0001725547-23-000011.txt : 20230206 0001725547-23-000011.hdr.sgml : 20230206 20230203180618 ACCESSION NUMBER: 0001725547-23-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230206 DATE AS OF CHANGE: 20230203 EFFECTIVENESS DATE: 20230206 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: 23587748 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 X0202 13F-HR LIVE false false 0001802290 XXXXXXXX 12-31-2022 12-31-2022 false SENTINEL PENSION ADVISORS INC

100 QUANNAPOWITT PKWY SUITE 300 WAKEFIELD MA 01880

13F HOLDINGS REPORT 028-19758 000109901 801-55783 N James M. Nestor (781) 914-1273 /s/ James M. Nestor Wakefield MA 01-31-2023 0 85 318787310 false INFORMATION TABLE 2 Form13fInfoTable.xml AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 1433491 28414 SH SOLE 0 0 28414 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1289093 17301 SH SOLE 0 0 17301 APPLE INC COM 037833100 1455208 11200 SH SOLE 0 0 11200 ARCHER DANIELS MIDLAND CO COM 039483102 522188 5624 SH SOLE 0 0 5624 BIOLIFE SOLUTIONS INC COM NEW 09062W204 201165 11053 SH SOLE 0 0 11053 BNY MELLON ETF TRUST US LRG CP CORE 09661T107 46487199 663197 SH SOLE 0 0 663197 BNY MELLON ETF TRUST INTERNATIONL EQT 09661T404 29003755 465518 SH SOLE 0 0 465518 BNY MELLON ETF TRUST CORE BOND ETF 09661T602 42649868 1025237 SH SOLE 0 0 1025237 CAMBRIDGE BANCORP COM 132152109 1874913 22573 SH SOLE 0 0 22573 FIDELITY COVINGTON TRUST BLUE CHIP GRWTH 316092352 300599 14253 SH SOLE 0 0 14253 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 9311048 206820 SH SOLE 0 0 206820 FIRST MERCHANTS CORP COM 320817109 368263 8958 SH SOLE 0 0 8958 FIRST TR SR FLTG RATE INCOME COM 33733U108 123567 12966 SH SOLE 0 0 12966 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1319362 26329 SH SOLE 0 0 26329 FORD MTR CO DEL COM 345370860 625832 53812 SH SOLE 0 0 53812 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 9545438 504382 SH SOLE 0 0 504382 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 11120534 552162 SH SOLE 0 0 552162 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 12066709 589048 SH SOLE 0 0 589048 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 12668025 603814 SH SOLE 0 0 603814 ISHARES GOLD TR ISHARES NEW 464285204 1122411 32449 SH SOLE 0 0 32449 ISHARES TR S&P 100 ETF 464287101 749649 4395 SH SOLE 0 0 4395 ISHARES TR CORE S&P TTL STK 464287150 3159377 37257 SH SOLE 0 0 37257 ISHARES TR CORE S&P500 ETF 464287200 238836 622 SH SOLE 0 0 622 ISHARES TR CORE US AGGBD ET 464287226 451718 4657 SH SOLE 0 0 4657 ISHARES TR NORTH AMERN NAT 464287374 1865801 45888 SH SOLE 0 0 45888 ISHARES TR RUS 1000 ETF 464287622 4941413 23472 SH SOLE 0 0 23472 ISHARES TR NATIONAL MUN ETF 464288414 503977 4776 SH SOLE 0 0 4776 ISHARES TR 0-5 YR TIPS ETF 46429B747 411647 4246 SH SOLE 0 0 4246 ISHARES TR CORE MSCI EAFE 46432F842 275284 4466 SH SOLE 0 0 4466 ISHARES TR MSCI INTL SML CP 46434V266 1736718 57891 SH SOLE 0 0 57891 ISHARES TR IBONDS DEC2023 46435G318 3137875 123782 SH SOLE 0 0 123782 ISHARES TR IBONDS DEC 26 46435U259 1535637 60914 SH SOLE 0 0 60914 ISHARES TR IBONDS DEC 27 46435U283 1140981 45503 SH SOLE 0 0 45503 ISHARES TR IBONDS DEC 25 46435U432 2042092 77440 SH SOLE 0 0 77440 ISHARES TR ESG AWR US AGRGT 46435U549 1521173 32545 SH SOLE 0 0 32545 ISHARES TR IBONDS DEC 46435U697 3045605 118276 SH SOLE 0 0 118276 LILLY ELI & CO COM 532457108 206700 565 SH SOLE 0 0 565 MICROSOFT CORP COM 594918104 898320 3746 SH SOLE 0 0 3746 NEXGEN ENERGY LTD COM 65340P106 44300 10000 SH SOLE 