0001725547-24-002128.txt : 20240514 0001725547-24-002128.hdr.sgml : 20240514 20240513190723 ACCESSION NUMBER: 0001725547-24-002128 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240514 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SENTINEL PENSION ADVISORS INC CENTRAL INDEX KEY: 0001802290 ORGANIZATION NAME: 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: 24940932 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 false 0001802290 XXXXXXXX 03-31-2024 03-31-2024 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 05-13-2024 0 108 467543118 false INFORMATION TABLE 2 Form13fInfoTable.xml ABBVIE INC COM 00287Y109 229230 1259 SH SOLE 325 0 934 ALPHABET INC CAP STK CL C 02079K107 247727 1627 SH SOLE 0 0 1627 ALPHABET INC CAP STK CL A 02079K305 286465 1898 SH SOLE 0 0 1898 AMAZON COM INC COM 023135106 500537 2775 SH SOLE 60 0 2715 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 2039489 35188 SH SOLE 0 0 35188 AMERICAN CENTY ETF TR US SML CP VALU 025072877 2300575 24550 SH SOLE 0 0 24550 ANGEL OAK FUNDS TRUST OAK ULTRASHORT 03463K752 611664 12023 SH SOLE 0 0 12023 APPLE INC COM 037833100 5082785 29641 SH SOLE 2683 0 26958 BIOLIFE SOLUTIONS INC COM NEW 09062W204 186483 10053 SH SOLE 0 0 10053 BNY MELLON ETF TRUST US LRG CP CORE 09661T107 75546777 756982 SH SOLE 1227 0 755754 BNY MELLON ETF TRUST INTERNATIONL EQT 09661T404 38825051 513491 SH SOLE 513 0 512978 BNY MELLON ETF TRUST CORE BOND ETF 09661T602 48611482 1161010 SH SOLE 0 0 1161010 CAMBRIA ETF TR SHSHLD YIELD ETF 132061201 229628 3134 SH SOLE 0 0 3134 CAMBRIDGE BANCORP COM 132152109 1916318 28115 SH SOLE 0 0 28115 META PLATFORMS INC CL A 30303M102 371081 764 SH SOLE 0 0 764 FIDELITY COVINGTON TRUST BLUE CHIP GRWTH 316092352 573748 14914 SH SOLE 4968 0 9946 FIDELITY COVINGTON TRUST ENHANCED LARGE 31609A305 5287782 178944 SH SOLE 0 0 178944 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 13970156 308324 SH SOLE 4283 0 304041 FIRST MERCHANTS CORP COM 320817109 312634 8958 SH SOLE 0 0 8958 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1620115 31544 SH SOLE 0 0 31544 FORD MTR CO DEL COM 345370860 698444 52594 SH SOLE 0 0 52594 GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109 243331 3852 SH SOLE 730 0 3122 INVESCO EXCH TRD SLF IDX FD BULSHS 2029 MUNI 46138J478 213111 9170 SH SOLE 0 0 9170 INVESCO EXCH TRD SLF IDX FD BULSHS 2028 MUNI 46138J486 216720 9230 SH SOLE 0 0 9230 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 MUNI 46138J494 289081 12221 SH SOLE 0 0 12221 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 MUNI 46138J510 540387 22932 SH SOLE 0 0 22932 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 MUNI 46138J528 531318 21829 SH SOLE 0 0 21829 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 MUNI 46138J536 439830 17749 SH SOLE 0 0 17749 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 8425016 436756 SH SOLE 0 0 436756 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 9788168 509535 SH SOLE 0 0 509535 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 10358775 507037 SH SOLE 0 0 507037 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 1962456 93584 SH SOLE 0 0 93584 ISHARES GOLD TR ISHARES NEW 464285204 501641 11941 SH SOLE 0 0 11941 ISHARES INC MSCI AUST ETF 464286103 1294650 52500 SH SOLE 0 0 52500 ISHARES INC MSCI CDA ETF 464286509 1667094 43550 SH SOLE 0 0 43550 ISHARES TR S&P 100 ETF 464287101 1675723 6773 SH SOLE 0 0 6773 ISHARES TR CORE S&P TTL STK 464287150 3919236 33992 SH SOLE 5039 0 28952 ISHARES TR CORE S&P500 ETF 464287200 1871487 3560 SH SOLE 425 0 3135 ISHARES TR CORE US AGGBD ET 464287226 442777 4521 SH SOLE 1234 0 3287 ISHARES TR RUS 1000 ETF 464287622 5626641 19535 SH SOLE 54 0 19481 ISHARES TR NATIONAL MUN ETF 464288414 216895 2016 SH SOLE 0 0 2016 ISHARES TR CORE MSCI EAFE 46432F842 336810 4538 SH SOLE 3845 0 693 ISHARES TR INTERNATIONAL SL 46434V266 277964 8428 SH SOLE 0 0 8428 ISHARES TR IBONDS DEC 26 46435U259 1699595 67045 SH SOLE 0 0 67045 ISHARES TR IBONDS DEC 27 46435U283 1173804 46635 SH SOLE 0 0 46635 ISHARES TR IBONDS DEC 28 46435U325 1231643 48739 SH SOLE 0 0 48739 ISHARES TR IBONDS DEC 25 46435U432 2199979 83144 SH SOLE 3476 0 79668 ISHARES TR ESG AWR US AGRGT 46435U549 1416254 30095 SH SOLE 0 0 30095 ISHARES TR IBONDS DEC 46435U697 2970758 114480 SH SOLE 3555 0 110925 JPMORGAN CHASE & CO COM 46625H100 237155 1184 SH SOLE 450 0 734 