§ 13F · FUND PROFILE
SEMITAM BONAM LLC.
AUM · $136M (13F)Positions · 50Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 51K | $19M | 13.9% | ±0% |
| 2 | IGIB | ISHARES TR | 216K | $11M | 8.4% | +5% |
| 3 | DFAU | DIMENSIONAL ETF TRUST | 194K | $10M | 7.4% | +4% |
| 4 | DFUS | DIMENSIONAL ETF TRUST | 102K | $8M | 6.1% | −1% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 115K | $8M | 6.0% | +2% |
| 6 | IGSB | ISHARES TR | 154K | $8M | 5.9% | +3% |
| 7 | IEI | ISHARES TR | 47K | $5M | 4.0% | +3% |
| 8 | SHY | ISHARES TR | 66K | $5M | 4.0% | +3% |
| 9 | STIP | ISHARES TR | 51K | $5M | 3.9% | +3% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 7K | $5M | 3.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEMITAM SIGNAL
AC read
SEMITAM BONAM LLC is a Other fund managing $136 million in assets. The fund runs a portfolio of 50 positions.
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