TIEMANN INVESTMENT ADVISORS, LLC

MENLO PARK, CA · CIK 1575151 · 13F filing filed 2023-08-11

SEC-registered investment adviser since 2005 · limited liability company

Assets managed$341.1m
Staff2 · 1 in investment roles
Main clients (by assets)High net worth individuals 95%, Individuals 5%
Websitetiemanninvestmentadvisors.com
Form ADV · 2026-03-25SEC adviser record

$196.4m reported value +7.4% vs Q1 2023

192positions

37.5%in top 10

8 new 55 added 86 reduced 6 sold out vs Q1 2023

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	72,146	$14.0m7.13%	7.13%	Reduced -1.9k	-1,910 -2.6%
2	ISHARES TR CORE US AGGBD ET AGG	AGG	127,574	$12.5m6.36%	6.36%	Added +1.4k	+1,404 1.1%
3	MICROSOFT CORP COM MSFT	MSFT	32,111	$10.9m5.57%	5.57%	Reduced -1.0k	-1,032 -3.1%
4	ISHARES TR CORE MSCI EAFE IEFA	IEFA	116,815	$7.9m4.02%	4.02%	Added +6.8k	+6,790 6.2%
5	ISHARES TR CORE TOTAL USD IUSB	IUSB	168,657	$7.7m3.90%	3.90%	Added +26.0k	+25,995 18.2%
6	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	128,361	$6.4m3.28%	3.28%	Added +13.1k	+13,111 11.4%
7	ORACLE CORP COM ORCL	ORCL	32,227	$3.8m1.95%	1.95%	Reduced -425	-425 -1.3%
8	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	11,129	$3.8m1.93%	1.93%	Added +5	+5 0.0%
9	SPDR INDEX SHS FDS MSCI ACWI EXUS CWI	CWI	131,397	$3.4m1.75%	1.75%	Reduced -1.1k	-1,115 -0.8%
10	NVIDIA CORPORATION COM NVDA	NVDA	7,486	$3.2m1.61%	1.61%	Reduced -390	-390 -5.0%
11	JPMORGAN CHASE & CO COM JPM	JPM	19,534	$2.8m1.45%	1.45%	Added +85	+85 0.4%
12	ALPHABET INC CAP STK CL A GOOGL	GOOGL	23,565	$2.8m1.44%	1.44%	Added +50	+50 0.2%
13	GOLDMAN SACHS ETF TR ULTRA SHORT BOND GSST	GSST	52,963	$2.6m1.35%	1.35%	Added +20.4k	+20,403 62.7%
14	ISHARES TR MSCI EMG MKT ETF EEM	EEM	59,531	$2.4m1.20%	1.20%	Added +394	+394 0.7%
15	AMAZON COM INC COM AMZN	AMZN	17,900	$2.3m1.19%	1.19%	Added +1.1k	+1,130 6.7%
16	CLOUDFLARE INC CL A COM NET	NET	35,641	$2.3m1.19%	1.19%	Reduced -2.0k	-2,000 -5.3%
17	ISHARES TR SP SMCP600VL ETF IJS	IJS	23,290	$2.2m1.13%	1.13%	Reduced -988	-988 -4.1%
18	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	20,318	$2.2m1.11%	1.11%	Added +898	+898 4.6%
19	SALESFORCE INC COM CRM	CRM	9,955	$2.1m1.07%	1.07%	Added +195	+195 2.0%
20	ISHARES TR CORE S&P SCP ETF IJR	IJR	20,633	$2.1m1.05%	1.05%	Added +1.8k	+1,785 9.5%
21	JOHNSON & JOHNSON COM JNJ	JNJ	12,377	$2.0m1.04%	1.04%	Added +150	+150 1.2%
22	LOWES COS INC COM LOW	LOW	8,278	$1.9m0.95%	0.95%	Reduced -170	-170 -2.0%
23	COSTCO WHSL CORP NEW COM COST	COST	3,323	$1.8m0.91%	0.91%	Reduced -55	-55 -1.6%
24	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	19,345	$1.7m0.88%	0.88%	Added +100	+100 0.5%
25	ALPHABET INC CAP STK CL C GOOG	GOOG	14,190	$1.7m0.87%	0.87%	Added +80	+80 0.6%
26	FLEXSHARES TR IBOXX 3R TARGT TDTT	TDTT	72,464	$1.7m0.87%	0.87%	Reduced -2.3k	-2,309 -3.1%
27	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	3,396	$1.6m0.83%	0.83%	Reduced -10	-10 -0.3%
28	ISHARES TR CORE S&P MCP ETF IJH	IJH	6,157	$1.6m0.82%	0.82%	Added +152	+152 2.5%
29	ISHARES TR S&P SML 600 GWT IJT	IJT	13,958	$1.6m0.82%	0.82%	Added +310	+310 2.3%
