Filed: 11/14/2024ACC: 0001575151-24-000011
📋 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 $231.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
197
Positions
$231.85M
Total AUM (reported)
2.34M
Total Shares
Allocation by class
COM$113.40M48.9%
CORE US AGGBD ET$15.52M6.7%
CORE TOTAL USD$12.37M5.3%
CORE MSCI EAFE$10.18M4.4%
ULTRA SHRT INC$6.55M2.8%
ACES ULTRA SHR$5.50M2.4%
CL B NEW$4.80M2.1%
Portfolio Concentration
Top 3$43.01M18.6%
4–10$51.59M22.3%
11–25$40.30M17.4%
Rest$96.94M41.8%
Top 3 weight
18.6%
Top 10 weight
40.8%
Voting Authority Distribution
Total shares with voting rights: 2.34M
Sole
Full voting authority
2.34M
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
SOLEShares153.26K
TypeSH
Market value$15.52M
6.69%
Sole
153.26K
Shared
0.00
None
0.00
APPLE INC
SOLEShares64.25K
TypeSH
Market value$14.97M
6.46%
Sole
64.25K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares29.10K
TypeSH
Market value$12.52M
5.40%
Sole
29.10K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares262.48K
TypeSH
Market value$12.37M
5.33%
Sole
262.48K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares130.44K
TypeSH
Market value$10.18M
4.39%
Sole
130.44K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares59.87K
TypeSH
Market value$7.27M
3.14%
Sole
59.87K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares129.14K
TypeSH
Market value$6.55M
2.83%
Sole
129.14K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares108.59K
TypeSH
Market value$5.50M
2.37%
Sole
108.59K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares28.86K
TypeSH
Market value$4.92M
2.12%
Sole
28.86K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.44K
TypeSH
Market value$4.80M
2.07%
Sole
10.44K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares128.72K
TypeSH
Market value$3.92M
1.69%
Sole
128.72K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares18.33K
TypeSH
Market value$3.87M
1.67%
Sole
18.33K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares21.50K
TypeSH
Market value$3.57M
1.54%
Sole
21.50K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares17.94K
TypeSH
Market value$3.34M
1.44%
Sole
17.94K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.43K
TypeSH
Market value$2.74M
1.18%
Sole
23.43K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares9.69K
TypeSH
Market value$2.65M
1.14%
Sole
9.69K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares2.96K
TypeSH
Market value$2.62M
1.13%
Sole
2.96K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.88K
TypeSH
Market value$2.57M
1.11%
Sole
23.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares19.85K
TypeSH
Market value$2.45M
1.06%
Sole
19.85K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares13.30K
TypeSH
Market value$2.22M
0.96%
Sole
13.30K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares10.96K
TypeSH
Market value$2.16M
0.93%
Sole
10.96K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares7.93K
TypeSH
Market value$2.15M
0.93%
Sole
7.93K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares34.07K
TypeSH
Market value$2.12M
0.92%
Sole
34.07K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares14.07K
TypeSH
Market value$1.96M
0.85%
Sole
14.07K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares34.34K
TypeSH
Market value$1.94M
0.84%
Sole
34.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 153.26K | SH | $15.52M 6.69% | 153.26K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 64.25K | SH | $14.97M 6.46% | 64.25K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 29.10K | SH | $12.52M 5.40% | 29.10K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE TOTAL USD | 262.48K | SH | $12.37M 5.33% | 262.48K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 130.44K | SH | $10.18M 4.39% | 130.44K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 59.87K | SH | $7.27M 3.14% | 59.87K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT INC | 129.14K | SH | $6.55M 2.83% | 129.14K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACES ULTRA SHR | 108.59K | SH | $5.50M 2.37% | 108.59K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 28.86K | SH | $4.92M 2.12% | 28.86K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.44K | SH | $4.80M 2.07% | 10.44K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | MSCI ACWI EXUS | 128.72K | SH | $3.92M 1.69% | 128.72K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 18.33K | SH | $3.87M 1.67% | 18.33K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 21.50K | SH | $3.57M 1.54% | 21.50K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 17.94K | SH | $3.34M 1.44% | 17.94K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 23.43K | SH | $2.74M 1.18% | 23.43K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 9.69K | SH | $2.65M 1.14% | 9.69K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 2.96K | SH | $2.62M 1.13% | 2.96K | 0.00 | 0.00 |
ISHARES TRSOLE | SP SMCP600VL ETF | 23.88K | SH | $2.57M 1.11% | 23.88K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P MC 400VL ETF | 19.85K | SH | $2.45M 1.06% | 19.85K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 13.30K | SH | $2.22M 0.96% | 13.30K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 10.96K | SH | $2.16M 0.93% | 10.96K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 7.93K | SH | $2.15M 0.93% | 7.93K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 34.07K | SH | $2.12M 0.92% | 34.07K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P SML 600 GWT | 14.07K | SH | $1.96M 0.85% | 14.07K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | DIV RTN EM EQT | 34.34K | SH | $1.94M 0.84% | 34.34K | 0.00 | 0.00 |
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