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
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 51 $1,784,412 34,947 0.00 0.00 9,709 38.47 06-30-2024
ISHARES TR IBONDS DEC 26 52 $1,689,888 66,741 0.00 0.00 -606 -0.90 06-30-2024
SELECT SECTOR SPDR TR TECHNOLOGY 53 $1,657,165 7,325 0.00 0.00 4,860 197.16 06-30-2024
PACER FDS TR US CASH COWS 100 54 $1,620,369 29,737 0.00 29,737 +Inf 06-30-2024
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