TIEMANN INVESTMENT ADVISORS, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
TIEMANN INVESTMENT ADVISORS, LLC 13F Holdings
CIK 0001575151 · MENLO PARK, CA
As of Sep 30, 2025, TIEMANN INVESTMENT ADVISORS, LLC reported
206 positions worth $260.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 195,008 |
|
9.5M7.51% |
| APPLE INC | AAPL | Technology | 61,252 |
5.6M | 5.99% |
| MICROSOFT CORP | MSFT | Technology | 27,372 |
4.2M | 5.45% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 294,387 |
3.8M | 5.29% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 133,383 |
1.6M | 4.48% |
| NVIDIA CORP | NVDA | Technology | 46,249 | $8.6M | 3.32% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 160,563 | $8.1M | 3.13% |
| ORACLE CORP | ORCL | Technology | 28,440 | $8.0M | 3.07% |
| GOLDMAN SACHS ULTRA SHORT BOND ETF | GSST | — | 153,756 | $7.8M | 3.00% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 17,598 | $5.6M | 2.13% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 9,595 | $4.8M | 1.85% |
| ALPHABET INC | GOOGL | Equity | 19,097 | $4.6M | 1.78% |
| SPDR(R) MSCI ACWI EX-US ETF | CWI | — | 110,242 | $3.8M | 1.48% |
| AMAZON.COM INC | AMZN | Equity | 16,422 | $3.6M | 1.39% |
| ALPHABET INC | GOOG | Equity | 11,529 | $2.8M | 1.08% |
| SPDR GOLD TRUST | GQ9 | — | 7,742 | $2.8M | 1.06% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 22,818 | $2.7M | 1.04% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | IJS | — | 24,488 | $2.7M | 1.04% |
| ISHARES S&P MID-CAP 400 VALUE ETF | IJJ | — | 18,976 | $2.5M | 0.95% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 2,595 | $2.4M | 0.92% |
| ABBVIE INC | ABBV | Equity | 10,173 | $2.4M | 0.91% |
| SALESFORCE INC | CRM | Technology | 9,755 | $2.3M | 0.89% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 34,497 | $2.3M | 0.87% |
| JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | JPEM | — | 37,092 | $2.2M | 0.84% |
| BROADCOM INC | AVGO | Technology | 6,415 | $2.1M | 0.81% |