Filed: 5/14/2025ACC: 0001575151-25-000004
๐ What this filing means
TIEMANN INVESTMENT ADVISORS, LLC filed this quarterly 13FโHR report disclosing 192 equity positions with a total reported market value of $220.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
192
Positions
$220.37M
Total AUM (reported)
2.40M
Total Shares
Allocation by class
COM$102.51M46.5%
CORE US AGGBD ET$17.17M7.8%
CORE TOTAL USD$13.21M6.0%
CORE MSCI EAFE$10.02M4.5%
ULTRA SHRT ETF$6.86M3.1%
ULTRA SHORT BOND$6.62M3.0%
CL B NEW$5.13M2.3%
Portfolio Concentration
Top 3$44.03M20.0%
4โ10$49.41M22.4%
11โ25$38.12M17.3%
Rest$88.82M40.3%
Top 3 weight
20.0%
Top 10 weight
42.4%
Voting Authority Distribution
Total shares with voting rights: 2.40M
Sole
Full voting authority
2.40M
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 ยท 100.0% of voting shares
Institutional Holdings192
Rows:
ISHARES TR
SOLEShares173.53K
TypeSH
Market value$17.17M
7.79%
Sole
173.53K
Shared
0.00
None
0.00
APPLE INC
SOLEShares61.44K
TypeSH
Market value$13.65M
6.19%
Sole
61.44K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares286.73K
TypeSH
Market value$13.21M
6.00%
Sole
286.73K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares27.82K
TypeSH
Market value$10.44M
4.74%
Sole
27.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares132.49K
TypeSH
Market value$10.02M
4.55%
Sole
132.49K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares135.54K
TypeSH
Market value$6.86M
3.11%
Sole
135.54K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares131.06K
TypeSH
Market value$6.62M
3.01%
Sole
131.06K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares48.78K
TypeSH
Market value$5.29M
2.40%
Sole
48.78K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.63K
TypeSH
Market value$5.13M
2.33%
Sole
9.63K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares36.03K
TypeSH
Market value$5.04M
2.29%
Sole
36.03K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares17.77K
TypeSH
Market value$4.36M
1.98%
Sole
17.77K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares113.22K
TypeSH
Market value$3.35M
1.52%
Sole
113.22K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares16.76K
TypeSH
Market value$3.19M
1.45%
Sole
16.76K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares19.30K
TypeSH
Market value$2.98M
1.35%
Sole
19.30K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares9.83K
TypeSH
Market value$2.64M
1.20%
Sole
9.83K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares2.67K
TypeSH
Market value$2.52M
1.14%
Sole
2.67K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.73K
TypeSH
Market value$2.48M
1.13%
Sole
23.73K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.59K
TypeSH
Market value$2.30M
1.04%
Sole
23.59K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares7.76K
TypeSH
Market value$2.24M
1.01%
Sole
7.76K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares18.54K
TypeSH
Market value$2.22M
1.01%
Sole
18.54K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares10.56K
TypeSH
Market value$2.21M
1.00%
Sole
10.56K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares12.69K
TypeSH
Market value$1.98M
0.90%
Sole
12.69K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares11.51K
TypeSH
Market value$1.91M
0.87%
Sole
11.51K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares32.56K
TypeSH
Market value$1.90M
0.86%
Sole
32.56K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares34.92K
TypeSH
Market value$1.84M
0.84%
Sole
34.92K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 173.53K | SH | $17.17M 7.79% | 173.53K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 61.44K | SH | $13.65M 6.19% | 61.44K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE TOTAL USD | 286.73K | SH | $13.21M 6.00% | 286.73K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 27.82K | SH | $10.44M 4.74% | 27.82K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 132.49K | SH | $10.02M 4.55% | 132.49K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 135.54K | SH | $6.86M 3.11% | 135.54K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ULTRA SHORT BOND | 131.06K | SH | $6.62M 3.01% | 131.06K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 48.78K | SH | $5.29M 2.40% | 48.78K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.63K | SH | $5.13M 2.33% | 9.63K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 36.03K | SH | $5.04M 2.29% | 36.03K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 17.77K | SH | $4.36M 1.98% | 17.77K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | MSCI ACWI EXUS | 113.22K | SH | $3.35M 1.52% | 113.22K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 16.76K | SH | $3.19M 1.45% | 16.76K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 19.30K | SH | $2.98M 1.35% | 19.30K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 9.83K | SH | $2.64M 1.20% | 9.83K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 2.67K | SH | $2.52M 1.14% | 2.67K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 23.73K | SH | $2.48M 1.13% | 23.73K | 0.00 | 0.00 |
ISHARES TRSOLE | SP SMCP600VL ETF | 23.59K | SH | $2.30M 1.04% | 23.59K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 7.76K | SH | $2.24M 1.01% | 7.76K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P MC 400VL ETF | 18.54K | SH | $2.22M 1.01% | 18.54K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 10.56K | SH | $2.21M 1.00% | 10.56K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 12.69K | SH | $1.98M 0.90% | 12.69K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 11.51K | SH | $1.91M 0.87% | 11.51K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 32.56K | SH | $1.90M 0.86% | 32.56K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | DIV RTN EM EQT | 34.92K | SH | $1.84M 0.84% | 34.92K | 0.00 | 0.00 |
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