TIEMANN INVESTMENT ADVISORS, LLC

PrivateCIK: 1575151
Location

MENLO PARK, CA

๐Ÿ“‹ What this filing means

TIEMANN INVESTMENT ADVISORS, LLC filed this quarterly 13Fโ€‘HR 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

TOTAL AUM$220.37M192 positions
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 320.0%4โ€“1022.4%11โ€“2517.3%Rest40.3%TOP 1042.4%0%100%
Top 3$44.03M20.0%
4โ€“10$49.41M22.4%
11โ€“25$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

SOLE
CORE US AGGBD ET
Shares173.53K
TypeSH
Market value$17.17M
7.79%
Sole
173.53K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares61.44K
TypeSH
Market value$13.65M
6.19%
Sole
61.44K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE TOTAL USD
Shares286.73K
TypeSH
Market value$13.21M
6.00%
Sole
286.73K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares27.82K
TypeSH
Market value$10.44M
4.74%
Sole
27.82K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE MSCI EAFE
Shares132.49K
TypeSH
Market value$10.02M
4.55%
Sole
132.49K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
ULTRA SHRT ETF
Shares135.54K
TypeSH
Market value$6.86M
3.11%
Sole
135.54K
Shared
0.00
None
0.00

GOLDMAN SACHS ETF TR

SOLE
ULTRA SHORT BOND
Shares131.06K
TypeSH
Market value$6.62M
3.01%
Sole
131.06K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares48.78K
TypeSH
Market value$5.29M
2.40%
Sole
48.78K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares9.63K
TypeSH
Market value$5.13M
2.33%
Sole
9.63K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares36.03K
TypeSH
Market value$5.04M
2.29%
Sole
36.03K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO.

SOLE
COM
Shares17.77K
TypeSH
Market value$4.36M
1.98%
Sole
17.77K
Shared
0.00
None
0.00

SPDR INDEX SHS FDS

SOLE
MSCI ACWI EXUS
Shares113.22K
TypeSH
Market value$3.35M
1.52%
Sole
113.22K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares16.76K
TypeSH
Market value$3.19M
1.45%
Sole
16.76K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares19.30K
TypeSH
Market value$2.98M
1.35%
Sole
19.30K
Shared
0.00
None
0.00

SALESFORCE INC

SOLE
COM
Shares9.83K
TypeSH
Market value$2.64M
1.20%
Sole
9.83K
Shared
0.00
None
0.00

COSTCO WHSL CORP NEW

SOLE
COM
Shares2.67K
TypeSH
Market value$2.52M
1.14%
Sole
2.67K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P SCP ETF
Shares23.73K
TypeSH
Market value$2.48M
1.13%
Sole
23.73K
Shared
0.00
None
0.00

ISHARES TR

SOLE
SP SMCP600VL ETF
Shares23.59K
TypeSH
Market value$2.30M
1.04%
Sole
23.59K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares7.76K
TypeSH
Market value$2.24M
1.01%
Sole
7.76K
Shared
0.00
None
0.00

ISHARES TR

SOLE
S&P MC 400VL ETF
Shares18.54K
TypeSH
Market value$2.22M
1.01%
Sole
18.54K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares10.56K
TypeSH
Market value$2.21M
1.00%
Sole
10.56K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares12.69K
TypeSH
Market value$1.98M
0.90%
Sole
12.69K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares11.51K
TypeSH
Market value$1.91M
0.87%
Sole
11.51K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P MCP ETF
Shares32.56K
TypeSH
Market value$1.90M
0.86%
Sole
32.56K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
DIV RTN EM EQT
Shares34.92K
TypeSH
Market value$1.84M
0.84%
Sole
34.92K
Shared
0.00
None
0.00
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TIEMANN INVESTMENT ADVISORS, LLC 13F Holdings โ€” 192 Positions | Finecho