SEMITAM BONAM LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, SEMITAM BONAM LLC held in its portfolio 43 assets valued at $120,079,353 (i.e. $120.08M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($17.06M), SPDR SERIES TRUST ($11.53M), and ISHARES TR ($10.25M).
The chart below shows the top 10 valuable assets, and the table below shows the top 43 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SEMITAM BONAM LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 50884 | 17059938 | TOTAL STK MKT |
| SPDR SERIES TRUST | 170286 | 11530583 | STATE STREET SPD |
| ISHARES TR | 190211 | 10248582 | ISHS 5-10YR INVT |
| DIMENSIONAL ETF TRUST | 177295 | 8297385 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 100185 | 7430721 | US EQUITY MARKET |
| ISHARES TR | 139459 | 7374600 | ISHS 1-5YR INVS |
| VANGUARD TAX-MANAGED FDS | 114437 | 7148870 | VAN FTSE DEV MKT |
| ISHARES TR | 41474 | 4949921 | 3 7 YR TREAS BD |
| ISHARES TR | 58792 | 4869141 | 1 3 YR TREAS BD |
| ISHARES TR | 45519 | 4660723 | 0-5 YR TIPS ETF |
| SPDR S&P 500 ETF TR | 6761 | 4610709 | TR UNIT |
| ISHARES TR | 86690 | 4384784 | ULTRA SHORT DUR |
| DIMENSIONAL ETF TRUST | 72562 | 2765345 | INTL CORE EQT MK |
| ISHARES TR | 24567 | 2362375 | 7-10 YR TRSY BD |
| INVESCO EXCH TRD SLF IDX FD | 92571 | 1743582 | BULETSHS 2029 |
| VANGUARD INTL EQUITY INDEX F | 23453 | 1725209 | ALLWRLD EX US |
| INVESCO EXCH TRD SLF IDX FD | 87288 | 1723071 | BULSHS 2027 CB |
| INVESCO EXCH TRD SLF IDX FD | 87718 | 1717087 | BULSHS 2026 CB |
| INVESCO EXCH TRD SLF IDX FD | 81957 | 1688312 | INVSCO BLSH 28 |
| INVESCO EXCH TRD SLF IDX FD | 96815 | 1638103 | INVSCO 30 CORP |
| SPDR S&P MIDCAP 400 ETF TR | 2588 | 1561289 | UTSER1 S&PDCRP |
| INVESCO QQQ TR | 1956 | 1201590 | UNIT SER 1 |
| ISHARES TR | 2982 | 1113598 | RUS 1000 ETF |
| DIMENSIONAL ETF TRUST | 15084 | 1050929 | US SMALL CAP ETF |
| VANGUARD STAR FDS | 10811 | 815558 | VG TL INTL STK F |
| INVESCO EXCH TRD SLF IDX FD | 32752 | 764443 | INVSCO BLSH 26 |
| DIMENSIONAL ETF TRUST | 19691 | 644471 | WORLD EX US CORE |
| APPLE INC | 2113 | 574555 | COM |
| SELECT SECTOR SPDR TR | 3350 | 482300 | STATE STREET TEC |
| VANGUARD INDEX FDS | 1477 | 428681 | MID CAP ETF |
| VANGUARD WHITEHALL FDS | 2797 | 401425 | HIGH DIV YLD |
| ISHARES TR | 2409 | 358893 | ESG AWR MSCI USA |
| VANGUARD INDEX FDS | 1630 | 345310 | SM CP VAL ETF |
| AMAZON COM INC | 1387 | 320147 | COM |
| ISHARES TR | 3191 | 306432 | MSCI EAFE ETF |
| VANGUARD INDEX FDS | 402 | 252244 | S&P 500 ETF SHS |
| ISHARES TR | 4941 | 250509 | 0-5YR INVT GR CP |
| JPMORGAN CHASE & CO. | 717 | 231032 | COM |
| VANGUARD INTL EQUITY INDEX F | 4171 | 224233 | FTSE EMR MKT ETF |
| VANGUARD SCOTTSDALE FDS | 3515 | 210654 | INTER TERM TREAS |
| DIMENSIONAL ETF TRUST | 6339 | 206461 | EMGR CRE EQT MNG |
| MICROSOFT CORP | 422 | 204197 | COM |
| COCA COLA CO | 2880 | 201361 | COM |
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