Sentinel Advisory Group, LLC
53 holdingsFiling period: 2026-03-31Current AUM: $228.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 64.0K | $41.8M | $48.0M | 20.98% | -- | 2026-03-31 |
| 2 | RDVY | FIRST TR EXCHANGE TRADED FD | 266.2K | $18.2M | $21.6M | 9.44% | -- | 2026-03-31 |
| 3 | SCHF | SCHWAB STRATEGIC TR | 675.0K | $16.7M | $18.5M | 8.09% | -- | 2026-03-31 |
| 4 | SPYG | SPDR SERIES TRUST | 149.2K | $14.6M | $17.5M | 7.64% | -- | 2026-03-31 |
| 5 | IWS | ISHARES TR | 65.3K | $9.5M | $10.9M | 4.77% | -- | 2026-03-31 |
| 6 | FENI | FIDELITY COVINGTON TRUST | 255.3K | $9.5M | $10.4M | 4.54% | -- | 2026-03-31 |
| 7 | IWP | ISHARES TR | 67.4K | $8.6M | $9.2M | 4.04% | -- | 2026-03-31 |
| 8 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | 243.5K | $7.7M | $8.7M | 3.80% | -- | 2026-03-31 |
| 9 | SPYI | NEOS ETF TRUST | 151.8K | $7.5M | $8.0M | 3.51% | -- | 2026-03-31 |
| 10 | IEMG | ISHARES INC | 101.5K | $7.1M | $7.9M | 3.44% | -- | 2026-03-31 |
| 11 | FBND | FIDELITY MERRIMACK STR TR | 146.3K | $6.7M | $6.5M | 2.86% | -- | 2026-03-31 |
| 12 | TLTW | ISHARES TR | 266.9K | $6.0M | $5.7M | 2.48% | -- | 2026-03-31 |
| 13 | LQDW | ISHARES TR | 248.7K | $6.0M | $5.8M | 2.55% | -- | 2026-03-31 |
| 14 | PDI | PIMCO DYNAMIC INCOME FD | 342.3K | $5.9M | $5.5M | 2.39% | -- | 2026-03-31 |
| 15 | FYEE | FIDELITY GREENWOOD STREET TR | 184.3K | $5.0M | $5.5M | 2.39% | -- | 2026-03-31 |
| 16 | IWB | ISHARES TR | 10.6K | $3.8M | $4.3M | 1.89% | -- | 2026-03-31 |
| 17 | CWB | SPDR SERIES TRUST | 37.7K | $3.5M | $3.8M | 1.68% | -- | 2026-03-31 |
| 18 | IEFA | ISHARES TR | 33.1K | $3.0M | $3.2M | 1.42% | -- | 2026-03-31 |
| 19 | IWF | ISHARES TR | 5.3K | $2.2M | $2.5M | 1.09% | -- | 2026-03-31 |
| 20 | IWO | ISHARES TR | 6.1K | $1.9M | $2.2M | 0.98% | -- | 2026-03-31 |
| 21 | IJH | ISHARES TR | 27.8K | $1.9M | $2.1M | 0.91% | -- | 2026-03-31 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | 2.2K | $1.4M | $1.6M | 0.72% | -- | 2026-03-31 |
| 23 | AAPL | APPLE INC | 4.7K | $1.2M | $1.5M | 0.64% | -- | 2026-03-31 |
| 24 | DVY | ISHARES TR | 7.6K | $1.1M | $1.2M | 0.53% | -- | 2026-03-31 |
| 25 | EZU | ISHARES INC | 18.3K | $1.1M | $1.3M | 0.56% | -- | 2026-03-31 |
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