Filed: 11/15/2022ACC: 0001575151-22-000009
📋 What this filing means
TIEMANN INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 182 equity positions with a total reported market value of $154.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
182
Positions
$154.3K
Total AUM (reported)
2.08M
Total Shares
Allocation by class
COM$74.7K48.4%
CORE US AGGBD ET$16.5K10.7%
CORE MSCI EAFE$5.2K3.4%
ULTRA SHRT INC$4.1K2.7%
CL B NEW$2.9K1.9%
COM NEW$2.8K1.8%
MSCI EMG MKT ETF$2.5K1.6%
Portfolio Concentration
Top 3$34.1K22.1%
4–10$21.6K14.0%
11–25$26.7K17.3%
Rest$71.9K46.6%
Top 3 weight
22.1%
Top 10 weight
36.1%
Voting Authority Distribution
Total shares with voting rights: 2.08M
Sole
Full voting authority
2.08M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole182
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings182
Rows:
ISHARES TR
SOLEShares170.83K
TypeSH
Market value$16.5K
10.67%
Sole
170.83K
Shared
0.00
None
0.00
APPLE INC
SOLEShares71.36K
TypeSH
Market value$9.9K
6.39%
Sole
71.36K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares33.51K
TypeSH
Market value$7.8K
5.06%
Sole
33.51K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares98.60K
TypeSH
Market value$5.2K
3.37%
Sole
98.60K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares82.12K
TypeSH
Market value$4.1K
2.67%
Sole
82.12K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.82K
TypeSH
Market value$2.9K
1.87%
Sole
10.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares70.76K
TypeSH
Market value$2.5K
1.60%
Sole
70.76K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares112.90K
TypeSH
Market value$2.4K
1.55%
Sole
112.90K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares24.61K
TypeSH
Market value$2.4K
1.53%
Sole
24.61K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares39.64K
TypeSH
Market value$2.2K
1.42%
Sole
39.64K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares20.32K
TypeSH
Market value$2.1K
1.38%
Sole
20.32K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares24.91K
TypeSH
Market value$2.1K
1.33%
Sole
24.91K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares12.44K
TypeSH
Market value$2.0K
1.32%
Sole
12.44K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares17.72K
TypeSH
Market value$2.0K
1.30%
Sole
17.72K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares32.34K
TypeSH
Market value$2.0K
1.28%
Sole
32.34K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.32K
TypeSH
Market value$1.8K
1.18%
Sole
20.32K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares76.46K
TypeSH
Market value$1.8K
1.16%
Sole
76.46K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares75.66K
TypeSH
Market value$1.8K
1.15%
Sole
75.66K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares9.34K
TypeSH
Market value$1.8K
1.14%
Sole
9.34K
Shared
0.00
None
0.00
TESLA INC
SOLEShares6.50K
TypeSH
Market value$1.7K
1.12%
Sole
6.50K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares3.38K
TypeSH
Market value$1.6K
1.04%
Sole
3.38K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares11.72K
TypeSH
Market value$1.6K
1.02%
Sole
11.72K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares17.28K
TypeSH
Market value$1.5K
0.98%
Sole
17.28K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares2.95K
TypeSH
Market value$1.5K
0.97%
Sole
2.95K
Shared
0.00
None
0.00
SPDR S&P MIDCAP 400 ETF TR
SOLEShares3.63K
TypeSH
Market value$1.5K
0.95%
Sole
3.63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 170.83K | SH | $16.5K 10.67% | 170.83K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 71.36K | SH | $9.9K 6.39% | 71.36K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 33.51K | SH | $7.8K 5.06% | 33.51K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 98.60K | SH | $5.2K 3.37% | 98.60K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT INC | 82.12K | SH | $4.1K 2.67% | 82.12K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.82K | SH | $2.9K 1.87% | 10.82K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 70.76K | SH | $2.5K 1.60% | 70.76K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | MSCI ACWI EXUS | 112.90K | SH | $2.4K 1.55% | 112.90K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 24.61K | SH | $2.4K 1.53% | 24.61K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 39.64K | SH | $2.2K 1.42% | 39.64K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 20.32K | SH | $2.1K 1.38% | 20.32K | 0.00 | 0.00 |
ISHARES TRSOLE | SP SMCP600VL ETF | 24.91K | SH | $2.1K 1.33% | 24.91K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 12.44K | SH | $2.0K 1.32% | 12.44K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 17.72K | SH | $2.0K 1.30% | 17.72K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 32.34K | SH | $2.0K 1.28% | 32.34K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P MC 400VL ETF | 20.32K | SH | $1.8K 1.18% | 20.32K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | IBOXX 5YR TRGT | 76.46K | SH | $1.8K 1.16% | 76.46K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | IBOXX 3R TARGT | 75.66K | SH | $1.8K 1.15% | 75.66K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 9.34K | SH | $1.8K 1.14% | 9.34K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 6.50K | SH | $1.7K 1.12% | 6.50K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 3.38K | SH | $1.6K 1.04% | 3.38K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 11.72K | SH | $1.6K 1.02% | 11.72K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 17.28K | SH | $1.5K 0.98% | 17.28K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 2.95K | SH | $1.5K 0.97% | 2.95K | 0.00 | 0.00 |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 3.63K | SH | $1.5K 0.95% | 3.63K | 0.00 | 0.00 |
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