Semitam Bonam LLC
Semitam Bonam LLC, doing business as Great Path Planning, is an SEC-registered investment adviser headquartered in Goshen, New York. The firm offers financial planning and investment advisory services for individuals, families, and potentially small businesses. Operating since its registration, it focuses on the New York area and other permitted jurisdictions. The employee count appears limited and the firm describes itself as offering personalized advisory services, referencing Certified Financial Planner standards and continuous professional requirements.
Investment Strategy
Great Path Planning provides fiduciary, client-focused financial planning and investment advice, helping clients manage investments to meet individual goals. The firm emphasizes comprehensive, personalized service as a Registered Investment Adviser, aiming for prudent, long-term strategies and ongoing client education. Advisory services are tailored to each client's needs and objectives, incorporating best practices from the CFP Board.
Top Holdings
Equity Positions (44)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 14.49% | $16.2M | 49,379 | $303.93 | $328.17 | +$931.6K |
I IGIB | ISHARES TR | 8.80% | $9.8M | 181,983 | $53.31 | $54.09 | +$393.6K |
D DFUS | DIMENSIONAL ETF TRUST | 6.55% | $7.3M | 101,087 | $67.02 | $72.44 | +$547.7K |
I IGSB | ISHARES TR | 6.21% | $6.9M | 130,837 | $52.77 | $53.03 | +$239.0K |
D DFAU | DIMENSIONAL ETF TRUST | 6.12% | $6.8M | 149,583 | $42.59 | $45.76 | +$933.3K |