGGBD ET 464287226 1129 9567 SH SOLE 0 0 9566 ISHARES TR NORTH AMERN NAT 464287374 1317 66500 SH SOLE 0 0 66500 ISHARES TR MSCI EAFE ETF 464287465 314 4932 SH SOLE 0 0 4932 ISHARES TR RUS 1000 ETF 464287622 7158 38247 SH SOLE 0 0 38246 ISHARES TR NATIONAL MUN ETF 464288414 532 4585 SH SOLE 0 0 4585 ISHARES TR MSCI INTL SML CP 46434V266 1550 51564 SH SOLE 0 0 51563 ISHARES TR IBONDS DEC2023 46435G318 2398 91235 SH SOLE 0 0 91234 ISHARES TR CORE INTL AGGR 46435G672 209 3756 SH SOLE 0 0 3756 ISHARES TR IBONDS DEC2022 46435G755 2414 91085 SH SOLE 0 0 91084 ISHARES TR IBONDS DEC2021 46435G789 2309 89101 SH SOLE 0 0 89100 ISHARES TR IBONDS DEC 26 46435U259 629 23367 SH SOLE 0 0 23367 ISHARES TR IBONDS DEC 25 46435U432 1321 47018 SH SOLE 0 0 47017 ISHARES TR IBONDS DEC 46435U697 2062 76120 SH SOLE 0 0 76119 LATTICE STRATEGIES TR HARTFORD MLT ETF 518416102 278 10758 SH SOLE 0 0 10757 MICROSOFT CORP COM 594918104 992 4718 SH SOLE 0 0 4718 PFIZER INC COM 717081103 271 7384 SH SOLE 0 0 7384 SPDR S&P 500 ETF TR TR UNIT 78462F103 510 1523 SH SOLE 0 0 1523 SPDR GOLD TR GOLD SHS 78463V107 1173 6624 SH SOLE 0 0 6624 SPDR INDEX SHS FDS MSCI EMRG MKTS 78463X426 1964 34766 SH SOLE 0 0 34766 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 241 3904 SH SOLE 0 0 3903 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 16381 559836 SH SOLE 0 0 559836 SPDR SER TR PORTFOLIO AGRGTE 78464A649 33077 1073580 SH SOLE 0 0 1073580 SPDR SER TR S&P DIVID ETF 78464A763 1025 11094 SH SOLE 0 0 11094 SPDR SER TR PORTFOLI S&P1500 78464A805 25013 611703 SH SOLE 0 0 611703 SPDR SER TR PORTFOLIO S&P500 78464A854 1034 26269 SH SOLE 0 0 26268 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 589 11955 SH SOLE 0 0 11954 SPDR SER TR PORTFOLIO SH TSR 78468R101 19973 650578 SH SOLE 0 0 650577 SPDR SER TR BLOMBERG BRC INV 78468R200 214 6984 SH SOLE 0 0 6984 SPDR SER TR NUVEEN BRC MUNIC 78468R721 455 8771 SH SOLE 0 0 8770 SPDR SER TR NUVEEN BLMBRG SR 78468R739 292 5863 SH SOLE 0 0 5863 SPDR SER TR MSCI USA STRTGIC 78468R812 4473 47270 SH SOLE 0 0 47270 SPDR SER TR PORTFOLIO S&P600 78468R853 219 8015 SH SOLE 0 0 8014 SSGA ACTIVE TR SPDR DBLELN EMRG 78470P309 615 12324 SH SOLE 0 0 12324 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 9509 117934 SH SOLE 0 0 117934 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3033 54668 SH SOLE 0 0 54668 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 980 14342 SH SOLE 0 0 14341 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 434 18288 SH SOLE 0 0 18288 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 278 5027 SH SOLE 0 0 5027 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 295 9411 SH SOLE 0 0 9410 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 5157 91955 SH SOLE 0 0 91955 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 6965 135241 SH SOLE 0 0 135241 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 330 2828 SH SOLE 0 0 2827 SPROTT PHYSICAL GOLD TR UNIT 85207H104 15359 1020550 SH SOLE 0 0 1020550 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2165 16830 SH SOLE 0 0 16830 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 639 7898 SH SOLE 0 0 7897 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1438 28177 SH SOLE 0 0 28177 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 429 8835 SH SOLE 0 0 8835 VANGUARD WORLD FDS MATERIALS ETF 92204A801 1305 9697 SH SOLE 0 0 9697 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 201 1117 SH SOLE 0 0 1117 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1831 23188 SH SOLE 0 0 23188 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1592 7405 SH SOLE 0 0 7405 VANGUARD INDEX FDS MID CAP ETF 922908629 2901 16459 SH SOLE 0 0 16458 VANGUARD INDEX FDS GROWTH ETF 922908736 5638 24770 SH SOLE 0 0 24769 VANGUARD INDEX FDS SMALL CP ETF 922908751 345 2240 SH SOLE 0 0 2240 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2448 14372 SH SOLE 0 0 14371 WALMART INC COM 931142103 288 2059 SH SOLE 0 0 2058 WISDOMTREE TR INTL EQUITY FD 97717W703 358 7876 SH SOLE 0 0 7876 WISDOMTREE TR GLB US QTLY DIV 97717W844 2104 31561 SH SOLE 0 0 31561 WISDOMTREE TR US QTLY DIV GRT 97717X669 5094 102773 SH SOLE 0 0 102773