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 199 equity positions with a total reported market value of $244.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

199
Positions
$244.13M
Total AUM (reported)
2.52M
Total Shares

Allocation by class

TOTAL AUM$244.13M199 positions
COM$113.02M46.3%
CORE US AGGBD ET$18.59M7.6%
CORE TOTAL USD$13.26M5.4%
CORE MSCI EAFE$11.13M4.6%
ULTRA SHRT ETF$8.96M3.7%
ULTRA SHORT BOND$8.65M3.5%
CL B NEW$4.67M1.9%

Portfolio Concentration

Top 318.7%4โ€“1024.6%11โ€“2516.5%Rest40.2%TOP 1043.3%0%100%
Top 3$45.58M18.7%
4โ€“10$60.16M24.6%
11โ€“25$40.25M16.5%
Rest$98.14M40.2%

Top 3 weight

18.7%

Top 10 weight

43.3%

Voting Authority Distribution

Total shares with voting rights: 2.52M

Sole

Full voting authority

2.52M

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)

Sole199
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings199
Rows:

ISHARES TR

SOLE
CORE US AGGBD ET
Shares187.41K
TypeSH
Market value$18.59M
7.62%
Sole
187.41K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares27.60K
TypeSH
Market value$13.73M
5.62%
Sole
27.60K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE TOTAL USD
Shares286.81K
TypeSH
Market value$13.26M
5.43%
Sole
286.81K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares61.19K
TypeSH
Market value$12.55M
5.14%
Sole
61.19K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE MSCI EAFE
Shares133.32K
TypeSH
Market value$11.13M
4.56%
Sole
133.32K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
ULTRA SHRT ETF
Shares176.77K
TypeSH
Market value$8.96M
3.67%
Sole
176.77K
Shared
0.00
None
0.00

GOLDMAN SACHS ETF TR

SOLE
ULTRA SHORT BOND
Shares171.07K
TypeSH
Market value$8.65M
3.54%
Sole
171.07K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares47.56K
TypeSH
Market value$7.51M
3.08%
Sole
47.56K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares28.36K
TypeSH
Market value$6.20M
2.54%
Sole
28.36K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO.

SOLE
COM
Shares17.77K
TypeSH
Market value$5.15M
2.11%
Sole
17.77K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares9.61K
TypeSH
Market value$4.67M
1.91%
Sole
9.61K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares16.71K
TypeSH
Market value$3.67M
1.50%
Sole
16.71K
Shared
0.00
None
0.00

SPDR INDEX SHS FDS

SOLE
MSCI ACWI EXUS
Shares110.88K
TypeSH
Market value$3.62M
1.48%
Sole
110.88K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares19.29K
TypeSH
Market value$3.40M
1.39%
Sole
19.29K
Shared
0.00
None
0.00

SALESFORCE INC

SOLE
COM
Shares10.03K
TypeSH
Market value$2.73M
1.12%
Sole
10.03K
Shared
0.00
None
0.00

COSTCO WHSL CORP NEW

SOLE
COM
Shares2.61K
TypeSH
Market value$2.58M
1.06%
Sole
2.61K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P SCP ETF
Shares23.05K
TypeSH
Market value$2.52M
1.03%
Sole
23.05K
Shared
0.00
None
0.00

ISHARES TR

SOLE
SP SMCP600VL ETF
Shares24.22K
TypeSH
Market value$2.41M
0.99%
Sole
24.22K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares7.76K
TypeSH
Market value$2.37M
0.97%
Sole
7.76K
Shared
0.00
None
0.00

ISHARES TR

SOLE
S&P MC 400VL ETF
Shares18.93K
TypeSH
Market value$2.34M
0.96%
Sole
18.93K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares11.61K
TypeSH
Market value$2.06M
0.84%
Sole
11.61K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P MCP ETF
Shares32.94K
TypeSH
Market value$2.04M
0.84%
Sole
32.94K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
DIV RTN EM EQT
Shares35.94K
TypeSH
Market value$2.03M
0.83%
Sole
35.94K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares10.33K
TypeSH
Market value$1.92M
0.79%
Sole
10.33K
Shared
0.00
None
0.00

ISHARES TR

SOLE
S&P SML 600 GWT
Shares14.25K
TypeSH
Market value$1.90M
0.78%
Sole
14.25K
Shared
0.00
None
0.00
Page 1 of 8
โ€ฆ
TIEMANN INVESTMENT ADVISORS, LLC 13F Holdings โ€” 199 Positions | Finecho