AI Portfolio Summary
In 2026 Q1, SEMITAM BONAM LLC maintained a portfolio of 47 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 7.6%. Conversely, SEMITAM BONAM LLC completely exited their position in MICROSOFT CORP.
Total Positions
47
Quarter
2026 Q1
Top Holding
VTI (13.3%)
Top 10 Concentration
64.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-47 of 47
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 13.33% | 14.21% |
#1
Prev: #1
|
6.5 | -26 | -0.1% |
P
S
|
50,858 | $16,315,898 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IGIB
ISHARES TR
|
ETF | 8.90% | 8.53% |
#2
Prev: #2
|
7.1 | 14,498 | 7.6% |
P
S
|
204,709 | $10,894,624 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 6.89% | 6.91% |
#3
Prev: #3
|
5.8 | 9,658 | 5.4% |
P
S
|
186,953 | $8,435,314 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IGSB
ISHARES TR
|
ETF | 6.38% | 6.14% |
#4
1
Prev: #5
|
5.1 | 9,169 | 6.6% |
P
S
|
148,628 | $7,811,871 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 5.94% | 6.19% |
#5
1
Prev: #4
|
3.4 | 2,292 | 2.3% |
P
S
|
102,477 | $7,266,644 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 5.89% | 5.95% |
#6
Prev: #6
|
2.9 | -1,860 | -1.6% |
P
S
|
112,577 | $7,213,944 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IEI
ISHARES TR
|
ETF | 4.39% | 4.12% |
#7
Prev: #7
|
3.8 | 3,829 | 9.2% |
P
S
|
45,303 | $5,372,958 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SHY
ISHARES TR
|
ETF | 4.35% | 4.05% |
#8
Prev: #8
|
3.7 | 5,639 | 9.6% |
P
S
|
64,431 | $5,320,068 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
STIP
ISHARES TR
|
ETF | 4.22% | 3.88% |
#9
Prev: #9
|
3.7 | 4,355 | 9.6% |
P
S
|
49,874 | $5,158,501 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
ICSH
ISHARES TR
|
ETF | 3.87% | 3.65% |
#10
1
Prev: #11
|
3.5 | 6,878 | 7.9% |
P
S
|
93,568 | $4,736,413 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 3.55% | 3.84% |
#11
1
Prev: #10
|
1.9 | -83 | -1.2% |
P
S
|
6,678 | $4,342,886 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 3.33% | 3.55% |
#12
Prev: #12
|
1.8 | 159 | 0.3% |
P
S
|
53,250 | $4,075,741 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 2.46% | 2.30% |
#13
Prev: #13
|
3.0 | 4,618 | 6.4% |
P
S
|
77,180 | $3,006,952 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IEF
ISHARES TR
|
ETF | 2.11% | 1.97% |
#14
1
Prev: #15
|
2.8 | 2,506 | 10.2% |
P
S
|
27,073 | $2,583,833 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SPMD
SPDR SERIES TRU...
|
ETF | 2.04% | 2.00% |
#15
1
Prev: #14
|
1.3 | 728 | 1.8% |
P
S
|
42,215 | $2,499,948 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 1.89% | 1.89% |
#16
Prev: #16
|
1.3 | -547 | -1.1% |
P
S
|
47,766 | $2,308,062 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BSCQ
INVESCO EXCH TR...
|
ETF | 1.55% | 1.43% |
#17
4
Prev: #21
|
2.6 | 9,717 | 11.1% |
P
S
|
97,435 | $1,902,900 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BSCR
INVESCO EXCH TR...
|
ETF | 1.55% | 1.43% |
#18
2
Prev: #20
|
2.6 | 9,621 | 11.0% |
P
S
|
96,909 | $1,901,830 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BSCT
INVESCO EXCH TR...
|
ETF | 1.54% | 1.45% |
#19
1
Prev: #18
|
2.6 | 8,524 | 9.2% |
P
S
|
101,095 | $1,886,473 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BSCS
INVESCO EXCH TR...
|
ETF | 1.51% | 1.41% |
#20
2
Prev: #22
|
2.6 | 8,377 | 10.2% |
P
S
|
90,334 | $1,844,886 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BSCU
INVESCO EXCH TR...