0 0 10000 PFIZER INC COM 717081103 408639 7975 SH SOLE 0 0 7975 PROCTER AND GAMBLE CO COM 742718109 230469 1521 SH SOLE 0 0 1521 SPDR S&P 500 ETF TR TR UNIT 78462F103 637789 1668 SH SOLE 0 0 1668 SPDR GOLD TR GOLD SHS 78463V107 453448 2673 SH SOLE 0 0 2673 SPDR INDEX SHS FDS MSCI EMRG MKTS 78463X426 248516 4651 SH SOLE 0 0 4651 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 225328 6836 SH SOLE 0 0 6836 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 5654471 190450 SH SOLE 0 0 190450 SPDR SER TR PORTFOLIO AGRGTE 78464A649 7347605 292384 SH SOLE 0 0 292384 SPDR SER TR S&P DIVID ETF 78464A763 1165908 9319 SH SOLE 0 0 9319 SPDR SER TR PORTFOLI S&P1500 78464A805 9376889 198285 SH SOLE 0 0 198285 SPDR SER TR PORTFOLIO S&P400 78464A847 292548 6883 SH SOLE 0 0 6883 SPDR SER TR PORTFOLIO S&P500 78464A854 2245666 49926 SH SOLE 0 0 49926 SPDR SER TR PORTFOLIO SH TSR 78468R101 20232919 700343 SH SOLE 0 0 700343 SPDR SER TR NUVEEN BLMBRG MU 78468R721 253997 5568 SH SOLE 0 0 5568 SPDR SER TR MSCI USA STRTGIC 78468R812 4063389 36836 SH SOLE 0 0 36836 SPDR SER TR PORTFOLIO S&P600 78468R853 554283 14993 SH SOLE 0 0 14993 SSGA ACTIVE TR SPDR DBLELN EMRG 78470P309 549138 13661 SH SOLE 0 0 13661 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4883873 108170 SH SOLE 0 0 108170 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4115697 62730 SH SOLE 0 0 62730 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 312613 7717 SH SOLE 0 0 7717 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 311032 9656 SH SOLE 0 0 9656 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 499641 10945 SH SOLE 0 0 10945 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 474520 9837 SH SOLE 0 0 9837 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 311413 2503 SH SOLE 0 0 2503 SPERO THERAPEUTICS INC COM 84833T103 20760 12000 SH SOLE 0 0 12000 SPROTT PHYSICAL GOLD TR UNIT 85207H104 11108600 787844 SH SOLE 0 0 787844 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 155258 18842 SH SOLE 0 0 18842 VANECK ETF TRUST INFLATION ALLOCA 92189F130 3120038 125808 SH SOLE 0 0 125808 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 3497013 53875 SH SOLE 0 0 53875 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2096137 13804 SH SOLE 0 0 13804 VANGUARD WORLD FD ESG US STK ETF 921910733 234267 3557 SH SOLE 0 0 3557 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 399887 3695 SH SOLE 0 0 3695 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1245569 26666 SH SOLE 0 0 26666 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 289091 6993 SH SOLE 0 0 6993 VANGUARD WORLD FDS MATERIALS ETF 92204A801 1021370 6001 SH SOLE 0 0 6001 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1236870 14996 SH SOLE 0 0 14996 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1109218 5531 SH SOLE 0 0 5531 VANGUARD INDEX FDS MID CAP ETF 922908629 2362914 11594 SH SOLE 0 0 11594 VANGUARD INDEX FDS GROWTH ETF 922908736 3754053 17616 SH SOLE 0 0 17616 VANGUARD INDEX FDS SMALL CP ETF 922908751 215476 1174 SH SOLE 0 0 1174 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2811998 14708 SH SOLE 0 0 14708 WISDOMTREE TR INTL EQUITY FD 97717W703 220288 4683 SH SOLE 0 0 4683 WISDOMTREE TR GLB US QTLY DIV 97717W844 2557255 79356 SH SOLE 0 0 79356 WISDOMTREE TR US QTLY DIV GRT 97717X669 2081311 34482 SH SOLE 0 0 34482 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 745866 14837 SH SOLE 0 0 14837 WORLD GOLD TR SPDR GLD MINIS 98149E303 2258509 62407 SH SOLE 0 0 62407