SEMITAM BONAM LLC
CIK: 0001922963SEC EDGAR →
Portfolio Value
$120.1M
Holdings
47
As of
Q4 2025
New Positions
47
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 50,884 | $17.1M | 14.21% |
| 2 | ISHARES TR | 190,211 | $10.2M | 8.53% |
| 3 | DIMENSIONAL ETF TRUST | 177,295 | $8.3M | 6.91% |
| 4 | DIMENSIONAL ETF TRUST | 100,185 | $7.4M | 6.19% |
| 5 | ISHARES TR | 139,459 | $7.4M | 6.14% |
| 6 | VANGUARD TAX-MANAGED FDS | 114,437 | $7.1M | 5.95% |
| 7 | ISHARES TR | 41,474 | $4.9M | 4.12% |
| 8 | ISHARES TR | 58,792 | $4.9M | 4.05% |
| 9 | ISHARES TR | 45,519 | $4.7M | 3.88% |
| 10 | SPDR S&P 500 ETF TR | 6,761 | $4.6M | 3.84% |
Quarterly Changes
New Positions (47)
$17.1M · 51K shares
$10.2M · 190K shares
$8.3M · 177K shares
$7.4M · 100K shares
$7.4M · 139K shares
$7.1M · 114K shares
$4.9M · 41K shares
$4.9M · 59K shares
$4.7M · 46K shares
$4.6M · 7K shares
$4.4M · 87K shares
$4.3M · 53K shares
$2.8M · 73K shares
$2.4M · 41K shares
$2.4M · 25K shares
$2.3M · 48K shares
$1.8M · 21K shares
$1.7M · 93K shares
$1.7M · 23K shares
$1.7M · 87K shares
$1.7M · 88K shares
$1.7M · 82K shares
$1.6M · 97K shares
$1.6M · 3K shares
$1.2M · 2K shares
$1.1M · 3K shares
$1.1M · 15K shares
$847K · 6K shares
$815K · 11K shares
$764K · 33K shares
$644K · 20K shares
$574K · 2K shares
$482K · 3K shares
$428K · 1K shares
$401K · 3K shares
$358K · 2K shares
$345K · 2K shares
$320K · 1K shares
$306K · 3K shares
$252K · 402 shares
$250K · 5K shares
$231K · 717 shares
$224K · 4K shares
$210K · 4K shares
$206K · 6K shares
$204K · 422 shares
$201K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 42 | $117.6M | 97.9% |
| Unknown | 1 | $1.2M | 1.0% |
| Technology | 2 | $778K | 0.6% |
| Consumer Cyclical | 1 | $320K | 0.3% |
| Consumer Defensive | 1 | $201K | 0.2% |