Filed: 5/11/2023ACC: 0001575151-23-000004
📋 What this filing means
TIEMANN INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 190 equity positions with a total reported market value of $182.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
190
Positions
$182.93M
Total AUM (reported)
2.27M
Total Shares
Allocation by class
COM$87.49M47.8%
CORE US AGGBD ET$12.57M6.9%
CORE MSCI EAFE$7.36M4.0%
CORE TOTAL USD$6.58M3.6%
ULTRA SHRT INC$5.80M3.2%
CL B NEW$3.43M1.9%
MSCI ACWI EXUS$3.41M1.9%
Portfolio Concentration
Top 3$34.34M18.8%
4–10$32.15M17.6%
11–25$29.65M16.2%
Rest$86.79M47.4%
Top 3 weight
18.8%
Top 10 weight
36.3%
Voting Authority Distribution
Total shares with voting rights: 2.27M
Sole
Full voting authority
2.27M
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)
Sole190
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings190
Rows:
ISHARES TR
SOLEShares126.17K
TypeSH
Market value$12.57M
6.87%
Sole
126.17K
Shared
0.00
None
0.00
APPLE INC
SOLEShares74.06K
TypeSH
Market value$12.21M
6.68%
Sole
74.06K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares33.14K
TypeSH
Market value$9.56M
5.22%
Sole
33.14K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares110.03K
TypeSH
Market value$7.36M
4.02%
Sole
110.03K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares142.66K
TypeSH
Market value$6.58M
3.60%
Sole
142.66K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares115.25K
TypeSH
Market value$5.80M
3.17%
Sole
115.25K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.12K
TypeSH
Market value$3.43M
1.88%
Sole
11.12K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares132.51K
TypeSH
Market value$3.41M
1.86%
Sole
132.51K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares32.65K
TypeSH
Market value$3.03M
1.66%
Sole
32.65K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares19.45K
TypeSH
Market value$2.53M
1.39%
Sole
19.45K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares23.52K
TypeSH
Market value$2.44M
1.33%
Sole
23.52K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares59.14K
TypeSH
Market value$2.33M
1.28%
Sole
59.14K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares37.64K
TypeSH
Market value$2.32M
1.27%
Sole
37.64K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares24.28K
TypeSH
Market value$2.27M
1.24%
Sole
24.28K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares7.88K
TypeSH
Market value$2.19M
1.20%
Sole
7.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares19.42K
TypeSH
Market value$2.00M
1.09%
Sole
19.42K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares9.76K
TypeSH
Market value$1.95M
1.07%
Sole
9.76K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares12.23K
TypeSH
Market value$1.90M
1.04%
Sole
12.23K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares11.46K
TypeSH
Market value$1.83M
1.00%
Sole
11.46K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares18.85K
TypeSH
Market value$1.82M
1.00%
Sole
18.85K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares74.77K
TypeSH
Market value$1.81M
0.99%
Sole
74.77K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares16.77K
TypeSH
Market value$1.73M
0.95%
Sole
16.77K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares69.58K
TypeSH
Market value$1.70M
0.93%
Sole
69.58K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares8.45K
TypeSH
Market value$1.69M
0.92%
Sole
8.45K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares3.38K
TypeSH
Market value$1.68M
0.92%
Sole
3.38K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 126.17K | SH | $12.57M 6.87% | 126.17K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 74.06K | SH | $12.21M 6.68% | 74.06K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 33.14K | SH | $9.56M 5.22% | 33.14K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 110.03K | SH | $7.36M 4.02% | 110.03K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE TOTAL USD | 142.66K | SH | $6.58M 3.60% | 142.66K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT INC | 115.25K | SH | $5.80M 3.17% | 115.25K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.12K | SH | $3.43M 1.88% | 11.12K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | MSCI ACWI EXUS | 132.51K | SH | $3.41M 1.86% | 132.51K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 32.65K | SH | $3.03M 1.66% | 32.65K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 19.45K | SH | $2.53M 1.39% | 19.45K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 23.52K | SH | $2.44M 1.33% | 23.52K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 59.14K | SH | $2.33M 1.28% | 59.14K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 37.64K | SH | $2.32M 1.27% | 37.64K | 0.00 | 0.00 |
ISHARES TRSOLE | SP SMCP600VL ETF | 24.28K | SH | $2.27M 1.24% | 24.28K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 7.88K | SH | $2.19M 1.20% | 7.88K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P MC 400VL ETF | 19.42K | SH | $2.00M 1.09% | 19.42K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 9.76K | SH | $1.95M 1.07% | 9.76K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 12.23K | SH | $1.90M 1.04% | 12.23K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 11.46K | SH | $1.83M 1.00% | 11.46K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 18.85K | SH | $1.82M 1.00% | 18.85K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | IBOXX 3R TARGT | 74.77K | SH | $1.81M 0.99% | 74.77K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 16.77K | SH | $1.73M 0.95% | 16.77K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | IBOXX 5YR TRGT | 69.58K | SH | $1.70M 0.93% | 69.58K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 8.45K | SH | $1.69M 0.92% | 8.45K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 3.38K | SH | $1.68M 0.92% | 3.38K | 0.00 | 0.00 |
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