TIEMANN INVESTMENT ADVISORS, LLC

MENLO PARK, CA · CIK 1575151 · 13F filing filed 2024-08-12

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

$224.7m reported value +0.5% vs Q1 2024

192positions

41.0%in top 10

4 new 40 added 89 reduced 9 sold out vs Q1 2024

Holdings, Q2 2024

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	ISHARES TR CORE US AGGBD ET AGG	AGG	151,071	$14.7m6.53%	6.53%	Added +5.4k	+5,388 3.7%
2	APPLE INC COM AAPL	AAPL	65,232	$13.7m6.11%	6.11%	Reduced -2.0k	-2,034 -3.0%
3	MICROSOFT CORP COM MSFT	MSFT	29,682	$13.3m5.90%	5.90%	Reduced -863	-863 -2.8%
4	ISHARES TR CORE TOTAL USD IUSB	IUSB	272,452	$12.3m5.48%	5.48%	Added +4.3k	+4,330 1.6%
5	ISHARES TR CORE MSCI EAFE IEFA	IEFA	136,780	$9.9m4.42%	4.42%	Reduced -1.2k	-1,186 -0.9%
6	NVIDIA CORPORATION COM NVDA	NVDA	64,890	$8.0m3.57%	3.57%	Reduced -3.1k	-3,070 -4.5%
7	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	131,257	$6.6m2.95%	2.95%	Added +1.1k	+1,089 0.8%
8	GOLDMAN SACHS ETF TR ULTRA SHORT BOND GSST	GSST	103,232	$5.2m2.31%	2.31%	Added +2.1k	+2,144 2.1%
9	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	10,735	$4.4m1.94%	1.94%	Reduced -60	-60 -0.6%
10	ORACLE CORP COM ORCL	ORCL	29,035	$4.1m1.82%	1.82%	Reduced -1.4k	-1,407 -4.6%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	22,320	$4.1m1.81%	1.81%	Reduced -480	-480 -2.1%
12	JPMORGAN CHASE & CO COM JPM	JPM	19,187	$3.9m1.73%	1.73%	Reduced -235	-235 -1.2%
13	SPDR INDEX SHS FDS MSCI ACWI EXUS CWI	CWI	128,150	$3.6m1.61%	1.61%	Reduced -655	-655 -0.5%
14	AMAZON COM INC COM AMZN	AMZN	17,875	$3.5m1.54%	1.54%	Reduced -40	-40 -0.2%
15	COSTCO WHSL CORP NEW COM COST	COST	3,119	$2.7m1.18%	1.18%	Unchanged
16	SALESFORCE INC COM CRM	CRM	9,875	$2.5m1.13%	1.13%	Reduced -313	-313 -3.1%
17	ISHARES TR CORE S&P SCP ETF IJR	IJR	23,737	$2.5m1.13%	1.13%	Added +207	+207 0.9%
18	ALPHABET INC CAP STK CL C GOOG	GOOG	13,565	$2.5m1.11%	1.11%	Reduced -83	-83 -0.6%
19	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	20,388	$2.3m1.03%	1.03%	Added +32	+32 0.2%
20	ISHARES TR SP SMCP600VL ETF IJS	IJS	23,393	$2.3m1.01%	1.01%	Added +489	+489 2.1%
21	ISHARES TR CORE S&P MCP ETF IJH	IJH	33,323	$2.0m0.87%	0.87%	Reduced -1.4k	-1,392 -4.0%
22	J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT JPEM	JPEM	35,393	$1.9m0.85%	0.85%	Reduced -25	-25 -0.1%
23	ABBVIE INC COM ABBV	ABBV	11,136	$1.9m0.85%	0.85%	Unchanged
24	SPDR GOLD TR GOLD SHS GLD	GLD	8,827	$1.9m0.84%	0.84%	Reduced -10	-10 -0.1%
25	CLOUDFLARE INC CL A COM NET	NET	22,141	$1.8m0.82%	0.82%	Unchanged
26	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	3,372	$1.8m0.80%	0.80%	Reduced -15	-15 -0.4%
27	ISHARES TR S&P MC 400GR ETF IJK	IJK	20,406	$1.8m0.80%	0.80%	Reduced -290	-290 -1.4%
28	ISHARES TR S&P SML 600 GWT IJT	IJT	13,978	$1.8m0.80%	0.80%	Added +98	+98 0.7%
29	ELI LILLY & CO COM LLY	LLY	1,980	$1.8m0.80%	0.80%	Reduced -27	-27 -1.4%
30	LOWES COS INC COM LOW	LOW	7,958	$1.8m0.78%	0.78%	Reduced -85	-85 -1.1%
31	ISHARES TR MSCI EMG MKT ETF EEM	EEM	40,390	$1.7m0.77%	0.77%	Reduced -5.2k	-5,212 -11.4%