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 255417 4414 SH SOLE 956 0 3458 ELI LILLY & CO COM 532457108 439547 565 SH SOLE 415 0 150 MATTHEWS ASIA FDS ASIA INNOV ACTIV 577125826 320271 12704 SH SOLE 0 0 12704 MCDONALDS CORP COM 580135101 475932 1688 SH SOLE 0 0 1688 MICROSOFT CORP COM 594918104 1670794 3971 SH SOLE 997 0 2974 PFIZER INC COM 717081103 232767 8388 SH SOLE 800 0 7588 PROCTER AND GAMBLE CO COM 742718109 265851 1639 SH SOLE 160 0 1479 PUTNAM ETF TRUST SUSTAINABLE FUTU 746729201 202278 8305 SH SOLE 0 0 8305 PUTNAM ETF TRUST FOCUSED LAR CAP 746729300 698914 19561 SH SOLE 0 0 19561 SPDR S&P 500 ETF TR TR UNIT 78462F103 53158791 101628 SH SOLE 956 0 100673 SPDR GOLD TR GOLD SHS 78463V107 667561 3245 SH SOLE 350 0 2895 SPDR INDEX SHS FDS MSCI EMRG MKTS 78463X426 208413 3610 SH SOLE 0 0 3610 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 6048239 168757 SH SOLE 6227 0 162530 SPDR SER TR PORTFOLIO AGRGTE 78464A649 6036957 238804 SH SOLE 17108 0 221696 SPDR SER TR PORTFLI INTRMDIT 78464A672 36312572 1288594 SH SOLE 740 0 1287854 SPDR SER TR S&P DIVID ETF 78464A763 1263958 9631 SH SOLE 0 0 9631 SPDR SER TR PORTFOLI S&P1500 78464A805 11394117 177617 SH SOLE 0 0 177617 SPDR SER TR PORTFOLIO S&P400 78464A847 354188 6640 SH SOLE 0 0 6640 SPDR SER TR PORTFOLIO S&P500 78464A854 3655207 59405 SH SOLE 0 0 59405 SPDR SER TR PORTFOLIO SH TSR 78468R101 2425349 83864 SH SOLE 0 0 83864 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 2368567 25801 SH SOLE 1155 0 24646 SPDR SER TR NUVEEN BLMBRG MU 78468R721 208407 4484 SH SOLE 0 0 4484 SPDR SER TR SPDR MSCI USA GE 78468R747 255864 2417 SH SOLE 0 0 2417 SPDR SER TR MSCI USA STRTGIC 78468R812 1449156 9951 SH SOLE 0 0 9951 SPDR SER TR PORTFOLIO S&P600 78468R853 666467 15485 SH SOLE 0 0 15485 SSGA ACTIVE TR SPDR DBLELN EMRG 78470P309 610723 14476 SH SOLE 0 0 14476 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 205616 3368 SH SOLE 0 0 3368 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 6376493 102747 SH SOLE 0 0 102747 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2615616 28210 SH SOLE 0 0 28210 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3834888 47094 SH SOLE 734 0 46361 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 526835 10699 SH SOLE 0 0 10699 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4119012 51085 SH SOLE 0 0 51085 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 440491 11289 SH SOLE 0 0 11289 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 7000082 142713 SH SOLE 0 0 142713 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 226554 4699 SH SOLE 0 0 4699 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 219143 1483 SH SOLE 476 0 1007 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1530440 7348 SH SOLE 920 0 6428 SPROTT PHYSICAL GOLD TR UNIT 85207H104 2730580 157837 SH SOLE 0 0 157837 VANECK ETF TRUST INFLATION ALLOCA 92189F130 735466 27139 SH SOLE 0 0 27139 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 4916699 54691 SH SOLE 0 0 54691 VANGUARD WORLD FD ESG US STK ETF 921910733 324908 3487 SH SOLE 0 0 3487 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 403574 3336 SH SOLE 0 0 3336 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 751298 15688 SH SOLE 0 0 15688 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 293589 6967 SH SOLE 0 0 6967 VANGUARD WORLD FD MATERIALS ETF 92204A801 1224536 5990 SH SOLE 0 0 5990 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 220699 936 SH SOLE 0 0 936 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1292444 14945 SH SOLE 0 0 14945 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1445822 5545 SH SOLE 0 0 5545 VANGUARD INDEX FDS MID CAP ETF 922908629 1939890 7764 SH SOLE 0 0 7764 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 208781 1191 SH SOLE 0 0 1191 VANGUARD INDEX FDS GROWTH ETF 922908736 4814493 13987 SH SOLE 0 0 13987 VANGUARD INDEX FDS VALUE ETF 922908744 470047 2886 SH SOLE 1278 0 1608 VANGUARD INDEX FDS SMALL CP ETF 922908751 245506 1074 SH SOLE 0 0 1074 VERIZON COMMUNICATIONS INC COM 92343V104 279629 6664 SH SOLE 699 0 5965 WISDOMTREE TR INTL EQUITY FD 97717W703 237120 4327 SH SOLE 0 0 4327 WISDOMTREE TR GLB US QTLY DIV 97717W844 4602126 118337 SH SOLE 0 0 118337 WISDOMTREE TR US QTLY DIV GRT 97717X669 2502567 32846 SH SOLE 0 0 32846 WORLD GOLD TR SPDR GLD MINIS 98149E303 17945397 407387 SH SOLE 0 0 407387