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 204 equity positions with a total reported market value of $257.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

204
Positions
$257.50M
Total AUM (reported)
2.54M
Total Shares

Allocation by class

TOTAL AUM$257.50M204 positions
COM$118.17M45.9%
CORE US AGGBD ET$20.63M8.0%
CORE UNIVRSL USD$13.75M5.3%
CORE MSCI EAFE$11.96M4.6%
ULTRA SHRT ETF$8.13M3.2%
ULTRA SHORT BOND$7.97M3.1%
CAP STK CL A$5.28M2.1%

Portfolio Concentration

Top 319.5%4โ€“1022.9%11โ€“2517.9%Rest39.7%TOP 1042.4%0%100%
Top 3$50.17M19.5%
4โ€“10$58.99M22.9%
11โ€“25$46.02M17.9%
Rest$102.32M39.7%

Top 3 weight

19.5%

Top 10 weight

42.4%

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)

Sole204
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings204
Rows:

ISHARES TR

SOLE
CORE US AGGBD ET
Shares206.54K
TypeSH
Market value$20.63M
8.01%
Sole
206.54K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares58.09K
TypeSH
Market value$15.79M
6.13%
Sole
58.09K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE UNIVRSL USD
Shares295.39K
TypeSH
Market value$13.75M
5.34%
Sole
295.39K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares25.35K
TypeSH
Market value$12.26M
4.76%
Sole
25.35K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE MSCI EAFE
Shares133.74K
TypeSH
Market value$11.96M
4.65%
Sole
133.74K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
ULTRA SHRT ETF
Shares160.79K
TypeSH
Market value$8.13M
3.16%
Sole
160.79K
Shared
0.00
None
0.00

GOLDMAN SACHS ETF TR

SOLE
ULTRA SHORT BOND
Shares157.88K
TypeSH
Market value$7.97M
3.09%
Sole
157.88K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares41.36K
TypeSH
Market value$7.71M
3.00%
Sole
41.36K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares28.15K
TypeSH
Market value$5.49M
2.13%
Sole
28.15K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO.

SOLE
COM
Shares16.97K
TypeSH
Market value$5.47M
2.12%
Sole
16.97K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares16.87K
TypeSH
Market value$5.28M
2.05%
Sole
16.87K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares8.99K
TypeSH
Market value$4.52M
1.76%
Sole
8.99K
Shared
0.00
None
0.00

SPDR INDEX SHS FDS

SOLE
MSCI ACWI EXUS
Shares109.70K
TypeSH
Market value$3.94M
1.53%
Sole
109.70K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares11.52K
TypeSH
Market value$3.62M
1.40%
Sole
11.52K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares15.53K
TypeSH
Market value$3.58M
1.39%
Sole
15.53K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares7.54K
TypeSH
Market value$2.99M
1.16%
Sole
7.54K
Shared
0.00
None
0.00

ISHARES TR

SOLE
SP SMCP600VL ETF
Shares25.29K
TypeSH
Market value$2.88M
1.12%
Sole
25.29K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P SCP ETF
Shares23.20K
TypeSH
Market value$2.79M
1.08%
Sole
23.20K
Shared
0.00
None
0.00

SALESFORCE INC

SOLE
COM
Shares9.58K
TypeSH
Market value$2.54M
0.99%
Sole
9.58K
Shared
0.00
None
0.00

ISHARES TR

SOLE
S&P MC 400VL ETF
Shares18.93K
TypeSH
Market value$2.49M
0.97%
Sole
18.93K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P MCP ETF
Shares35.48K
TypeSH
Market value$2.34M
0.91%
Sole
35.48K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares10.06K
TypeSH
Market value$2.30M
0.89%
Sole
10.06K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
DIV RTN EM EQT
Shares37.46K
TypeSH
Market value$2.27M
0.88%
Sole
37.46K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares10.89K
TypeSH
Market value$2.25M
0.88%
Sole
10.89K
Shared
0.00
None
0.00

COSTCO WHSL CORP NEW

SOLE
COM
Shares2.59K
TypeSH
Market value$2.23M
0.87%
Sole
2.59K
Shared
0.00
None
0.00
Page 1 of 9
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TIEMANN INVESTMENT ADVISORS, LLC 13F Holdings โ€” 204 Positions | Finecho