Investor
SEMITAM BONAM LLC
CIK 0001922963 · filed 2026-04-22 · SEC filing
13F book
$122.4M
Positions
44
0 new · 3 sold
Largest name
13.3%
Vanguard Index Fds
Est. mark
−$1.74M
Price effect on 44 names still held. Flow $4.04M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 50.9K | $16.3M | 13.3% | −$735.3K | Cut−$744K |
| Ishares Tr | — | 204.7K | $10.9M | 8.9% | −$125.5K | Added$646K |
| Dimensional Etf Trust | — | 187K | $8.44M | 6.9% | −$297.8K | Added$137.9K |
| Ishares Tr | — | 148.6K | $7.81M | 6.4% | −$44.7K | Added$437.3K |
| Dimensional Etf Trust | — | 102.5K | $7.27M | 5.9% | −$326.6K | Added−$164.1K |
| Vanguard Tax-Managed Fds | — | 112.6K | $7.21M | 5.9% | $181.3K | Cut$65.1K |
| Ishares Tr | — | 45.3K | $5.37M | 4.4% | −$31.1K | Added$423K |
| Ishares Tr | — | 64.4K | $5.32M | 4.3% | −$14.7K | Added$450.9K |
| Ishares Tr | — | 49.9K | $5.16M | 4.2% | $47.3K | Added$497.8K |
| Ishares Tr | — | 93.6K | $4.74M | 3.9% | $3.46K | Added$351.6K |
| Spdr S&P 500 Etf Tr | — | 6.68K | $4.34M | 3.5% | −$211.2K | Cut−$267.8K |
| Spdr Series Trust | — | 53.3K | $4.08M | 3.3% | −$195.4K | Added−$183.2K |
| Dimensional Etf Trust | — | 77.2K | $3.01M | 2.5% | $61.7K | Added$241.6K |
| Ishares Tr | — | 27.1K | $2.58M | 2.1% | −$17.7K | Added$221.5K |
| Spdr Series Trust | — | 42.2K | $2.5M | 2.0% | $54.3K | Added$97.4K |
| Spdr Series Trust | — | 47.8K | $2.31M | 1.9% | $69.8K | Cut$44.1K |
| Invesco Exch Trd Slf Idx Fd | — | 97.4K | $1.9M | 1.6% | −$3.96K | Added$185.8K |
| Invesco Exch Trd Slf Idx Fd | — | 96.9K | $1.9M | 1.6% | −$10.1K | Added$178.8K |
| Invesco Exch Trd Slf Idx Fd | — | 101.1K | $1.89M | 1.5% | −$16.2K | Added$142.9K |
| Invesco Exch Trd Slf Idx Fd | — | 90.3K | $1.84M | 1.5% | −$14.5K | Added$156.6K |
| Invesco Exch Trd Slf Idx Fd | — | 108.6K | $1.82M | 1.5% | −$19.4K | Added$178.3K |
| Vanguard Intl Equity Index F | — | 23.7K | $1.78M | 1.5% | $36.1K | Added$57.4K |
| Spdr Series Trust | — | 21.7K | $1.72M | 1.4% | −$73.3K | Added−$40.5K |
| Spdr S&P Midcap 400 Etf Tr | — | 2.52K | $1.56M | 1.3% | $34K | Cut−$5.2K |
| Dimensional Etf Trust | — | 15.7K | $1.12M | 0.9% | $22K | Added$65.8K |
| Ishares Tr | — | 2.9K | $1.03M | 0.8% | −$48.9K | Cut−$80.6K |
| Invesco Qqq Tr | — | 1.75K | $1.01M | 0.8% | −$65.1K | Cut−$189.2K |
| Spdr Series Trust | — | 6.09K | $888.8K | 0.7% | $41.3K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 36.4K | $844.3K | 0.7% | −$5.42K | Added$79.9K |
| Vanguard Star Fds | — | 10.8K | $833.9K | 0.7% | $18.1K | Added$18.3K |
| Dimensional Etf Trust | — | 21.8K | $739.3K | 0.6% | $24.4K | Added$94.8K |
| Apple Inc. | AAPL | 1.98K | $502.1K | 0.4% | −$35.7K | Cut−$72.4K |
| Select Sector Spdr Tr | — | 3.35K | $445.2K | 0.4% | −$37.1K | Held |
| Vanguard Whitehall Fds | — | 2.8K | $414.2K | 0.3% | $12.8K | Held |
| Vanguard Index Fds | — | 1.44K | $413K | 0.3% | −$4.37K | Cut−$15.7K |
| Vanguard Index Fds | — | 1.63K | $354.2K | 0.3% | $8.9K | Held |
| Ishares Tr | — | 2.2K | $310.6K | 0.3% | −$16.6K | Cut−$48.3K |
| Ishares Tr | — | 3.19K | $309.9K | 0.3% | $3.51K | Held |
| Amazon Com Inc | AMZN | 1.33K | $277.4K | 0.2% | −$30K | Cut−$42.7K |
| Ishares Tr | — | 4.94K | $249.5K | 0.2% | −$1.04K | Held |
| Coca Cola Co | KO | 3.1K | $235.5K | 0.2% | $17.7K | Added$34.2K |
| Vanguard Intl Equity Index F | — | 4.17K | $225.4K | 0.2% | $1.21K | Held |
| Dimensional Etf Trust | — | 6.34K | $214.6K | 0.2% | $8.18K | Held |
| Vanguard Scottsdale Fds | — | 3.52K | $209.3K | 0.2% | −$1.34K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.