Filed: 5/13/2024ACC: 0001575151-24-000004
📋 What this filing means
TIEMANN INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 197 equity positions with a total reported market value of $223.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
197
Positions
$223.66M
Total AUM (reported)
2.36M
Total Shares
Allocation by class
COM$106.54M47.6%
CORE US AGGBD ET$14.27M6.4%
CORE TOTAL USD$12.22M5.5%
CORE MSCI EAFE$10.24M4.6%
ULTRA SHRT INC$6.57M2.9%
ACES ULTRA SHR$5.09M2.3%
CL B NEW$4.54M2.0%
Portfolio Concentration
Top 3$39.34M17.6%
4–10$48.00M21.5%
11–25$39.21M17.5%
Rest$97.11M43.4%
Top 3 weight
17.6%
Top 10 weight
39.1%
Voting Authority Distribution
Total shares with voting rights: 2.36M
Sole
Full voting authority
2.36M
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)
Sole197
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings197
Rows:
ISHARES TR
SOLEShares145.68K
TypeSH
Market value$14.27M
6.38%
Sole
145.68K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares30.55K
TypeSH
Market value$12.85M
5.75%
Sole
30.55K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares268.12K
TypeSH
Market value$12.22M
5.47%
Sole
268.12K
Shared
0.00
None
0.00
APPLE INC
SOLEShares67.27K
TypeSH
Market value$11.53M
5.16%
Sole
67.27K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares137.97K
TypeSH
Market value$10.24M
4.58%
Sole
137.97K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares130.17K
TypeSH
Market value$6.57M
2.94%
Sole
130.17K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares6.80K
TypeSH
Market value$6.14M
2.75%
Sole
6.80K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares101.09K
TypeSH
Market value$5.09M
2.28%
Sole
101.09K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.79K
TypeSH
Market value$4.54M
2.03%
Sole
10.79K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares19.42K
TypeSH
Market value$3.89M
1.74%
Sole
19.42K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares30.44K
TypeSH
Market value$3.82M
1.71%
Sole
30.44K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares128.81K
TypeSH
Market value$3.66M
1.64%
Sole
128.81K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares22.80K
TypeSH
Market value$3.44M
1.54%
Sole
22.80K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares17.91K
TypeSH
Market value$3.23M
1.44%
Sole
17.91K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares10.19K
TypeSH
Market value$3.07M
1.37%
Sole
10.19K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.53K
TypeSH
Market value$2.60M
1.16%
Sole
23.53K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.36K
TypeSH
Market value$2.41M
1.08%
Sole
20.36K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares22.90K
TypeSH
Market value$2.35M
1.05%
Sole
22.90K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares3.12K
TypeSH
Market value$2.29M
1.02%
Sole
3.12K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares22.14K
TypeSH
Market value$2.14M
0.96%
Sole
22.14K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares34.72K
TypeSH
Market value$2.11M
0.94%
Sole
34.72K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares13.65K
TypeSH
Market value$2.08M
0.93%
Sole
13.65K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares8.04K
TypeSH
Market value$2.05M
0.92%
Sole
8.04K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares11.14K
TypeSH
Market value$2.03M
0.91%
Sole
11.14K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares12.23K
TypeSH
Market value$1.94M
0.87%
Sole
12.23K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 145.68K | SH | $14.27M 6.38% | 145.68K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 30.55K | SH | $12.85M 5.75% | 30.55K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE TOTAL USD | 268.12K | SH | $12.22M 5.47% | 268.12K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 67.27K | SH | $11.53M 5.16% | 67.27K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 137.97K | SH | $10.24M 4.58% | 137.97K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT INC | 130.17K | SH | $6.57M 2.94% | 130.17K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 6.80K | SH | $6.14M 2.75% | 6.80K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACES ULTRA SHR | 101.09K | SH | $5.09M 2.28% | 101.09K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.79K | SH | $4.54M 2.03% | 10.79K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 19.42K | SH | $3.89M 1.74% | 19.42K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 30.44K | SH | $3.82M 1.71% | 30.44K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | MSCI ACWI EXUS | 128.81K | SH | $3.66M 1.64% | 128.81K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 22.80K | SH | $3.44M 1.54% | 22.80K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 17.91K | SH | $3.23M 1.44% | 17.91K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 10.19K | SH | $3.07M 1.37% | 10.19K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 23.53K | SH | $2.60M 1.16% | 23.53K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P MC 400VL ETF | 20.36K | SH | $2.41M 1.08% | 20.36K | 0.00 | 0.00 |
ISHARES TRSOLE | SP SMCP600VL ETF | 22.90K | SH | $2.35M 1.05% | 22.90K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 3.12K | SH | $2.29M 1.02% | 3.12K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 22.14K | SH | $2.14M 0.96% | 22.14K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 34.72K | SH | $2.11M 0.94% | 34.72K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 13.65K | SH | $2.08M 0.93% | 13.65K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 8.04K | SH | $2.05M 0.92% | 8.04K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 11.14K | SH | $2.03M 0.91% | 11.14K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 12.23K | SH | $1.94M 0.87% | 12.23K | 0.00 | 0.00 |
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