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 206 equity positions with a total reported market value of $261.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

206
Positions
$261.39M
Total AUM (reported)
2.54M
Total Shares

Allocation by class

TOTAL AUM$261.39M206 positions
COM$123.83M47.4%
CORE US AGGBD ET$19.55M7.5%
CORE TOTAL USD$13.75M5.3%
CORE MSCI EAFE$11.65M4.5%
ULTRA SHRT ETF$8.15M3.1%
ULTRA SHORT BOND$7.80M3.0%
CL B NEW$4.82M1.8%

Portfolio Concentration

Top 318.9%4โ€“1024.3%11โ€“2516.8%Rest40.0%TOP 1043.2%0%100%
Top 3$49.32M18.9%
4โ€“10$63.52M24.3%
11โ€“25$43.99M16.8%
Rest$104.57M40.0%

Top 3 weight

18.9%

Top 10 weight

43.2%

Voting Authority Distribution

Total shares with voting rights: 2.54M

Sole

Full voting authority

2.54M

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)

Sole206
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings206
Rows:

ISHARES TR

SOLE
CORE US AGGBD ET
Shares195.01K
TypeSH
Market value$19.55M
7.48%
Sole
195.01K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares61.25K
TypeSH
Market value$15.60M
5.97%
Sole
61.25K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares27.37K
TypeSH
Market value$14.18M
5.42%
Sole
27.37K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE TOTAL USD
Shares294.39K
TypeSH
Market value$13.75M
5.26%
Sole
294.39K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE MSCI EAFE
Shares133.38K
TypeSH
Market value$11.65M
4.46%
Sole
133.38K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares46.25K
TypeSH
Market value$8.63M
3.30%
Sole
46.25K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
ULTRA SHRT ETF
Shares160.56K
TypeSH
Market value$8.15M
3.12%
Sole
160.56K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares28.44K
TypeSH
Market value$8.00M
3.06%
Sole
28.44K
Shared
0.00
None
0.00

GOLDMAN SACHS ETF TR

SOLE
ULTRA SHORT BOND
Shares153.76K
TypeSH
Market value$7.80M
2.98%
Sole
153.76K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO.

SOLE
COM
Shares17.60K
TypeSH
Market value$5.55M
2.12%
Sole
17.60K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares9.60K
TypeSH
Market value$4.82M
1.85%
Sole
9.60K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares19.10K
TypeSH
Market value$4.64M
1.78%
Sole
19.10K
Shared
0.00
None
0.00

SPDR INDEX SHS FDS

SOLE
MSCI ACWI EXUS
Shares110.24K
TypeSH
Market value$3.85M
1.47%
Sole
110.24K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares16.42K
TypeSH
Market value$3.61M
1.38%
Sole
16.42K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares11.53K
TypeSH
Market value$2.81M
1.07%
Sole
11.53K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares7.74K
TypeSH
Market value$2.75M
1.05%
Sole
7.74K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P SCP ETF
Shares22.82K
TypeSH
Market value$2.71M
1.04%
Sole
22.82K
Shared
0.00
None
0.00

ISHARES TR

SOLE
SP SMCP600VL ETF
Shares24.49K
TypeSH
Market value$2.71M
1.04%
Sole
24.49K
Shared
0.00
None
0.00

ISHARES TR

SOLE
S&P MC 400VL ETF
Shares18.98K
TypeSH
Market value$2.46M
0.94%
Sole
18.98K
Shared
0.00
None
0.00

COSTCO WHSL CORP NEW

SOLE
COM
Shares2.60K
TypeSH
Market value$2.40M
0.92%
Sole
2.60K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares10.17K
TypeSH
Market value$2.36M
0.90%
Sole
10.17K
Shared
0.00
None
0.00

SALESFORCE INC

SOLE
COM
Shares9.76K
TypeSH
Market value$2.31M
0.88%
Sole
9.76K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P MCP ETF
Shares34.50K
TypeSH
Market value$2.25M
0.86%
Sole
34.50K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
DIV RTN EM EQT
Shares37.09K
TypeSH
Market value$2.19M
0.84%
Sole
37.09K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares6.42K
TypeSH
Market value$2.12M
0.81%
Sole
6.42K
Shared
0.00
None
0.00
Page 1 of 9
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TIEMANN INVESTMENT ADVISORS, LLC 13F Holdings โ€” 206 Positions | Finecho