Loading…
CIK 0001922963 • 5 13F filings • Jul 29, 2025 – Jul 24, 2026
Import this data to Google Sheets with:
=jivedata("semitam-bonam-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $301K | 0.3%Prev: 0.2% | 1,371 SH | Decreased+62 SH |
| APPLE INC | COM | $549K | 0.5%Prev: 0.5% | 2,156 SH | Decreased-20 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.4M | 2.1%Prev: 2.4% | 66,060 SH | Decreased-14,197 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $6.8M | 6.1%Prev: 7.4% | 149,583 SH | Decreased-44,329 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $7.3M | 6.5% | 101,087 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $928K | 0.8%Prev: 1.0% | 13,557 SH | Decreased-2,712 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $528K | 0.5%Prev: 0.6% | 16,839 SH | Decreased-5,829 SH |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | $1.6M | 1.5%Prev: 1.4% | 86,802 SH | Decreased-17,956 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $1.6M | 1.4%Prev: 1.4% | 82,625 SH | Decreased-14,627 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $1.6M | 1.4%Prev: 1.4% | 81,380 SH | Decreased-18,905 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | $1.5M | 1.4%Prev: 1.4% | 89,654 SH | Decreased-23,259 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | $711K | 0.6%Prev: 0.6% | 30,370 SH | Decreased-6,630 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $1.6M | 1.4%Prev: 1.4% | 76,129 SH | Decreased-17,567 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.1M | 0.9%Prev: 1.0% | 1,767 SH | Decreased-77 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $4.4M | 4.0%Prev: 3.9% | 42,778 SH | Decreased-8,624 SH |
| ISHARES TR | 0-5YR INVT GR CP | $283K | 0.3%Prev: 0.2% | 5,573 SH | Increased+632 SH |
| ISHARES TR | 1 3 YR TREAS BD | $4.6M | 4.1%Prev: 4.0% | 55,017 SH | Decreased-11,480 SH |
| ISHARES TR | 3 7 YR TREAS BD | $4.7M | 4.2%Prev: 4.0% | 39,503 SH | Decreased-7,322 SH |
| ISHARES TR | 7-10 YR TRSY BD | $2.3M | 2.0%Prev: 1.9% | 23,515 SH | Decreased-4,144 SH |
| ISHARES TR | ESG AWR MSCI USA | $370K | 0.3%Prev: 0.3% | 2,544 SH | Increased+410 SH |
| ISHARES TR | ISHS 1-5YR INVS | $6.9M | 6.2%Prev: 5.9% | 130,837 SH | Decreased-22,934 SH |
| ISHARES TR | ISHS 5-10YR INVT | $9.8M | 8.8%Prev: 8.4% | 181,983 SH | Decreased-33,520 SH |
| ISHARES TR | MSCI EAFE ETF | $298K | 0.3%Prev: 0.2% | 3,191 SH | Decreased |
| ISHARES TR | RUS 1000 ETF | $1.1M | 1.0%Prev: 0.8% | 3,097 SH | Decreased+310 SH |
| ISHARES TR | ULTRA SHORT DUR | $4.1M | 3.7%Prev: 3.6% | 81,507 SH | Decreased-14,128 SH |
| JPMORGAN CHASE & CO. | COM | $226K | 0.2% | 717 SH | New |
| PIMCO ETF TR | 1-5 US TIP IDX | $204K | 0.2% | 3,770 SH | New |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $472K | 0.4% | 1,675 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $4.4M | 3.9% | 6,613 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.5M | 1.4% | 2,588 SH | New |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | $1.7M | 1.5% | 21,315 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P400 | $2.2M | 1.9% | 37,604 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $3.9M | 3.4% | 49,157 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P600 | $2.1M | 1.9% | 46,213 SH | New |
| SPDR SERIES TRUST | S&P DIVID ETF | $853K | 0.8% | 6,090 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $420K | 0.4%Prev: 0.3% | 1,429 SH | Decreased-4,323 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $340K | 0.3%Prev: 0.3% | 1,630 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $16.2M | 14.5%Prev: 13.9% | 49,379 SH | Decreased-1,722 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.6M | 1.4%Prev: 1.5% | 22,352 SH | Decreased-1,634 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $226K | 0.2%Prev: 0.2% | 4,171 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $211K | 0.2%Prev: 0.2% | 3,519 SH | Increased+4 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $794K | 0.7%Prev: 0.7% | 10,805 SH | Decreased-60 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.5M | 5.8%Prev: 6.0% | 108,564 SH | Decreased-5,945 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $394K | 0.4%Prev: 0.3% | 2,797 SH | Decreased |
| 13F-HR |
| 0001754960-26-000628 |
| $136.1M |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000497 | $106.2M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000294 | $122.4M | View |