SEMITAM BONAM LLC

GOSHEN, NY · CIK 1922963 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyGoshen, NY

$136.1m reported value +11.2% vs Q1 2026

50positions

63.2%in top 10

6 new 26 added 8 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	51,101	$18.9m13.89%	13.89%	Added +243	+243 0.5%
2	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	215,503	$11.5m8.42%	8.42%	Added +10.8k	+10,794 5.3%
3	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	193,912	$10.0m7.36%	7.36%	Added +7.0k	+6,959 3.7%
4	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	101,537	$8.3m6.11%	6.11%	Reduced -940	-940 -0.9%
5	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	114,509	$8.2m5.99%	5.99%	Added +1.9k	+1,932 1.7%
6	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	153,771	$8.1m5.92%	5.92%	Added +5.1k	+5,143 3.5%
7	ISHARES TR 3 7 YR TREAS BD IEI	IEI	46,825	$5.5m4.04%	4.04%	Added +1.5k	+1,522 3.4%
8	ISHARES TR 1 3 YR TREAS BD SHY	SHY	66,497	$5.5m4.01%	4.01%	Added +2.1k	+2,066 3.2%
9	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	51,402	$5.3m3.86%	3.86%	Added +1.5k	+1,528 3.1%
10	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	6,632	$5.0m3.64%	3.64%	Reduced -46	-46 -0.7%
11	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	95,635	$4.8m3.55%	3.55%	Added +2.1k	+2,067 2.2%
12	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	54,270	$4.8m3.50%	3.50%	Added +1.0k	+1,020 1.9%
13	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	80,257	$3.3m2.43%	2.43%	Added +3.1k	+3,077 4.0%
14	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	43,106	$2.9m2.14%	2.14%	Added +891	+891 2.1%
15	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	48,568	$2.8m2.06%	2.06%	Added +802	+802 1.7%
16	ISHARES TR 7-10 YR TRSY BD IEF	IEF	27,659	$2.6m1.92%	1.92%	Added +586	+586 2.2%
17	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	23,986	$2.0m1.48%	1.48%	Added +250	+250 1.1%
18	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	100,285	$2.0m1.44%	1.44%	Added +3.4k	+3,376 3.5%
19	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	21,583	$2.0m1.44%	1.44%	Reduced -137	-137 -0.6%
20	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	104,758	$1.9m1.43%	1.43%	Added +3.7k	+3,663 3.6%
21	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	93,696	$1.9m1.40%	1.40%	Added +3.4k	+3,362 3.7%
22	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	97,252	$1.9m1.39%	1.39%	Reduced -183	-183 -0.2%
23	INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP BSCU	BSCU	112,913	$1.9m1.38%	1.38%	Added +4.3k	+4,268 3.9%
24	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	2,484	$1.7m1.28%	1.28%	Reduced -39	-39 -1.6%
25	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,844	$1.4m1.00%	1.00%	Added +90	+90 5.1%
26	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	16,269	$1.3m0.98%	0.98%	Added +570	+570 3.6%
27	ISHARES TR RUS 1000 ETF IWB	IWB	2,787	$1.1m0.84%	0.84%	Reduced -110	-110 -3.8%
28	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	10,865	$928.8k0.68%	0.68%	Added +51	+51 0.5%
29	SPDR SER TR S&P DIVID ETF SDY	SDY	6,090	$926.8k0.68%	0.68%	Unchanged
30	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 BSJQ	BSJQ	37,000	$849.3k0.62%	0.62%	Added +568	+568 1.6%
31	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	22,668	$835.1k0.61%	0.61%	Added +905	+905 4.2%
32	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	3,350	$638.2k0.47%	0.47%	Unchanged
33	APPLE INC COM AAPL	AAPL	2,176	$629.5k0.46%	0.46%	Added +198	+198 10.0%
34	VANGUARD INDEX FDS MID CAP ETF VO	VO	5,752	$463.4k0.34%	0.34%	Unchanged
35	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	2,797	$442.0k0.32%	0.32%	Unchanged
36	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	1,630	$396.2k0.29%	0.29%	Unchanged
37	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	2,134	$349.3k0.26%	0.26%	Reduced -62	-62 -2.8%
38	ISHARES TR MSCI EAFE ETF EFA	EFA	3,191	$331.5k0.24%	0.24%	Unchanged
39	AMAZON COM INC COM AMZN	AMZN	1,309	$312.0k0.23%	0.23%	Reduced -23	-23 -1.7%
40	MICROSOFT CORP COM MSFT	MSFT	778	$290.4k0.21%	0.21%	New
41	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	6,339	$254.9k0.19%	0.19%	Unchanged
42	COCA COLA CO COM KO	KO	3,107	$252.5k0.19%	0.19%	Added +10	+10 0.3%
43	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	4,171	$249.0k0.18%	0.18%	Unchanged
44	ISHARES TR 0-5YR INVT GR CP SLQD	SLQD	4,941	$248.9k0.18%	0.18%	Unchanged
45	ALPHABET INC CAP STK CL A GOOGL	GOOGL	600	$214.4k0.16%	0.16%	New
46	FIRST TR LRGE CP CORE ALPHA COM SHS FEX	FEX	1,500	$209.8k0.15%	0.15%	New
47	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	303	$207.9k0.15%	0.15%	New
48	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	3,515	$207.3k0.15%	0.15%	Unchanged
49	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	1,737	$203.7k0.15%	0.15%	New
50	ISHARES TR US HLTHCARE ETF IYH	IYH	3,013	$201.9k0.15%	0.15%	New