TIEMANN INVESTMENT ADVISORS, LLC

MENLO PARK, CA · CIK 1575151 · 13F filing filed 2025-08-08

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

Kindwealth
Others nearbyMenlo Park, CA

$244.1m reported value +10.8% vs Q1 2025

199positions

43.3%in top 10

10 new 61 added 75 reduced 3 sold out vs Q1 2025

Holdings, Q2 2025

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	187,409	$18.6m7.62%	7.62%	Added +13.9k	+13,882 8.0%
2	MICROSOFT CORP COM MSFT	MSFT	27,600	$13.7m5.62%	5.62%	Reduced -220	-220 -0.8%
3	ISHARES TR CORE TOTAL USD IUSB	IUSB	286,808	$13.3m5.43%	5.43%	Added +76	+76 0.0%
4	APPLE INC COM AAPL	AAPL	61,188	$12.6m5.14%	5.14%	Reduced -249	-249 -0.4%
5	ISHARES TR CORE MSCI EAFE IEFA	IEFA	133,324	$11.1m4.56%	4.56%	Added +830	+830 0.6%
6	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	176,768	$9.0m3.67%	3.67%	Added +41.2k	+41,231 30.4%
7	GOLDMAN SACHS ETF TR ULTRA SHORT BOND GSST	GSST	171,069	$8.6m3.54%	3.54%	Added +40.0k	+40,005 30.5%
8	NVIDIA CORPORATION COM NVDA	NVDA	47,563	$7.5m3.08%	3.08%	Reduced -1.2k	-1,222 -2.5%
9	ORACLE CORP COM ORCL	ORCL	28,365	$6.2m2.54%	2.54%	Reduced -7.7k	-7,666 -21.3%
10	JPMORGAN CHASE & CO COM JPM	JPM	17,768	$5.2m2.11%	2.11%	Unchanged
11	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	9,610	$4.7m1.91%	1.91%	Reduced -25	-25 -0.3%
12	AMAZON COM INC COM AMZN	AMZN	16,712	$3.7m1.50%	1.50%	Reduced -50	-50 -0.3%
13	SPDR INDEX SHS FDS MSCI ACWI EXUS CWI	CWI	110,878	$3.6m1.48%	1.48%	Reduced -2.3k	-2,340 -2.1%
14	ALPHABET INC CAP STK CL A GOOGL	GOOGL	19,292	$3.4m1.39%	1.39%	Reduced -10	-10 -0.1%
15	SALESFORCE INC COM CRM	CRM	10,026	$2.7m1.12%	1.12%	Added +200	+200 2.0%
16	COSTCO WHSL CORP NEW COM COST	COST	2,610	$2.6m1.06%	1.06%	Reduced -55	-55 -2.1%
17	ISHARES TR CORE S&P SCP ETF IJR	IJR	23,049	$2.5m1.03%	1.03%	Reduced -679	-679 -2.9%
18	ISHARES TR SP SMCP600VL ETF IJS	IJS	24,223	$2.4m0.99%	0.99%	Added +633	+633 2.7%
19	SPDR GOLD TR GOLD SHS GLD	GLD	7,762	$2.4m0.97%	0.97%	Unchanged
20	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	18,926	$2.3m0.96%	0.96%	Added +385	+385 2.1%
21	ALPHABET INC CAP STK CL C GOOG	GOOG	11,609	$2.1m0.84%	0.84%	Reduced -1.1k	-1,085 -8.6%
22	ISHARES TR CORE S&P MCP ETF IJH	IJH	32,937	$2.0m0.84%	0.84%	Added +380	+380 1.2%
23	J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT JPEM	JPEM	35,942	$2.0m0.83%	0.83%	Added +1.0k	+1,025 2.9%
24	ABBVIE INC COM ABBV	ABBV	10,330	$1.9m0.79%	0.79%	Reduced -235	-235 -2.2%
25	ISHARES TR S&P SML 600 GWT IJT	IJT	14,247	$1.9m0.78%	0.78%	Added +316	+316 2.3%
26	BROADCOM INC COM AVGO	AVGO	6,715	$1.9m0.76%	0.76%	Reduced -35	-35 -0.5%
27	ISHARES TR S&P MC 400GR ETF IJK	IJK	19,908	$1.8m0.74%	0.74%	Added +535	+535 2.8%
28	JOHNSON & JOHNSON COM JNJ	JNJ	11,348	$1.7m0.71%	0.71%	Reduced -165	-165 -1.4%
29	VISA INC COM CL A V	V	4,860	$1.7m0.71%	0.71%	Added +51	+51 1.1%
30	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	21,260	$1.7m0.69%	0.69%	Added +13.7k	+13,660 179.7%
