0001725547-22-000136.txt : 20220809 0001725547-22-000136.hdr.sgml : 20220809 20220808183434 ACCESSION NUMBER: 0001725547-22-000136 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220809 DATE AS OF CHANGE: 20220808 EFFECTIVENESS DATE: 20220809 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: 221145870 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 06-30-2022 06-30-2022 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 08-08-2022 0 88 297508 false INFORMATION TABLE 2 Form13fInfoTable.xml ADOBE SYSTEMS INCORPORATED COM 00724F101 366 1000 SH SOLE 0 0 1000 ALPHABET INC CAP STK CL C 02079K107 387 177 SH SOLE 0 0 177 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 1370 26339 SH SOLE 0 0 26339 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1148 16786 SH SOLE 0 0 16786 APPLE INC COM 037833100 1664 12171 SH SOLE 0 0 12171 ARCHER DANIELS MIDLAND CO COM 039483102 436 5624 SH SOLE 0 0 5624 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 216 792 SH SOLE 0 0 792 BIOLIFE SOLUTIONS INC COM NEW 09062W204 153 11053 SH SOLE 0 0 11053 BNY MELLON ETF TRUST US LRG CP CORE 09661T107 41609 595326 SH SOLE 0 0 595325 BNY MELLON ETF TRUST INTERNATIONL EQT 09661T404 21920 362379 SH SOLE 0 0 362378 BNY MELLON ETF TRUST CORE BOND ETF 09661T602 38343 877814 SH SOLE 0 0 877813 CAMBRIDGE BANCORP COM 132152109 1519 18362 SH SOLE 0 0 18362 DISNEY WALT CO COM 254687106 211 2231 SH SOLE 0 0 2230 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 9810 210841 SH SOLE 0 0 210841 FIRST MERCHANTS CORP COM 320817109 319 8958 SH SOLE 0 0 8958 FIRST TR SR FLTG RATE INCOME COM 33733U108 124 12435 SH SOLE 0 0 12435 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1145 22622 SH SOLE 0 0 22622 FOCUS FINL PARTNERS INC COM CL A 34417P100 1626 47744 SH SOLE 0 0 47744 FORD MTR CO DEL COM 345370860 929 83493 SH SOLE 0 0 83493 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 11104 535415 SH SOLE 0 0 535414 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 12539 598544 SH SOLE 0 0 598543 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 8321 392695 SH SOLE 0 0 392695 ISHARES TR S&P 100 ETF 464287101 752 4362 SH SOLE 0 0 4361 ISHARES TR CORE S&P TTL STK 464287150 3117 37202 SH SOLE 0 0 37201 ISHARES TR CORE S&P500 ETF 464287200 226 595 SH SOLE 0 0 594 ISHARES TR CORE US AGGBD ET 464287226 1990 19568 SH SOLE 0 0 19567 ISHARES TR NORTH AMERN NAT 464287374 1432 39793 SH SOLE 0 0 39792 ISHARES TR MSCI EAFE ETF 464287465 687 11001 SH SOLE 0 0 11000 ISHARES TR CORE S&P MCP ETF 464287507 741 3275 SH SOLE 0 0 3275 ISHARES TR RUS 1000 ETF 464287622 6128 29494 SH SOLE 0 0 29494 ISHARES TR NATIONAL MUN ETF 464288414 505 4745 SH SOLE 0 0 4744 ISHARES TR 0-5 YR TIPS ETF 46429B747 554 5465 SH SOLE 0 0 5464 ISHARES TR CORE MSCI EAFE 46432F842 256 4343 SH SOLE 0 0 4343 ISHARES TR MSCI INTL SML CP 46434V266 1599 55490 SH SOLE 0 0 55490 ISHARES TR IBONDS DEC2023 46435G318 2942 115386 SH SOLE 0 0 115385 ISHARES TR IBONDS DEC2022 46435G755 2767 106791 SH SOLE 0 0 106791 ISHARES TR IBONDS DEC 26 46435U259 995 39279 SH SOLE 0 0 39278 ISHARES TR IBONDS DEC 25 46435U432 1141 42862 SH SOLE 0 0 42861 ISHARES TR ESG AWR US AGRGT 46435U549 914 18683 SH SOLE 0 0 18682 ISHARES TR IBONDS DEC 46435U697 2788 107231 SH SOLE 0 0 107231 MICROSOFT CORP COM 594918104 861 3351 SH SOLE 0 0 3351 NOVO-NORDISK A S ADR 670100205 