0001725547-23-000092.txt : 20230428 0001725547-23-000092.hdr.sgml : 20230428 20230427175314 ACCESSION NUMBER: 0001725547-23-000092 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230428 DATE AS OF CHANGE: 20230427 EFFECTIVENESS DATE: 20230428 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: 23858841 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 03-31-2023 03-31-2023 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 04-27-2023 0 90 394634894 false INFORMATION TABLE 2 Form13fInfoTable.xml AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 2142096 40755 SH SOLE 0 0 40755 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1304247 18027 SH SOLE 0 0 18027 APPLE INC COM 037833100 1812084 11065 SH SOLE 0 0 11065 ARCHER DANIELS MIDLAND CO COM 039483102 893204 11248 SH SOLE 0 0 11248 BIOLIFE SOLUTIONS INC COM NEW 09062W204 198748 10053 SH SOLE 0 0 10053 BNY MELLON ETF TRUST US LRG CP CORE 09661T107 53767381 710269 SH SOLE 0 0 710269 BNY MELLON ETF TRUST INTERNATIONL EQT 09661T404 29895025 447798 SH SOLE 0 0 447798 BNY MELLON ETF TRUST CORE BOND ETF 09661T602 47499138 1102068 SH SOLE 0 0 1102068 BOEING CO COM 097023105 269474 1283 SH SOLE 0 0 1283 CAMBRIDGE BANCORP COM 132152109 1532750 24134 SH SOLE 0 0 24134 FIDELITY COVINGTON TRUST BLUE CHIP GRWTH 316092352 381774 15283 SH SOLE 0 0 15283 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 9531595 205378 SH SOLE 0 0 205378 FIRST MERCHANTS CORP COM 320817109 283073 8958 SH SOLE 0 0 8958 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1331374 26039 SH SOLE 0 0 26039 FORD MTR CO DEL COM 345370860 678208 54562 SH SOLE 0 0 54562 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 10586039 549704 SH SOLE 0 0 549704 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 12057928 591365 SH SOLE 0 0 591365 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 12889104 624170 SH SOLE 0 0 624170 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 13320727 631015 SH SOLE 0 0 631015 ISHARES GOLD TR ISHARES NEW 464285204 1005249 26233 SH SOLE 0 0 26233 ISHARES INC MSCI AUST ETF 464286103 1212225 52500 SH SOLE 0 0 52500 ISHARES INC MSCI CDA ETF 464286509 1502911 43550 SH SOLE 0 0 43550 ISHARES TR S&P 100 ETF 464287101 823773 4408 SH SOLE 0 0 4408 ISHARES TR CORE S&P TTL STK 464287150 3352963 37321 SH SOLE 0 0 37321 ISHARES TR CORE S&P500 ETF 464287200 1333991 3258 SH SOLE 0 0 3258 ISHARES TR CORE US AGGBD ET 464287226 463518 4611 SH SOLE 0 0 4611 ISHARES TR NORTH AMERN NAT 464287374 1880233 46483 SH SOLE 0 0 46483 ISHARES TR RUS 1000 ETF 464287622 5227509 23358 SH SOLE 0 0 23358 ISHARES TR NATIONAL MUN ETF 464288414 518107 4787 SH SOLE 0 0 4787 ISHARES TR 0-5 YR TIPS ETF 46429B747 375198 3773 SH SOLE 0 0 3773 ISHARES TR CORE MSCI EAFE 46432F842 298775 4466 SH SOLE 0 0 4466 ISHARES TR INTERNATIONAL SL 46434V266 681321 22103 SH SOLE 0 0 22103 ISHARES TR IBONDS DEC2023 46435G318 3190771 125522 SH SOLE 0 0 125522 ISHARES TR IBONDS DEC 26 46435U259 1585942 62096 SH SOLE 0 0 62096 ISHARES TR IBONDS DEC 27 46435U283 1165696 45660 SH SOLE 0 0 45660 ISHARES TR IBONDS DEC 25 46435U432 2109302 79282 SH SOLE 0 0 79282 ISHARES TR ESG AWR US AGRGT 46435U549 1391089 28712 SH SOLE 0 0 28712 ISHARES TR IBONDS DEC 46435U697 3119072 120567 SH SOLE 0 0 120567 LILLY ELI & CO COM 532457108 204666 565 SH SOLE 0 0 565 MICROSOFT CORP COM 594918104 1065444 3747 SH SOLE 0 0 3747 NEXGEN ENERGY LTD COM 65340P106 36200 10000 SH SOLE 0 0 10000 PFIZER INC COM 717081103 451191 10859 SH SOLE 0 0 10859 PROCTER AND GAMBLE CO COM 742718109 230118 1521 SH SOLE 0 0 1521 SPDR S&P 500 ETF TR TR UNIT 78462F103 