Filed: 2/7/2025ACC: 0001575151-25-000002
📋 What this filing means
TIEMANN INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 192 equity positions with a total reported market value of $224.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
192
Positions
$224.95M
Total AUM (reported)
2.34M
Total Shares
Allocation by class
COM$111.99M49.8%
CORE US AGGBD ET$15.19M6.8%
CORE TOTAL USD$11.89M5.3%
CORE MSCI EAFE$9.00M4.0%
ULTRA SHRT ETF$6.24M2.8%
ACES ULTRA SHR$5.58M2.5%
CL B NEW$4.60M2.0%
Portfolio Concentration
Top 3$43.03M19.1%
4–10$50.23M22.3%
11–25$40.55M18.0%
Rest$91.14M40.5%
Top 3 weight
19.1%
Top 10 weight
41.5%
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)
Sole192
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings192
Rows:
APPLE INC
SOLEShares62.98K
TypeSH
Market value$15.77M
7.01%
Sole
62.98K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares156.76K
TypeSH
Market value$15.19M
6.75%
Sole
156.76K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares28.63K
TypeSH
Market value$12.07M
5.36%
Sole
28.63K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares263.13K
TypeSH
Market value$11.89M
5.29%
Sole
263.13K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares128.08K
TypeSH
Market value$9.00M
4.00%
Sole
128.08K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares51.30K
TypeSH
Market value$6.89M
3.06%
Sole
51.30K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares123.97K
TypeSH
Market value$6.24M
2.78%
Sole
123.97K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares36.16K
TypeSH
Market value$6.03M
2.68%
Sole
36.16K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares111.04K
TypeSH
Market value$5.58M
2.48%
Sole
111.04K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.15K
TypeSH
Market value$4.60M
2.05%
Sole
10.15K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares18.11K
TypeSH
Market value$4.34M
1.93%
Sole
18.11K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares17.47K
TypeSH
Market value$3.83M
1.70%
Sole
17.47K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares19.55K
TypeSH
Market value$3.70M
1.65%
Sole
19.55K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares9.88K
TypeSH
Market value$3.30M
1.47%
Sole
9.88K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares114.29K
TypeSH
Market value$3.19M
1.42%
Sole
114.29K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.69K
TypeSH
Market value$2.73M
1.21%
Sole
23.69K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares2.83K
TypeSH
Market value$2.59M
1.15%
Sole
2.83K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.68K
TypeSH
Market value$2.57M
1.14%
Sole
23.68K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares12.60K
TypeSH
Market value$2.40M
1.07%
Sole
12.60K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares18.87K
TypeSH
Market value$2.36M
1.05%
Sole
18.87K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares32.85K
TypeSH
Market value$2.05M
0.91%
Sole
32.85K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares14.11K
TypeSH
Market value$1.91M
0.85%
Sole
14.11K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares10.66K
TypeSH
Market value$1.89M
0.84%
Sole
10.66K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares7.78K
TypeSH
Market value$1.88M
0.84%
Sole
7.78K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares19.78K
TypeSH
Market value$1.80M
0.80%
Sole
19.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 62.98K | SH | $15.77M 7.01% | 62.98K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 156.76K | SH | $15.19M 6.75% | 156.76K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 28.63K | SH | $12.07M 5.36% | 28.63K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE TOTAL USD | 263.13K | SH | $11.89M 5.29% | 263.13K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 128.08K | SH | $9.00M 4.00% | 128.08K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 51.30K | SH | $6.89M 3.06% | 51.30K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 123.97K | SH | $6.24M 2.78% | 123.97K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 36.16K | SH | $6.03M 2.68% | 36.16K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACES ULTRA SHR | 111.04K | SH | $5.58M 2.48% | 111.04K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.15K | SH | $4.60M 2.05% | 10.15K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 18.11K | SH | $4.34M 1.93% | 18.11K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 17.47K | SH | $3.83M 1.70% | 17.47K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 19.55K | SH | $3.70M 1.65% | 19.55K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 9.88K | SH | $3.30M 1.47% | 9.88K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | MSCI ACWI EXUS | 114.29K | SH | $3.19M 1.42% | 114.29K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 23.69K | SH | $2.73M 1.21% | 23.69K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 2.83K | SH | $2.59M 1.15% | 2.83K | 0.00 | 0.00 |
ISHARES TRSOLE | SP SMCP600VL ETF | 23.68K | SH | $2.57M 1.14% | 23.68K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 12.60K | SH | $2.40M 1.07% | 12.60K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P MC 400VL ETF | 18.87K | SH | $2.36M 1.05% | 18.87K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 32.85K | SH | $2.05M 0.91% | 32.85K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P SML 600 GWT | 14.11K | SH | $1.91M 0.85% | 14.11K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 10.66K | SH | $1.89M 0.84% | 10.66K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 7.78K | SH | $1.88M 0.84% | 7.78K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P MC 400GR ETF | 19.78K | SH | $1.80M 0.80% | 19.78K | 0.00 | 0.00 |
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