31	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	2,933	$1.7m0.68%	0.68%	Reduced -175	-175 -5.6%
32	ISHARES TR RUS 1000 ETF IWB	IWB	4,810	$1.6m0.67%	0.67%	Unchanged
33	NETFLIX INC COM NFLX	NFLX	1,190	$1.6m0.65%	0.65%	Reduced -30	-30 -2.5%
34	CAPITAL ONE FINL CORP COM COF	COF	7,463	$1.6m0.65%	0.65%	New
35	ISHARES TR S&P 500 VAL ETF IVE	IVE	8,044	$1.6m0.64%	0.64%	Added +267	+267 3.4%
36	ISHARES TR MSCI EMG MKT ETF EEM	EEM	32,525	$1.6m0.64%	0.64%	Reduced -1.0k	-1,040 -3.1%
37	ALLSTATE CORP COM ALL	ALL	7,295	$1.5m0.60%	0.60%	Reduced -300	-300 -4.0%
38	ELI LILLY & CO COM LLY	LLY	1,842	$1.4m0.59%	0.59%	Unchanged
39	ISHARES TR CORE S&P500 ETF IVV	IVV	2,184	$1.4m0.56%	0.56%	Added +30	+30 1.4%
40	LOWES COS INC COM LOW	LOW	6,093	$1.4m0.55%	0.55%	Added +100	+100 1.7%
41	ABBOTT LABS COM ABT	ABT	9,748	$1.3m0.54%	0.54%	Added +50	+50 0.5%
42	CISCO SYS INC COM CSCO	CSCO	18,802	$1.3m0.53%	0.53%	Added +325	+325 1.8%
43	ISHARES TR S&P 500 GRWT ETF IVW	IVW	11,824	$1.3m0.53%	0.53%	Reduced -557	-557 -4.5%
44	CONSTELLATION ENERGY CORP COM CEG	CEG	3,942	$1.3m0.52%	0.52%	Reduced -15	-15 -0.4%
45	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	16,600	$1.2m0.51%	0.51%	Reduced -725	-725 -4.2%
46	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	2,288	$1.2m0.51%	0.51%	Reduced -5	-5 -0.2%
47	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	17,428	$1.2m0.50%	0.50%	Unchanged
48	TESLA INC COM TSLA	TSLA	3,715	$1.2m0.48%	0.48%	Unchanged
49	ESSEX PPTY TR INC COM ESS	ESS	4,035	$1.1m0.47%	0.47%	Reduced -34	-34 -0.8%
50	WALMART INC COM WMT	WMT	11,564	$1.1m0.46%	0.46%	Added +126	+126 1.1%
51	FLEXSHARES TR IBOXX 3R TARGT TDTT	TDTT	46,387	$1.1m0.46%	0.46%	Added +5.5k	+5,471 13.4%
52	CATERPILLAR INC COM CAT	CAT	2,874	$1.1m0.46%	0.46%	Reduced -280	-280 -8.9%
53	GOLDMAN SACHS GROUP INC COM GS	GS	1,560	$1.1m0.45%	0.45%	Added +50	+50 3.3%
54	ISHARES INC CORE MSCI EMKT IEMG	IEMG	17,653	$1.1m0.43%	0.43%	Added +855	+855 5.1%
55	ISHARES TR MSCI EAFE ETF EFA	EFA	11,344	$1.0m0.42%	0.42%	Unchanged
56	HOME DEPOT INC COM HD	HD	2,751	$1.0m0.41%	0.41%	Added +5	+5 0.2%
57	RTX CORPORATION COM RTX	RTX	6,906	$1.0m0.41%	0.41%	Reduced -760	-760 -9.9%
58	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	18,286	$974.5k0.40%	0.40%	Reduced -674	-674 -3.5%
59	FLEXSHARES TR IBOXX 5YR TRGT TDTF	TDTF	38,956	$938.1k0.38%	0.38%	Added +5.5k	+5,500 16.4%
60	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,469	$907.4k0.37%	0.37%	Added +15	+15 1.0%
61	ISHARES TR MSCI UK ETF NEW EWU	EWU	21,485	$853.4k0.35%	0.35%	Reduced -550	-550 -2.5%
62	GE AEROSPACE COM NEW GE	GE	3,104	$798.9k0.33%	0.33%	Added +50	+50 1.6%
63	INTUIT COM INTU	INTU	993	$782.1k0.32%	0.32%	Added +17	+17 1.7%
64	APPLIED MATLS INC COM AMAT	AMAT	4,135	$757.0k0.31%	0.31%	Reduced -635	-635 -13.3%
65	UNITEDHEALTH GROUP INC COM UNH	UNH	2,393	$746.5k0.31%	0.31%	Reduced -276	-276 -10.3%
66	BANK AMERICA CORP COM BAC	BAC	15,100	$714.5k0.29%	0.29%	Added +1.1k	+1,110 7.9%
67	EQUITY LIFESTYLE PPTYS INC COM ELS	ELS	11,248	$693.6k0.28%	0.28%	Reduced -214	-214 -1.9%