32	JOHNSON & JOHNSON COM JNJ	JNJ	11,763	$1.7m0.77%	0.77%	Reduced -470	-470 -3.8%
33	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	18,362	$1.7m0.75%	0.75%	Reduced -125	-125 -0.7%
34	UNITEDHEALTH GROUP INC COM UNH	UNH	2,984	$1.5m0.68%	0.68%	Reduced -60	-60 -2.0%
35	ALLSTATE CORP COM ALL	ALL	8,995	$1.4m0.64%	0.64%	Reduced -550	-550 -5.8%
36	ISHARES TR RUS 1000 ETF IWB	IWB	4,810	$1.4m0.64%	0.64%	Unchanged
37	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	27,860	$1.4m0.64%	0.64%	Reduced -200	-200 -0.7%
38	ISHARES TR S&P 500 VAL ETF IVE	IVE	7,832	$1.4m0.63%	0.63%	Added +50	+50 0.6%
39	VISA INC COM CL A V	V	5,249	$1.4m0.61%	0.61%	Unchanged
40	ISHARES TR S&P 500 GRWT ETF IVW	IVW	14,424	$1.3m0.59%	0.59%	Added +227	+227 1.6%
41	APPLIED MATLS INC COM AMAT	AMAT	5,510	$1.3m0.58%	0.58%	Reduced -110	-110 -2.0%
42	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	17,075	$1.2m0.52%	0.52%	Unchanged
43	CATERPILLAR INC COM CAT	CAT	3,447	$1.1m0.51%	0.51%	Added +10	+10 0.3%
44	MERCK & CO INC COM MRK	MRK	8,989	$1.1m0.50%	0.50%	Added +35	+35 0.4%
45	ESSEX PPTY TR INC COM ESS	ESS	4,069	$1.1m0.49%	0.49%	Added +50	+50 1.2%
46	ABBOTT LABS COM ABT	ABT	10,123	$1.1m0.47%	0.47%	Added +425	+425 4.4%
47	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	2,347	$1.0m0.46%	0.46%	Reduced -100	-100 -4.1%
48	HOME DEPOT INC COM HD	HD	2,991	$1.0m0.46%	0.46%	Reduced -315	-315 -9.5%
49	FLEXSHARES TR IBOXX 3R TARGT TDTT	TDTT	42,733	$1.0m0.45%	0.45%	Reduced -4.8k	-4,850 -10.2%
50	BROADCOM INC COM AVGO	AVGO	626	$1.0m0.45%	0.45%	Reduced -22	-22 -3.4%
51	ISHARES TR CORE S&P500 ETF IVV	IVV	1,826	$999.2k0.44%	0.44%	Reduced -38	-38 -2.0%
52	ISHARES TR MSCI EAFE ETF EFA	EFA	11,697	$916.3k0.41%	0.41%	Reduced -910	-910 -7.2%
53	DISCOVER FINL SVCS COM DFS	DFS	6,652	$870.1k0.39%	0.39%	Unchanged
54	ISHARES INC CORE MSCI EMKT IEMG	IEMG	16,246	$869.6k0.39%	0.39%	Added +1.9k	+1,925 13.4%
55	CONSTELLATION ENERGY CORP COM CEG	CEG	4,314	$864.0k0.38%	0.38%	Reduced -85	-85 -1.9%
56	CISCO SYS INC COM CSCO	CSCO	17,652	$838.6k0.37%	0.37%	Reduced -1.2k	-1,163 -6.2%
57	WALMART INC COM WMT	WMT	12,253	$829.7k0.37%	0.37%	Added +35	+35 0.3%
58	NETFLIX INC COM NFLX	NFLX	1,199	$809.2k0.36%	0.36%	Reduced -10	-10 -0.8%
59	TESLA INC COM TSLA	TSLA	4,062	$803.8k0.36%	0.36%	Reduced -608	-608 -13.0%
60	RTX CORPORATION COM RTX	RTX	7,899	$793.0k0.35%	0.35%	Added +200	+200 2.6%
61	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,454	$791.5k0.35%	0.35%	Reduced -13	-13 -0.9%
62	GOLDMAN SACHS GROUP INC COM GS	GS	1,672	$756.3k0.34%	0.34%	Unchanged
63	EQUITY LIFESTYLE PPTYS INC COM ELS	ELS	11,256	$733.1k0.33%	0.33%	Reduced -430	-430 -3.7%
64	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	9,310	$714.1k0.32%	0.32%	Reduced -1.3k	-1,275 -12.1%
65	D R HORTON INC COM DHI	DHI	5,022	$707.8k0.31%	0.31%	Reduced -150	-150 -2.9%
66	PROCTER AND GAMBLE CO COM PG	PG	4,285	$706.7k0.31%	0.31%	Added +25	+25 0.6%
67	FLEXSHARES TR IBOXX 5YR TRGT TDTF	TDTF	29,876	$699.1k0.31%	0.31%	Reduced -1.0k	-1,000 -3.2%
68	ISHARES TR TIPS BD ETF TIP	TIP	6,443	$688.0k0.31%	0.31%	Reduced -382	-382 -5.6%