30	SPDR GOLD TR GOLD SHS GLD	GLD	8,937	$1.6m0.81%	0.81%	Unchanged
31	FLEXSHARES TR IBOXX 5YR TRGT TDTF	TDTF	65,821	$1.6m0.79%	0.79%	Reduced -3.8k	-3,757 -5.4%
32	ISHARES TR S&P MC 400GR ETF IJK	IJK	20,311	$1.5m0.78%	0.78%	Added +710	+710 3.6%
33	ABBVIE INC COM ABBV	ABBV	11,281	$1.5m0.77%	0.77%	Reduced -175	-175 -1.5%
34	UNITEDHEALTH GROUP INC COM UNH	UNH	2,899	$1.4m0.71%	0.71%	Added +25	+25 0.9%
35	J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT JPEM	JPEM	26,776	$1.4m0.69%	0.69%	Added +2.3k	+2,305 9.4%
36	VISA INC COM CL A V	V	5,584	$1.3m0.68%	0.68%	Reduced -285	-285 -4.9%
37	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	25,730	$1.3m0.66%	0.66%	Added +902	+902 3.6%
38	ISHARES TR S&P 500 VAL ETF IVE	IVE	7,521	$1.2m0.62%	0.62%	Added +750	+750 11.1%
39	TESLA INC COM TSLA	TSLA	4,583	$1.2m0.61%	0.61%	Reduced -325	-325 -6.6%
40	ISHARES TR RUS 1000 ETF IWB	IWB	4,910	$1.2m0.61%	0.61%	Unchanged
41	ISHARES TR TIPS BD ETF TIP	TIP	10,783	$1.2m0.59%	0.59%	Reduced -350	-350 -3.1%
42	ISHARES TR MSCI EAFE ETF EFA	EFA	15,591	$1.1m0.58%	0.58%	Reduced -225	-225 -1.4%
43	ALLSTATE CORP COM ALL	ALL	10,100	$1.1m0.56%	0.56%	Reduced -409	-409 -3.9%
44	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	16,750	$1.0m0.53%	0.53%	Reduced -1.0k	-1,025 -5.8%
45	ABBOTT LABS COM ABT	ABT	9,468	$1.0m0.53%	0.53%	Unchanged
46	MERCK & CO INC COM MRK	MRK	8,936	$1.0m0.53%	0.53%	Reduced -150	-150 -1.6%
47	HOME DEPOT INC COM HD	HD	3,307	$1.0m0.52%	0.52%	Reduced -70	-70 -2.1%
48	CISCO SYS INC COM CSCO	CSCO	19,315	$999.4k0.51%	0.51%	Added +70	+70 0.4%
49	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	2,815	$962.6k0.49%	0.49%	Reduced -55	-55 -1.9%
50	REALTY INCOME CORP COM O	O	16,017	$957.7k0.49%	0.49%	Reduced -2.1k	-2,053 -11.4%
51	ISHARES TR S&P 500 GRWT ETF IVW	IVW	13,565	$956.1k0.49%	0.49%	Added +542	+542 4.2%
52	ESSEX PPTY TR INC COM ESS	ESS	4,019	$941.8k0.48%	0.48%	Reduced -25	-25 -0.6%
53	ELI LILLY & CO COM LLY	LLY	2,002	$938.9k0.48%	0.48%	Added +10	+10 0.5%
54	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	11,250	$850.2k0.43%	0.43%	Unchanged
55	ISHARES TR CORE S&P500 ETF IVV	IVV	1,861	$829.5k0.42%	0.42%	Reduced -10	-10 -0.5%
56	CATERPILLAR INC COM CAT	CAT	3,337	$821.1k0.42%	0.42%	Added +140	+140 4.4%
57	APPLIED MATLS INC COM AMAT	AMAT	5,545	$801.5k0.41%	0.41%	Added +635	+635 12.9%
58	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	26,710	$786.3k0.40%	0.40%	Unchanged
59	RTX CORPORATION COM RTX	RTX	7,971	$780.8k0.40%	0.40%	Added +13	+13 0.2%
60	DISCOVER FINL SVCS COM DFS	DFS	6,640	$775.9k0.40%	0.40%	Reduced -1.0k	-1,000 -13.1%
61	ARCHER DANIELS MIDLAND CO COM ADM	ADM	10,085	$762.0k0.39%	0.39%	Reduced -150	-150 -1.5%
62	ISHARES TR IBOXX INV CP ETF LQD	LQD	7,000	$757.0k0.39%	0.39%	Reduced -5	-5 -0.1%
63	EQUITY LIFESTYLE PPTYS INC COM ELS	ELS	11,056	$739.6k0.38%	0.38%	Unchanged
64	ALBEMARLE CORP COM ALB	ALB	3,080	$687.1k0.35%	0.35%	Reduced -25	-25 -0.8%
65	PROCTER AND GAMBLE CO COM PG	PG	4,395	$666.9k0.34%	0.34%	Added +35	+35 0.8%
66	MCDONALDS CORP COM MCD	MCD	2,219	$662.2k0.34%	0.34%	Reduced -30	-30 -1.3%
