Semitam Bonam LLC Portfolio Holdings

Semitam Bonam LLC

$106 Billion
Q2 2025

Semitam Bonam LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $106 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $15.3B, Ishares Trust Ishares 5 10 Yea with a value of $9.45B, Dimensional ETF Tr U S Equity with a value of $6.78B, Ishares Trust Ishares 1 5 Year with a value of $6.7B, and Vanguard Ftse Developed Market with a value of $6.25B.

Examining the 13F form we can see an increase of $106B in the current position value.

Semitam Bonam LLC is based out at Goshen, NY

Below you can find more details about Semitam Bonam LLC portfolio as well as his latest detailed transactions.

Portfolio value $106 Billion

ETFs: $105 Billion

Technology: $490 Million

Consumer Cyclical: $214 Million

Financial Services: $208 Million

Consumer Defensive: $204 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VTI Vanguard Total Stock Market Et ETFs	$0	$15.3 Billion 14.38% of portfolio	50,252	Q2 2025 New
IGIB Ishares Trust Ishares 5 10 Yea ETFs	$0	$9.45 Billion 8.9% of portfolio	177,329	Q2 2025 New
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$6.78 Billion 6.38% of portfolio	101,090	Q2 2025 New
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$6.7 Billion 6.31% of portfolio	126,976	Q2 2025 New
VEA Vanguard Ftse Developed Market ETFs	$0	$6.25 Billion 5.88% of portfolio	109,569	Q2 2025 New
DFAU Dimensional ETF Tr ETFs	$0	$5.91 Billion 5.56% of portfolio	139,558	Q2 2025 New
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$4.58 Billion 4.31% of portfolio	38,464	Q2 2025 New
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$4.5 Billion 4.24% of portfolio	54,341	Q2 2025 New
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$4.28 Billion 4.03% of portfolio	41,614	Q2 2025 New
ICSH Blackrock Ultra Short Term Bon ETFs	$0	$4.26 Billion 4.01% of portfolio	84,034	Q2 2025 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$4.15 Billion 3.9% of portfolio	6,709	Q2 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$3.57 Billion 3.36% of portfolio	49,063	Q2 2025 New
DFAI Dimensional ETF Tr ETFs	$0	$2.21 Billion 2.08% of portfolio	64,016	Q2 2025 New
IEF Ishares Barclays ETFs	$0	$2.2 Billion 2.07% of portfolio	22,971	Q2 2025 New
SPMD Spdr Portfolio ETFs	$0	$2.02 Billion 1.9% of portfolio	37,168	Q2 2025 New
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$1.95 Billion 1.84% of portfolio	45,776	Q2 2025 New
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$1.6 Billion 1.51% of portfolio	21,419	Q2 2025 New
BSCQ Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$1.59 Billion 1.5% of portfolio	81,432	Q2 2025 New
BSCT Invesco Index Fd Tr Bulletshar ETFs	$0	$1.59 Billion 1.49% of portfolio	84,803	Q2 2025 New
BSCR Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$1.57 Billion 1.48% of portfolio	80,055	Q2 2025 New
BSCS Invesco ETF Fd Tr Invesco Bull ETFs	$0	$1.53 Billion 1.44% of portfolio	74,630	Q2 2025 New
BSCP Invesco Et Seld Idxd Fd Tr Bul ETFs	$0	$1.52 Billion 1.43% of portfolio	73,706	Q2 2025 New
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$1.48 Billion 1.4% of portfolio	2,617	Q2 2025 New
VEU Vanguard Ftse All World Ex Us ETFs	$0	$1.48 Billion 1.39% of portfolio	22,033	Q2 2025 New
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$1.08 Billion 1.02% of portfolio	3,186	Q2 2025 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$947 Million 0.89% of portfolio	1,717	Q2 2025 New
DFAS Dimensional ETF Tr U S Small C ETFs	$0	$849 Million 0.8% of portfolio	13,323	Q2 2025 New
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$827 Million 0.78% of portfolio	6,090	Q2 2025 New
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$735 Million 0.69% of portfolio	10,644	Q2 2025 New
BSJP Invesco Et Sf Idxd Fd Tr Bulle ETFs	$0	$693 Million 0.65% of portfolio	30,055	Q2 2025 New
AAPL Apple Inc. Technology	$3.69T	$490 Million 0.46% of portfolio	2,386	Q2 2025 New
DFAX Dimensional ETF Tr	$0	$469 Million 0.44% of portfolio	15,980	Q2 2025 New
XLK Technology Sector Spdr ETFs	$0	$424 Million 0.4% of portfolio	1,675	Q2 2025 New
VO Vanguard Mid Cap ETF ETFs	$0	$400 Million 0.38% of portfolio	1,429	Q2 2025 New
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$373 Million 0.35% of portfolio	2,797	Q2 2025 New
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$355 Million 0.33% of portfolio	2,625	Q2 2025 New
VBR Vanguard Small Cap Value ETF ETFs	$0	$318 Million 0.3% of portfolio	1,630	Q2 2025 New
SLQD Ishares 0 5 Year Investment Gr ETFs	$0	$282 Million 0.27% of portfolio	5,573	Q2 2025 New
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$285 Million 0.27% of portfolio	3,191	Q2 2025 New
VGIT Vanguard Intermediate Term Tre ETFs	$0	$210 Million 0.2% of portfolio	3,519	Q2 2025 New
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$214 Million 0.2% of portfolio	977	Q2 2025 New
JPM Jpmorgan Chase & CO Financial Services	$859B	$208 Million 0.2% of portfolio	717	Q2 2025 New
STPZ Pimco ETF Tr 1 5 Yr Us Tips In ETFs	$0	$213 Million 0.2% of portfolio	3,965	Q2 2025 New
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$206 Million 0.19% of portfolio	4,171	Q2 2025 New
KO Coca Cola CO Consumer Defensive	$306B	$204 Million 0.19% of portfolio	2,881	Q2 2025 New

Summary

Portfolio
No. of Stocks 45
Current Value $106 Billion
Filing
Period Q2 2025
Filing Date July 28, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 45 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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Semitam Bonam LLC Portfolio Holdings