account_balance

Investment manager · 13F filer · SEC CIK 1922963

Semitam Bonam LLC

Reported value$144Mas of Sep 30, 2026
Positions46 2 new, 6 sold out
Top 10 weight65.6%VTI alone is 14%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 14.2% Added +7%
DFAU Dimensional ETF Trust 8.9% Added +26%
IGIB iShares Tr 8.4% Added +11%
VEA Vanguard Tax-Managed FDS 6.1% Added +8%
IGSB iShares Tr 6.0% Added +9%
DFUS Dimensional ETF Trust 5.8% Held
SHY iShares Tr 4.1% Added +10%
IEI iShares Tr 4.1% Added +11%
STIP iShares Tr 4.1% Added +14%
SPYM SPDR Series Trust 3.9% Added +16%
ICSH iShares Tr 3.7% Added +9%
SPY SPDR S&P 500 ETF Trust 3.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 24, 2026 filing
add_circleNew
  • JPM $325K
  • XLV $229K
arrow_upwardAdded
  • DFAU +26%
  • DFAX +22%
  • DFAI +16%
  • SPYM +16%
arrow_downwardTrimmed
  • VO −33%
  • SDY −29%
  • VYM −9%
  • IWB −6%
remove_circleSold out
  • QQQ $1.36M
  • XLK $638K
  • KO $252K
  • FEX $210K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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