SEMITAM BONAM LLC
44 holdingsFiling period: 2026-03-31Current AUM: $131.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 50.9K | $16.3M | $18.7M | 14.26% | -26 | 2026-03-31 |
| 2 | IGIB | ISHARES TR | 204.7K | $10.9M | $10.7M | 8.15% | +14.5K | 2026-03-31 |
| 3 | DFAU | DIMENSIONAL ETF TRUST | 187.0K | $8.4M | $9.7M | 7.37% | +9.7K | 2026-03-31 |
| 4 | IGSB | ISHARES TR | 148.6K | $7.8M | $7.8M | 5.90% | +9.2K | 2026-03-31 |
| 5 | DFUS | DIMENSIONAL ETF TRUST | 102.5K | $7.3M | $8.4M | 6.37% | +2.3K | 2026-03-31 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 112.6K | $7.2M | $7.9M | 6.05% | -1,860 | 2026-03-31 |
| 7 | IEI | ISHARES TR | 45.3K | $5.4M | $5.3M | 4.02% | +3.8K | 2026-03-31 |
| 8 | SHY | ISHARES TR | 64.4K | $5.3M | $5.3M | 4.02% | +5.6K | 2026-03-31 |
| 9 | STIP | ISHARES TR | 49.9K | $5.2M | $5.1M | 3.85% | +4.4K | 2026-03-31 |
| 10 | ICSH | ISHARES TR | 93.6K | $4.7M | $4.7M | 3.60% | +6.9K | 2026-03-31 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | 6.7K | $4.3M | $5.0M | 3.80% | -83 | 2026-03-31 |
| 12 | SPYM | SPDR SERIES TRUST | 53.3K | $4.1M | $4.7M | 3.56% | +159 | 2026-03-31 |
| 13 | DFAI | DIMENSIONAL ETF TRUST | 77.2K | $3.0M | $3.2M | 2.47% | +4.6K | 2026-03-31 |
| 14 | IEF | ISHARES TR | 27.1K | $2.6M | $2.5M | 1.92% | +2.5K | 2026-03-31 |
| 15 | SPMD | SPDR SERIES TRUST | 42.2K | $2.5M | $2.8M | 2.12% | +728 | 2026-03-31 |
| 16 | SPSM | SPDR SERIES TRUST | 47.8K | $2.3M | $2.7M | 2.06% | -547 | 2026-03-31 |
| 17 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 97.4K | $1.9M | $1.9M | 1.45% | +9.7K | 2026-03-31 |
| 18 | BSCR | INVESCO EXCH TRD SLF IDX FD | 96.9K | $1.9M | $1.9M | 1.45% | +9.6K | 2026-03-31 |
| 19 | BSCT | INVESCO EXCH TRD SLF IDX FD | 101.1K | $1.9M | $1.9M | 1.42% | +8.5K | 2026-03-31 |
| 20 | BSCS | INVESCO EXCH TRD SLF IDX FD | 90.3K | $1.8M | $1.8M | 1.40% | +8.4K | 2026-03-31 |
| 21 | BSCU | INVESCO EXCH TRD SLF IDX FD | 108.6K | $1.8M | $1.8M | 1.37% | +11.8K | 2026-03-31 |
| 22 | VEU | VANGUARD INTL EQUITY INDEX F | 23.7K | $1.8M | $2.0M | 1.50% | +283 | 2026-03-31 |
| 23 | SPTM | SPDR SERIES TRUST | 21.7K | $1.7M | $2.0M | 1.50% | +415 | 2026-03-31 |
| 24 | MDY | STATE STR SPDR S&P MIDCAP 40 | 2.5K | $1.6M | $1.7M | 1.32% | -65 | 2026-03-31 |
| 25 | DFAS | DIMENSIONAL ETF TRUST | 15.7K | $1.1M | $1.3M | 0.97% | +615 | 2026-03-31 |
← Scroll →
Page 1 of 2