Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SENTINEL PENSION ADVISORS INC | 10-23-2023 | 09-30-2023 | 100 | 410,276,849 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VALUE ETF | 101 | $348,363 | 2,526 | 0.00 | 0.00 | 877 | 53.18 | 09-30-2023 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 MUNI | 102 | $312,122 | 13,002 | 0.00 | 0.00 | 1,680 | 14.84 | 09-30-2023 |
| AMAZON COM INC | COM | 103 | $308,381 | 2,426 | 0.00 | 0.00 | 589 | 32.06 | 09-30-2023 |
| SPDR SER TR | PORTFOLIO S&P400 | 104 | $304,855 | 6,962 | 0.00 | 0.00 | 26 | 0.37 | 09-30-2023 |