67	WALMART INC COM WMT	WMT	4,170	$655.6k0.33%	0.33%	Reduced -110	-110 -2.6%
68	D R HORTON INC COM DHI	DHI	5,362	$652.5k0.33%	0.33%	Added +122	+122 2.3%
69	INTEL CORP COM INTC	INTC	18,985	$634.9k0.32%	0.32%	Reduced -750	-750 -3.8%
70	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,427	$632.6k0.32%	0.32%	Added +190	+190 15.4%
71	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,236	$606.0k0.31%	0.31%	Reduced -248	-248 -7.1%
72	DEERE & CO COM DE	DE	1,423	$576.6k0.29%	0.29%	Added +166	+166 13.2%
73	FISERV INC COM FISV	FISV	4,470	$563.9k0.29%	0.29%	Added +20	+20 0.5%
74	BROADCOM INC COM AVGO	AVGO	650	$563.8k0.29%	0.29%	Reduced -13	-13 -2.0%
75	COMCAST CORP NEW CL A CMCSA	CMCSA	13,519	$561.7k0.29%	0.29%	Added +300	+300 2.3%
76	UNION PAC CORP COM UNP	UNP	2,714	$555.3k0.28%	0.28%	Added +25	+25 0.9%
77	GOLDMAN SACHS GROUP INC COM GS	GS	1,717	$553.8k0.28%	0.28%	Added +105	+105 6.5%
78	FEDEX CORP COM FDX	FDX	2,226	$552.0k0.28%	0.28%	Unchanged
79	NETFLIX INC COM NFLX	NFLX	1,252	$551.5k0.28%	0.28%	Added +25	+25 2.0%
80	STARBUCKS CORP COM SBUX	SBUX	5,470	$541.9k0.28%	0.28%	Added +205	+205 3.9%
81	PROLOGIS INC. COM PLD	PLD	4,262	$522.6k0.27%	0.27%	Reduced -61	-61 -1.4%
82	DISNEY WALT CO COM DIS	DIS	5,830	$520.5k0.27%	0.27%	Reduced -107	-107 -1.8%
83	POLARIS INC COM PII	PII	4,290	$518.8k0.26%	0.26%	Unchanged
84	PFIZER INC COM PFE	PFE	13,825	$507.1k0.26%	0.26%	Reduced -775	-775 -5.3%
85	ISHARES TR 1 3 YR TREAS BD SHY	SHY	6,250	$506.8k0.26%	0.26%	Unchanged
86	AIR PRODS & CHEMS INC COM APD	APD	1,684	$504.7k0.26%	0.26%	Added +1	+1 0.1%
87	ISHARES TR MSCI UK ETF NEW EWU	EWU	15,485	$500.9k0.26%	0.26%	Reduced -1.2k	-1,187 -7.1%
88	COLGATE PALMOLIVE CO COM CL	CL	6,238	$480.6k0.24%	0.24%	Reduced -260	-260 -4.0%
89	GENUINE PARTS CO COM GPC	GPC	2,825	$478.1k0.24%	0.24%	Unchanged
90	HONEYWELL INTL INC COM COM		2,277	$472.5k0.24%	0.24%	Reduced -35	-35 -1.5%
91	CUMMINS INC COM CMI	CMI	1,927	$472.4k0.24%	0.24%	Reduced -75	-75 -3.8%
92	SYNOPSYS INC COM SNPS	SNPS	1,065	$463.7k0.24%	0.24%	Reduced -115	-115 -9.8%
93	GENERAL DYNAMICS CORP COM GD	GD	2,140	$460.4k0.23%	0.23%	Unchanged
94	PACIFIC BIOSCIENCES CALIF IN COM PACB	PACB	34,000	$452.2k0.23%	0.23%	New
95	MARRIOTT INTL INC NEW CL A MAR	MAR	2,460	$452.0k0.23%	0.23%	Reduced -50	-50 -2.0%
96	INTUIT COM INTU	INTU	976	$447.2k0.23%	0.23%	Reduced -35	-35 -3.5%
97	ALPS ETF TR ALERIAN MLP AMLP	AMLP	11,300	$443.1k0.23%	0.23%	Reduced -2.5k	-2,500 -18.1%
98	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	2,622	$439.1k0.22%	0.22%	Added +56	+56 2.2%
99	EMERSON ELEC CO COM EMR	EMR	4,845	$437.9k0.22%	0.22%	Reduced -75	-75 -1.5%
100	LINDE PLC SHS LIN	LIN	1,146	$436.7k0.22%	0.22%	Reduced -130	-130 -10.2%

Sold out since Q1 2023

Security	Ticker	Shares held before	Value then
ABB LTD ABBNY	ABBNY	9,410	$322.8k9.4k shares
VANGUARD INDEX FDS VOE	VOE	1,660	$222.6k1.7k shares
PAYCHEX INC PAYX	PAYX	1,930	$221.2k1.9k shares
AGILENT TECHNOLOGIES INC A	A	1,543	$213.5k1.5k shares
SYSCO CORP SYY	SYY	2,645	$204.3k2.6k shares
METLIFE INC MET	MET	3,299	$191.1k3.3k shares