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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | MSCI CDA ETF | 51 | $1,457,183 | 43,550 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ISHARES TR | ESG AWR US AGRGT | 52 | $1,369,158 | 30,224 | 0.00 | 0.00 | 43 | 0.14 | 09-30-2023 |
| MICROSOFT CORP | COM | 53 | $1,243,166 | 3,937 | 0.00 | 0.00 | 188 | 5.01 | 09-30-2023 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 54 | $1,234,386 | 26,108 | 0.00 | 0.00 | -11 | -0.04 | 09-30-2023 |