37842429 92842 SH SOLE 0 0 92842 SPDR GOLD TR GOLD SHS 78463V107 497937 2651 SH SOLE 0 0 2651 SPDR INDEX SHS FDS MSCI EMRG MKTS 78463X426 237143 4277 SH SOLE 0 0 4277 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 232712 6836 SH SOLE 0 0 6836 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 5733858 178569 SH SOLE 0 0 178569 SPDR SER TR PORTFOLIO AGRGTE 78464A649 7566720 290916 SH SOLE 0 0 290916 SPDR SER TR S&P DIVID ETF 78464A763 1149060 9350 SH SOLE 0 0 9350 SPDR SER TR PORTFOLI S&P1500 78464A805 9857062 196591 SH SOLE 0 0 196591 SPDR SER TR PORTFOLIO S&P400 78464A847 296346 6908 SH SOLE 0 0 6908 SPDR SER TR PORTFOLIO S&P500 78464A854 2448184 51100 SH SOLE 0 0 51100 SPDR SER TR PORTFOLIO SH TSR 78468R101 23696550 809032 SH SOLE 0 0 809032 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 585728 6399 SH SOLE 0 0 6399 SPDR SER TR NUVEEN BLMBRG MU 78468R721 290252 6164 SH SOLE 0 0 6164 SPDR SER TR MSCI USA STRTGIC 78468R812 2172592 18736 SH SOLE 0 0 18736 SPDR SER TR PORTFOLIO S&P600 78468R853 552674 15035 SH SOLE 0 0 15035 SSGA ACTIVE TR SPDR DBLELN EMRG 78470P309 563891 13767 SH SOLE 0 0 13767 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4583192 95324 SH SOLE 0 0 95324 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 5349391 80782 SH SOLE 0 0 80782 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 337644 8282 SH SOLE 0 0 8282 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2079408 28477 SH SOLE 0 0 28477 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 336187 9638 SH SOLE 0 0 9638 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 262878 5554 SH SOLE 0 0 5554 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 440941 9023 SH SOLE 0 0 9023 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 371277 2505 SH SOLE 0 0 2505 SPROTT PHYSICAL GOLD TR UNIT 85207H104 13265554 839061 SH SOLE 0 0 839061 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 161853 18842 SH SOLE 0 0 18842 VANECK ETF TRUST INFLATION ALLOCA 92189F130 3514708 137026 SH SOLE 0 0 137026 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 3748127 51763 SH SOLE 0 0 51763 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2158671 13991 SH SOLE 0 0 13991 VANGUARD WORLD FD ESG US STK ETF 921910733 252395 3557 SH SOLE 0 0 3557 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 483086 6488 SH SOLE 0 0 6488 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1501500 33234 SH SOLE 0 0 33234 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 399297 3769 SH SOLE 0 0 3769 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1278635 26666 SH SOLE 0 0 26666 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 285015 6972 SH SOLE 0 0 6972 VANGUARD WORLD FDS MATERIALS ETF 92204A801 1052335 6001 SH SOLE 0 0 6001 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1226223 14985 SH SOLE 0 0 14985 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1188028 5638 SH SOLE 0 0 5638 VANGUARD INDEX FDS MID CAP ETF 922908629 2372208 11465 SH SOLE 0 0 11465 VANGUARD INDEX FDS GROWTH ETF 922908736 4328167 17608 SH SOLE 0 0 17608 VANGUARD INDEX FDS SMALL CP ETF 922908751 216700 1173 SH SOLE 0 0 1173 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7704665 38042 SH SOLE 0 0 38042 WISDOMTREE TR INTL EQUITY FD 97717W703 227481 4556 SH SOLE 0 0 4556 WISDOMTREE TR GLB US QTLY DIV 97717W844 2757136 77819 SH SOLE 0 0 77819 WISDOMTREE TR US QTLY DIV GRT 97717X669 2129413 34274 SH SOLE 0 0 34274 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 697597 13863 SH SOLE 0 0 13863 WORLD GOLD TR SPDR GLD MINIS 98149E303 2602811 64908 SH SOLE 0 0 64908