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Semitam Bonam

Latest statistics and disclosures from Semitam Bonam's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, DFAU, IGIB, VEA, IGSB, and represent 43.53% of Semitam Bonam's stock portfolio.
Added to shares of these 10 stocks: DFAU, VTI, IGIB, SPYM, STIP, IGSB, VEA, IEI, DFAI, SHY.
Started 2 new stock positions in XLV, JPM.
Reduced shares in these 10 stocks: QQQ, , SDY, KO, , , IYH, VO, VBR, IWB.
Sold out of its positions in KO, FEX, QQQ, IYH, XLK, VGIT.
Semitam Bonam was a net buyer of stock by $8.9M.
Semitam Bonam has $144M in assets under management (AUM), dropping by 5.54%.
Central Index Key (CIK): 0001922963

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Portfolio Holdings for Semitam Bonam

Semitam Bonam holds 46 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds MRNGSTR TTL STK (VTI)	14.2	$21M	+7%	55k	374.24	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	8.9	$13M	+26%	245k	52.36	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	8.4	$12M	+10%	238k	50.35	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.1	$8.7M	+7%	123k	70.61	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	6.0	$8.6M	+8%	167k	51.23	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	5.8	$8.4M		101k	83.03	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	4.1	$5.9M	+9%	73k	81.20	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	4.1	$5.9M	+11%	52k	113.44	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.1	$5.8M	+13%	59k	99.70	View chart
Spdr Series Trust St Str P500etf (SPYM)	3.9	$5.7M	+16%	63k	89.76	View chart
Ishares Tr Ultra Short Dur (ICSH)	3.7	$5.2M	+8%	104k	50.40	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.5	$5.0M		6.6k	762.60	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.7	$3.9M	+16%	93k	41.43	View chart
Spdr Series Trust St Str P400mid (SPMD)	2.1	$3.0M	+9%	47k	63.04	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.9	$2.7M	+9%	30k	89.31	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	1.9	$2.7M	+3%	50k	52.86	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.5	$2.1M	+7%	26k	82.97	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.5	$2.1M	+8%	109k	19.55	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.4	$2.1M	+9%	114k	18.20	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.4	$2.1M	+9%	102k	20.12	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.4	$2.0M	+4%	102k	19.52	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	1.4	$2.0M	+9%	123k	16.14	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	1.4	$2.0M		22k	92.05	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	1.1	$1.6M		2.5k	656.66	View chart
Dimensional Etf Trust Us Small Cap Etf	1.0	$1.4M	+10%	18k	77.42	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.8	$1.1M	-6%	2.6k	416.10	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$1.0M	+21%	28k	37.02	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.6	$896k	-2%	11k	84.96	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.6	$872k	+3%	38k	22.83	View chart
Apple (AAPL)	0.5	$709k	-2%	2.1k	333.00	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.4	$634k	-28%	4.3k	146.47	View chart
Microsoft Corporation (MSFT)	0.3	$440k	+10%	858.00	513.04	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$395k	-8%	2.5k	155.20	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$356k		2.1k	166.80	View chart
JPMorgan Chase & Co. (JPM)	0.2	$325k	NEW	983.00	330.83	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$324k	-2%	3.1k	103.88	View chart
Amazon (AMZN)	0.2	$319k	-2%	1.3k	249.10	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.2	$303k	-32%	3.9k	78.41	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.2	$268k	-28%	1.2k	230.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$250k		4.2k	59.31	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$249k		6.3k	39.31	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.2	$245k	+29%	2.3k	108.84	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.2	$245k		4.9k	49.48	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$229k	NEW	1.4k	168.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$208k		297.00	700.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$201k	-2%	585.00	344.07	View chart

Past Filings by Semitam Bonam

SEC 13F filings are viewable for Semitam Bonam going back to 2025

Semitam Bonam 2026 Q3 filed Oct. 27, 2026
Semitam Bonam 2026 Q2 filed July 24, 2026
Semitam Bonam 2026 Q1 filed April 22, 2026
Semitam Bonam 2025 Q4 filed Jan. 20, 2026
Semitam Bonam 2025 Q3 filed Oct. 21, 2025

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