|
ETF | 1.48% | 1.36% |
#21
2
Prev: #23
|
2.6 | 11,830 | 12.2% |
P
S
|
108,645 | $1,816,450 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 1.46% | 1.44% |
#22
3
Prev: #19
|
1.1 | 283 | 1.2% |
P
S
|
23,736 | $1,782,565 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 1.40% | 1.46% |
#23
6
Prev: #17
|
1.1 | 415 | 1.9% |
P
S
|
21,720 | $1,717,156 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MDY
STATE STR SPDR ...
|
Unknown | 1.27% | 1.30% |
#24
Prev: #24
|
1.0 | -65 | -2.5% |
P
S
|
2,523 | $1,556,085 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 0.91% | 0.88% |
#25
2
Prev: #27
|
0.9 | 615 | 4.1% |
P
S
|
15,699 | $1,116,699 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IWB
ISHARES TR
|
ETF | 0.84% | 0.93% |
#26
Prev: #26
|
0.8 | -85 | -2.9% |
P
S
|
2,897 | $1,032,954 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.83% | 1.00% |
#27
2
Prev: #25
|
0.8 | -202 | -10.3% |
P
S
|
1,754 | $1,012,374 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SDY
SPDR SERIES TRU...
|
Unknown | 0.73% | 0.71% |
#28
Prev: #28
|
1.3 | no change | no change |
P
S
|
6,090 | $888,775 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BSJQ
INVESCO EXCH TR...
|
ETF | 0.69% | 0.64% |
#29
1
Prev: #30
|
2.3 | 3,680 | 11.2% |
P
S
|
36,432 | $844,301 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.68% | 0.68% |
#30
1
Prev: #29
|
0.8 | 3 | 0.0% |
P
S
|
10,814 | $833,857 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.60% | 0.54% |
#31
Prev: #31
|
2.2 | 2,072 | 10.5% |
P
S
|
21,763 | $739,285 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AAPL
APPLE INC
|
Technology | 0.41% | 0.48% |
#32
Prev: #32
|
0.7 | -135 | -6.4% |
P
S
|
1,978 | $502,122 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.36% | 0.40% |
#33
Prev: #33
|
1.1 | no change | no change |
P
S
|
3,350 | $445,215 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.34% | 0.33% |
#34
1
Prev: #35
|
1.1 | no change | no change |
P
S
|
2,797 | $414,236 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.34% | 0.36% |
#35
1
Prev: #34
|
0.6 | -39 | -2.6% |
P
S
|
1,438 | $412,990 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.29% | 0.29% |
#36
1
Prev: #37
|
1.1 | no change | no change |
P
S
|
1,630 | $354,212 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
ESGU
ISHARES TR
|
ETF | 0.25% | 0.30% |
#37
1
Prev: #36
|
0.6 | -213 | -8.8% |
P
S
|
2,196 | $310,558 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
EFA
ISHARES TR
|
ETF | 0.25% | 0.26% |
#38
1
Prev: #39
|
1.1 | no change | no change |
P
S
|
3,191 | $309,942 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.23% | 0.27% |
#39
1
Prev: #38
|
0.6 | -55 | -4.0% |
P
S
|
1,332 | $277,416 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SLQD
ISHARES TR
|
ETF | 0.20% | 0.21% |
#40
1
Prev: #41
|
1.1 | no change | no change |
P
S
|
4,941 | $249,471 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.19% | 0.17% |
#41
6
Prev: #47
|
2.1 | 217 | 7.5% |
P
S
|
3,097 | $235,549 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.18% | 0.19% |
#42
1
Prev: #43
|
1.1 | no change | no change |
P
S
|
4,171 | $225,443 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 0.18% | 0.17% |
#43
2
Prev: #45
|
1.1 | no change | no change |
P
S
|
6,339 | $214,639 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.17% | 0.18% |
#44
Prev: #44
|
1.1 | no change | no change |
P
S
|
3,515 | $209,318 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.00% | 0.17% |
Sold All 😨
(Was: #46) |
0.0 | -422 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.00% | 0.19% |
Sold All 😨
(Was: #42) |
0.0 | -717 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.00% | 0.21% |
Sold All 😨
(Was: #40) |
0.0 | -402 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 |
Showing 1-47 of 47 holdings