68	PROCTER AND GAMBLE CO COM PG	PG	4,315	$687.4k0.28%	0.28%	Added +441	+441 11.4%
69	ISHARES TR TIPS BD ETF TIP	TIP	6,095	$670.7k0.27%	0.27%	Reduced -12	-12 -0.2%
70	AMERICAN EXPRESS CO COM AXP	AXP	2,044	$652.0k0.27%	0.27%	Reduced -180	-180 -8.1%
71	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	21,510	$649.4k0.27%	0.27%	Added +8.0k	+8,000 59.2%
72	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,960	$638.8k0.26%	0.26%	Unchanged
73	MCDONALDS CORP COM MCD	MCD	2,146	$627.0k0.26%	0.26%	Reduced -5	-5 -0.2%
74	MARRIOTT INTL INC NEW CL A MAR	MAR	2,266	$619.1k0.25%	0.25%	Added +26	+26 1.2%
75	DEERE & CO COM DE	DE	1,155	$587.3k0.24%	0.24%	Reduced -10	-10 -0.9%
76	EMERSON ELEC CO COM EMR	EMR	4,360	$581.3k0.24%	0.24%	Unchanged
77	MERCK & CO INC COM MRK	MRK	7,249	$573.8k0.24%	0.24%	Reduced -680	-680 -8.6%
78	DISNEY WALT CO COM DIS	DIS	4,565	$566.1k0.23%	0.23%	Added +95	+95 2.1%
79	CUMMINS INC COM CMI	CMI	1,689	$553.1k0.23%	0.23%	Added +18	+18 1.1%
80	COLGATE PALMOLIVE CO COM CL	CL	6,083	$552.9k0.23%	0.23%	Added +125	+125 2.1%
81	D R HORTON INC COM DHI	DHI	4,212	$543.0k0.22%	0.22%	Reduced -645	-645 -13.3%
82	CARDINAL HEALTH INC COM CAH	CAH	3,230	$542.6k0.22%	0.22%	Added +100	+100 3.2%
83	NUSCALE PWR CORP CL A COM SMR	SMR	13,500	$534.1k0.22%	0.22%	Reduced -500	-500 -3.6%
84	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,780	$524.7k0.21%	0.21%	Added +85	+85 5.0%
85	HONEYWELL INTL INC COM COM		2,247	$523.3k0.21%	0.21%	Added +135	+135 6.4%
86	J P MORGAN EXCHANGE TRADED F INTRNL RES EQT JIRE	JIRE	7,115	$503.5k0.21%	0.21%	Added +3.1k	+3,100 77.2%
87	MORGAN STANLEY COM NEW MS	MS	3,496	$492.4k0.20%	0.20%	Reduced -125	-125 -3.5%
88	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	19,332	$489.1k0.20%	0.20%	Reduced -160	-160 -0.8%
89	UNION PAC CORP COM UNP	UNP	2,119	$487.5k0.20%	0.20%	Reduced -50	-50 -2.3%
90	FAIR ISAAC CORP COM FICO	FICO	265	$484.4k0.20%	0.20%	Unchanged
91	GENERAL DYNAMICS CORP COM GD	GD	1,655	$482.7k0.20%	0.20%	Added +40	+40 2.5%
92	MCKESSON CORP COM MCK	MCK	640	$469.0k0.19%	0.19%	Unchanged
93	DUKE ENERGY CORP NEW COM NEW DUK	DUK	3,940	$464.9k0.19%	0.19%	Reduced -383	-383 -8.9%
94	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	9,355	$462.7k0.19%	0.19%	Reduced -550	-550 -5.5%
95	AT&T INC COM T	T	15,929	$461.0k0.19%	0.19%	Unchanged
96	FISERV INC COM FISV	FISV	2,655	$457.7k0.19%	0.19%	Unchanged
97	ISHARES TR IBOXX INV CP ETF LQD	LQD	4,173	$457.4k0.19%	0.19%	Reduced -351	-351 -7.8%
98	KLA CORP COM NEW KLAC	KLAC	502	$449.7k0.18%	0.18%	Reduced -20	-20 -3.8%
99	AMERICAN TOWER CORP NEW COM AMT	AMT	2,030	$448.6k0.18%	0.18%	Added +156	+156 8.3%
100	ISHARES INC MSCI NETHERL ETF EWN	EWN	8,225	$448.3k0.18%	0.18%	Unchanged

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
DISCOVER FINL SVCS DFS	DFS	6,667	$1.1m6.7k shares
BRISTOL-MYERS SQUIBB CO BMY	BMY	4,031	$245.9k4.0k shares
AMPHASTAR PHARMACEUTICALS IN AMPH	AMPH	6,962	$201.8k7.0k shares