SEMITAM BONAM LLC

Est. AUM

$122.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$16.3M	50858	13.33%	SOLE
2	ISHARES TR	ISHS 5-10YR INVT	$10.9M	204709	8.90%	SOLE
3	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$8.4M	186953	6.89%	SOLE
4	ISHARES TR	ISHS 1-5YR INVS	$7.8M	148628	6.38%	SOLE
5	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$7.3M	102477	5.94%	SOLE
6	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.2M	112577	5.89%	SOLE
7	ISHARES TR	3 7 YR TREAS BD	$5.4M	45303	4.39%	SOLE
8	ISHARES TR	1 3 YR TREAS BD	$5.3M	64431	4.35%	SOLE
9	ISHARES TR	0-5 YR TIPS ETF	$5.2M	49874	4.22%	SOLE
10	ISHARES TR	ULTRA SHORT DUR	$4.7M	93568	3.87%	SOLE
11	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.3M	6678	3.55%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$4.1M	53250	3.33%	SOLE
13	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$3.0M	77180	2.46%	SOLE
14	ISHARES TR	7-10 YR TRSY BD	$2.6M	27073	2.11%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$2.5M	42215	2.04%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$2.3M	47766	1.89%	SOLE
17	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$1.9M	97435	1.55%	SOLE
18	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$1.9M	96909	1.55%	SOLE
19	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$1.9M	101095	1.54%	SOLE
20	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$1.8M	90334	1.51%	SOLE
21	INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$1.8M	108645	1.48%	SOLE
22	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.8M	23736	1.46%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	21720	1.40%	SOLE
24	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.6M	2523	1.27%	SOLE
25	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.1M	15699	0.91%	SOLE
26	ISHARES TR	RUS 1000 ETF	$1.0M	2897	0.84%	SOLE
27	INVESCO QQQ TR	UNIT SER 1	$1.0M	1754	0.83%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$889K	6090	0.73%	SOLE
29	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$844K	36432	0.69%	SOLE
30	VANGUARD STAR FDS	VG TL INTL STK F	$834K	10814	0.68%	SOLE
31	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$739K	21763	0.60%	SOLE
32	APPLE INC	COM	$502K	1978	0.41%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET TEC	$445K	3350	0.36%	SOLE
34	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$414K	2797	0.34%	SOLE
35	VANGUARD INDEX FDS	MID CAP ETF	$413K	1438	0.34%	SOLE
36	VANGUARD INDEX FDS	SM CP VAL ETF	$354K	1630	0.29%	SOLE
37	ISHARES TR	ESG AWR MSCI USA	$311K	2196	0.25%	SOLE
38	ISHARES TR	MSCI EAFE ETF	$310K	3191	0.25%	SOLE
39	AMAZON COM INC	COM	$277K	1332	0.23%	SOLE
40	ISHARES TR	0-5YR INVT GR CP	$249K	4941	0.20%	SOLE
41	COCA COLA CO	COM	$236K	3097	0.19%	SOLE
42	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$225K	4171	0.18%	SOLE
43	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$215K	6339	0.18%	SOLE
44	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$209K	3515	0.17%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.