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Semitam Bonam LLC Top Holdings and 13F Report (2026)

About Semitam Bonam LLC

Investment Activity

  • Semitam Bonam LLC has $143.67 million in total holdings as of September 30, 2026.
  • Semitam Bonam LLC owns shares of 46 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 8.71% of the portfolio was purchased this quarter.
  • About 2.54% of the portfolio was sold this quarter.
  • This quarter, Semitam Bonam LLC has purchased 50 new stocks and bought additional shares in 26 stocks.
  • Semitam Bonam LLC sold shares of 15 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

46625H100 - JPMorgan Chase & Co.
$325,206 Holding
81369Y209 - Health Care Select Sector SPDR Fund
$229,051 Holding

Largest Purchases this Quarter

Dimensional US Core Equity Market ETF
50,710 shares (about $2.66M)
Vanguard Total Stock Market ETF
3,590 shares (about $1.34M)
SPDR Portfolio S&P 500 ETF
8,741 shares (about $784.60K)
iShares 0-5 Year TIPS Bond ETF
7,071 shares (about $704.98K)

Largest Sales this Quarter

SPDR S&P Dividend ETF
1,760 shares (about $257.79K)
Vanguard Mid-Cap ETF
1,886 shares (about $147.89K)
Vanguard Small-Cap Value ETF
471 shares (about $108.77K)
iShares Russell 1000 ETF
180 shares (about $74.90K)
Dimensional U.S. Equity ETF
468 shares (about $38.86K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSemitam Bonam LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$20,467,528$1,343,520 ▲7.0%54,69114.2%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$12,808,384$2,655,171 ▲26.2%244,6228.9%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$12,003,273$1,152,711 ▲10.6%238,3978.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$8,703,529$618,049 ▲7.6%123,2626.1%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$8,557,855$680,180 ▲8.6%167,0486.0%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$8,391,798$38,858 ▼-0.5%101,0695.8%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$5,915,785$516,192 ▲9.6%72,8544.1%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$5,898,616$586,821 ▲11.0%51,9984.1%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$5,829,758$704,979 ▲13.8%58,4734.1%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$5,655,891$784,595 ▲16.1%63,0113.9%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$5,245,417$425,425 ▲8.8%104,0763.7%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,034,697$22,878 ▼-0.5%6,6023.5%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$3,866,498$541,449 ▲16.3%93,3262.7%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$2,984,271$266,850 ▲9.8%47,3392.1%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$2,700,115$229,884 ▲9.3%30,2331.9%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$2,665,887$98,584 ▲3.8%50,4331.9%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$2,139,489$149,348 ▲7.5%25,7861.5%ETF
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$2,120,004$159,937 ▲8.2%108,4681.5%ETF
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$2,081,031$174,429 ▲9.1%114,3421.4%ETF
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$2,057,554$171,927 ▲9.1%102,2391.4%ETF
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$1,990,992$92,642 ▲4.9%101,9981.4%ETF
Invesco BulletShares 2030 Corporate Bond ETF stock logo
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
$1,989,430$167,017 ▲9.2%123,2611.4%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$1,979,758$6,996 ▼-0.4%21,5071.4%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$1,616,704$14,447 ▼-0.9%2,4621.1%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$1,390,053$130,528 ▲10.4%17,9551.0%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$1,084,761$74,897 ▼-6.5%2,6070.8%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$1,022,935$183,767 ▲21.9%27,6320.7%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$896,042$27,016 ▼-2.9%10,5470.6%ETF
Invesco BulletShares 2026 High Yield Corporate Bond ETF stock logo
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bond ETF
$872,444$27,915 ▲3.3%38,2230.6%ETF
Apple Inc. stock logo
AAPL
Apple
$708,964$15,651 ▼-2.2%2,1290.5%Technology
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$634,210$257,785 ▼-28.9%4,3300.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$440,188$41,043 ▲10.3%8580.3%Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$395,294$38,800 ▼-8.9%2,5470.3%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$355,9510.0%2,1340.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$325,206$325,206 ▲New Holding9830.2%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$324,411$7,064 ▼-2.1%3,1230.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$319,101$6,975 ▼-2.1%1,2810.2%Consumer Discretionary
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$303,152$147,890 ▼-32.8%3,8660.2%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$267,655$108,771 ▼-28.9%1,1590.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$249,636$2,254 ▲0.9%4,2090.2%ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$249,1860.0%6,3390.2%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$245,434$56,379 ▲29.8%2,2550.2%ETF
iShares 0-5 Year Investment Grade Corporate Bond ETF stock logo
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF
$244,4570.0%4,9410.2%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$229,051$229,051 ▲New Holding1,3600.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$208,071$4,203 ▼-2.0%2970.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$201,279$5,161 ▼-2.5%5850.1%Communication Services
Invesco QQQ stock logo
QQQ
Invesco QQQ
$0$1,357,930 ▼-100.0%00.0%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$0$638,242 ▼-100.0%00.0%ETF
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$0$252,492 ▼-100.0%00.0%Consumer Staples
First Trust Large Cap Core AlphaDEX Fund stock logo
FEX
First Trust Large Cap Core AlphaDEX Fund
$0$209,810 ▼-100.0%00.0%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$0$207,315 ▼-100.0%00.0%ETF
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$0$201,874 ▼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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