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  Name: SENTINEL PENSION ADVISORS INC
  City: WAKEFIELD
  State: MA
  Zip: 01880
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $420,365,000
  Total Value Change : $10,087,000
  Securities Held Change : -2
   
All Securities Held : 98
  New Positions : 7
  Closed Positions : 9
  Increased Positions : 41
  Unchanged Positions : 10
  Decreased Positions : 40

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Holdings Found : 8     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FDX)1 Year Chart         FDX Fedex Corp 103 Closed $265.73 $0 0 0% -207,000 -782 0    AirDelivery & Freight...
   (BSCN)1 Year Chart         BSCN Invesco Bulletshares 2023 C... 102 Closed $21.19 $0 0 0% -1,598,000 -75,286 0    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 101 Closed $442.06 $0 0 0% -386,000 -1,077 0    Closed - End Fund - Debt
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 100 Closed $258.05 $0 0 0% -3,182,000 -14,979 0    Closed - End Fund - E...
   (GLDM)1 Year Chart         GLDM Spdr Gold Minishares Trust 99 Closed $46.86 $0 0 0% -2,686,000 -73,257 0    N/A
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 105 Closed $181.14 $0 0 0% -2,183,000 -14,046 0    Closed - End Fund - Debt
   (IBML)1 Year Chart         IBML Ishares Ibonds Dec 2023 Ter... 98 Closed $0.00 $0 0 0% -1,865,000 -73,066 0    N/A
   (IGE)1 Year Chart         IGE iShares S&P GSSI Nat Rscs In 104 Closed $0.00 $0 0 0% -1,933,000 -46,485 0    Closed - End Fund - E...

      8 Records Found
  1    
Page 1 of 1
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