69	ISHARES TR MSCI UK ETF NEW EWU	EWU	19,135	$667.4k0.30%	0.30%	Added +1.2k	+1,200 6.7%
70	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,243	$658.1k0.29%	0.29%	Added +1	+1 0.0%
71	FEDEX CORP COM FDX	FDX	2,181	$654.1k0.29%	0.29%	Reduced -10	-10 -0.5%
72	INTUIT COM INTU	INTU	986	$648.0k0.29%	0.29%	Reduced -30	-30 -3.0%
73	MARRIOTT INTL INC NEW CL A MAR	MAR	2,588	$625.8k0.28%	0.28%	Reduced -24	-24 -0.9%
74	AMERICAN EXPRESS CO COM AXP	AXP	2,651	$613.8k0.27%	0.27%	Unchanged
75	GENERAL DYNAMICS CORP COM GD	GD	2,115	$613.6k0.27%	0.27%	Reduced -10	-10 -0.5%
76	COLGATE PALMOLIVE CO COM CL	CL	6,058	$587.9k0.26%	0.26%	Unchanged
77	SYNOPSYS INC COM SNPS	SNPS	985	$586.1k0.26%	0.26%	Unchanged
78	NOVO-NORDISK A S ADR NVO	NVO	4,050	$578.1k0.26%	0.26%	Unchanged
79	BANK AMERICA CORP COM BAC	BAC	14,475	$575.7k0.26%	0.26%	Added +625	+625 4.5%
80	UNION PAC CORP COM UNP	UNP	2,461	$556.8k0.25%	0.25%	Reduced -183	-183 -6.9%
81	DISNEY WALT CO COM DIS	DIS	5,605	$556.5k0.25%	0.25%	Reduced -35	-35 -0.6%
82	EMERSON ELEC CO COM EMR	EMR	4,945	$544.7k0.24%	0.24%	Unchanged
83	INTEL CORP COM INTC	INTC	17,570	$544.1k0.24%	0.24%	Reduced -1.1k	-1,050 -5.6%
84	FISERV INC COM FISV	FISV	3,645	$543.3k0.24%	0.24%	Reduced -10	-10 -0.3%
85	MCDONALDS CORP COM MCD	MCD	2,129	$542.6k0.24%	0.24%	Reduced -50	-50 -2.3%
86	ISHARES TR IBOXX INV CP ETF LQD	LQD	4,975	$533.0k0.24%	0.24%	Reduced -355	-355 -6.7%
87	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	17,460	$518.6k0.23%	0.23%	Reduced -3.2k	-3,250 -15.7%
88	CUMMINS INC COM CMI	CMI	1,852	$512.9k0.23%	0.23%	Reduced -100	-100 -5.1%
89	DEERE & CO COM DE	DE	1,365	$510.0k0.23%	0.23%	Reduced -65	-65 -4.5%
90	REALTY INCOME CORP COM O	O	9,582	$506.1k0.23%	0.23%	Added +278	+278 3.0%
91	GE AEROSPACE COM NEW GE	GE	3,124	$496.6k0.22%	0.22%	Unchanged
92	HONEYWELL INTL INC COM COM		2,267	$484.1k0.22%	0.22%	Reduced -20	-20 -0.9%
93	KLA CORP COM NEW KLAC	KLAC	587	$484.0k0.22%	0.22%	Reduced -65	-65 -10.0%
94	COMCAST CORP NEW CL A CMCSA	CMCSA	12,269	$480.5k0.21%	0.21%	Reduced -450	-450 -3.5%
95	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	9,776	$463.9k0.21%	0.21%	Unchanged
96	DUKE ENERGY CORP NEW COM NEW DUK	DUK	4,523	$453.3k0.20%	0.20%	Reduced -20	-20 -0.4%
97	ARCHER DANIELS MIDLAND CO COM ADM	ADM	7,410	$447.9k0.20%	0.20%	Unchanged
98	FAIR ISAAC CORP COM FICO	FICO	300	$446.6k0.20%	0.20%	Unchanged
99	PROLOGIS INC. COM PLD	PLD	3,953	$444.0k0.20%	0.20%	Reduced -265	-265 -6.3%
100	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	9,865	$431.7k0.19%	0.19%	Reduced -86	-86 -0.9%

Sold out since Q1 2024

Security	Ticker	Shares held before	Value then
NIKE INC NKE	NKE	2,825	$265.5k2.8k shares
OREILLY AUTOMOTIVE INC ORLY	ORLY	208	$234.8k208 shares
CVS HEALTH CORP CVS	CVS	2,914	$232.4k2.9k shares
BRISTOL-MYERS SQUIBB CO BMY	BMY	4,271	$231.6k4.3k shares
AUTOZONE INC AZO	AZO	73	$230.1k73 shares
BROWN FORMAN CORP BF.B	BF.B	4,366	$225.4k4.4k shares
STRYKER CORPORATION SYK	SYK	605	$216.5k605 shares
LABORATORY CORP AMER HLDGS		963	$210.5k963 shares
VANECK ETF TRUST GDX	GDX	6,110	$193.2k6.1k shares