286 2563 SH SOLE 0 0 2563 PFIZER INC COM 717081103 416 7930 SH SOLE 0 0 7929 PROCTER AND GAMBLE CO COM 742718109 210 1459 SH SOLE 0 0 1459 QUALCOMM INC COM 747525103 443 3469 SH SOLE 0 0 3469 SPDR S&P 500 ETF TR TR UNIT 78462F103 494 1309 SH SOLE 0 0 1309 SPDR GOLD TR GOLD SHS 78463V107 452 2684 SH SOLE 0 0 2684 SPDR INDEX SHS FDS MSCI EMRG MKTS 78463X426 342 6058 SH SOLE 0 0 6058 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 5755 199558 SH SOLE 0 0 199557 SPDR SER TR PORTFOLIO AGRGTE 78464A649 8294 314753 SH SOLE 0 0 314753 SPDR SER TR S&P DIVID ETF 78464A763 1038 8742 SH SOLE 0 0 8741 SPDR SER TR PORTFOLI S&P1500 78464A805 9800 210833 SH SOLE 0 0 210833 SPDR SER TR PORTFOLIO S&P400 78464A847 271 6826 SH SOLE 0 0 6826 SPDR SER TR PORTFOLIO S&P500 78464A854 2024 45645 SH SOLE 0 0 45644 SPDR SER TR PORTFOLIO SH TSR 78468R101 25338 860390 SH SOLE 0 0 860390 SPDR SER TR NUVEEN BLMBRG MU 78468R721 357 7778 SH SOLE 0 0 7778 SPDR SER TR NUVEEN BLMBRG SH 78468R739 253 5343 SH SOLE 0 0 5342 SPDR SER TR MSCI USA STRTGIC 78468R812 3931 36384 SH SOLE 0 0 36383 SPDR SER TR PORTFOLIO S&P600 78468R853 536 14901 SH SOLE 0 0 14901 SSGA ACTIVE TR SPDR DBLELN EMRG 78470P309 549 13308 SH SOLE 0 0 13308 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 5074 113607 SH SOLE 0 0 113607 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3694 58892 SH SOLE 0 0 58892 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 302 7756 SH SOLE 0 0 7756 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 304 9665 SH SOLE 0 0 9664 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 839 17518 SH SOLE 0 0 17517 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1085 22055 SH SOLE 0 0 22054 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 334 2627 SH SOLE 0 0 2627 SPERO THERAPEUTICS INC COM 84833T103 31 42000 SH SOLE 0 0 42000 SPROTT PHYSICAL GOLD TR UNIT 85207H104 10739 757361 SH SOLE 0 0 757361 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 130 18842 SH SOLE 0 0 18842 UBER TECHNOLOGIES INC COM 90353T100 205 10000 SH SOLE 0 0 10000 VANECK ETF TRUST INFLATION ALLOCA 92189F130 2786 112556 SH SOLE 0 0 112556 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 3245 50915 SH SOLE 0 0 50914 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1884 13134 SH SOLE 0 0 13134 VANGUARD WORLD FD ESG US STK ETF 921910733 202 3042 SH SOLE 0 0 3042 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 630 6199 SH SOLE 0 0 6198 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1346 26856 SH SOLE 0 0 26856 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 367 8284 SH SOLE 0 0 8284 VANGUARD WORLD FDS MATERIALS ETF 92204A801 966 6030 SH SOLE 0 0 6030 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1389 15241 SH SOLE 0 0 15241 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1162 5899 SH SOLE 0 0 5899 VANGUARD INDEX FDS MID CAP ETF 922908629 2370 12034 SH SOLE 0 0 12034 VANGUARD INDEX FDS GROWTH ETF 922908736 3665 16445 SH SOLE 0 0 16445 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2715 14396 SH SOLE 0 0 14396 WISDOMTREE TR INTL EQUITY FD 97717W703 226 4964 SH SOLE 0 0 4964 WISDOMTREE TR GLB US QTLY DIV 97717W844 2279 71901 SH SOLE 0 0 71900 WISDOMTREE TR US QTLY DIV GRT 97717X669 1945 33942 SH SOLE 0 0 33941 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 1151 22864 SH SOLE 0 0 22864