Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SENTINEL PENSION ADVISORS INC | 07-12-2024 | 06-30-2024 | 110 | 481,999,903 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 101 | $432,796 | 11,265 | 0.00 | 0.00 | -5 | -0.04 | 06-30-2024 |
| MCDONALDS CORP | COM | 102 | $430,170 | 1,688 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | CORE US AGGBD ET | 103 | $418,934 | 4,316 | 0.00 | 0.00 | -304 | -6.58 | 06-30-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 MUNI | 104 | $406,932 | 17,331 | 0.00 | 17,331 | +Inf | 06-30-2024 |
