Tiemann Investment Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Tiemann Investment Advisors, LLC reported 197 stock positions worth $223.7 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 6.4% of the portfolio, followed by Microsoft (MSFT, 5.7%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 5.5%). Compared with Q4 2023, it opened 17 new positions, sold out of 6, added to 48 and reduced 76. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +13%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001575151
- Portfolio Value
- $223.7M (Q1 2024)
- SEC Filing
- 0001575151-24-000004 ↗ filed May 13, 2024
Holdings Value
Holdings 197 stocks · $223.7M
| AGG iShares Core U.S. Aggregate | 6.38% | 145,683 | $14.3M | Add +12.9% |
| MSFT Microsoft Corp. | 5.75% | 30,545 | $12.9M | Reduce -1.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 5.47% | 268,122 | $12.2M | Add +7.5% |
| AAPL Apple Inc. | 5.16% | 67,266 | $11.5M | Reduce -2.0% |
| IEFA iShares Core MSCI Eafe ETF | 4.58% | 137,966 | $10.2M | Add +2.5% |
| JPST JPMorgan Ultra-Short Income | 2.94% | 130,168 | $6.6M | Add +0.2% |
| NVDA Nvidia Corp. | 2.75% | 6,796 | $6.1M | Reduce -4.4% |
| GSST Goldman Sachs Ultra Short Bo | 2.28% | 101,088 | $5.1M | Add +16.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.03% | 10,795 | $4.5M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 1.74% | 19,422 | $3.9M | Reduce -0.3% |
| ORCL Oracle Corp. | 1.71% | 30,442 | $3.8M | Reduce -1.3% |
| CWI State Street SPDR MSCI Acwi | 1.64% | 128,805 | $3.7M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 1.54% | 22,800 | $3.4M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 1.44% | 17,915 | $3.2M | Add +0.9% |
| CRM Salesforce Inc. | 1.37% | 10,188 | $3.1M | No change |
| IJR iShares Core S&P Small-Cap E | 1.16% | 23,530 | $2.6M | Add +7.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.08% | 20,356 | $2.4M | Reduce -1.0% |
| IJS iShares S&P Small-Cap 600 Va | 1.05% | 22,904 | $2.4M | Reduce -1.4% |
| COST Costco Wholesale Corp. | 1.02% | 3,119 | $2.3M | Add +0.7% |
| NET Cloudflare Inc. Class A | 0.96% | 22,141 | $2.1M | Reduce -8.3% |
| IJH iShares Core S&P Midcap ETF | 0.94% | 34,715 | $2.1M | Add +4.8% |
| GOOG Alphabet Inc. Class C | 0.93% | 13,648 | $2.1M | Reduce -1.0% |
| LOW Lowe's Cos Inc. | 0.92% | 8,043 | $2.0M | No change |
| ABBV Abbvie Inc. | 0.91% | 11,136 | $2.0M | Add +1.1% |
| JNJ Johnson & Johnson | 0.87% | 12,233 | $1.9M | Reduce -2.1% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.85% | 35,418 | $1.9M | Add +7.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.84% | 20,696 | $1.9M | Reduce -1.1% |
| MDY State Street SPDR S&P Midcap | 0.84% | 3,387 | $1.9M | Reduce -3.7% |
| EEM iShares MSCI Emerging Market | 0.84% | 45,602 | $1.9M | Reduce -2.9% |
| GLD SPDR Gold Shares | 0.81% | 8,837 | $1.8M | Reduce -1.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.81% | 13,880 | $1.8M | Reduce -0.7% |
| MCHP Microchip Technology Inc. | 0.74% | 18,487 | $1.7M | Reduce -2.2% |
| ALL Allstate Corp. | 0.74% | 9,545 | $1.7M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.70% | 2,007 | $1.6M | Add +1.3% |
| UNH Unitedhealth Group Inc. | 0.67% | 3,044 | $1.5M | Add +0.8% |
| V Visa Inc. Class A | 0.66% | 5,249 | $1.5M | Reduce -1.6% |
| IVE iShares S&P 500 Value ETF | 0.65% | 7,782 | $1.5M | Add +7.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.65% | 28,060 | $1.4M | Reduce -2.4% |
| IWB iShares Russell 1000 ETF | 0.62% | 4,810 | $1.4M | No change |
| HD Home Depot Inc. | 0.57% | 3,306 | $1.3M | Add +0.5% |
| CAT Caterpillar Inc. | 0.56% | 3,437 | $1.3M | Add +0.3% |
| EWJ iShares MSCI Japan ETF | 0.54% | 17,075 | $1.2M | Reduce -1.0% |
| IVW iShares S&P 500 Growth ETF | 0.54% | 14,197 | $1.2M | Add +8.5% |
| MRK Merck & Co. Inc. | 0.53% | 8,954 | $1.2M | Add +2.3% |
| AMAT Applied Materials Inc. | 0.52% | 5,620 | $1.2M | No change |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.51% | 47,583 | $1.1M | Reduce -14.1% |
| ABT Abbott Laboratories | 0.49% | 9,698 | $1.1M | Add +1.5% |
| EFA iShares MSCI Eafe ETF | 0.45% | 12,607 | $1.0M | Reduce -8.4% |
| ESS Essex Property Trust Inc. | 0.44% | 4,019 | $984K | No change |
| IVV iShares Core S&P 500 ETF | 0.44% | 1,864 | $980K | Add +4.7% |
| ISRG Intuitive Surgical Inc. | 0.44% | 2,447 | $977K | Reduce -2.0% |
| CSCO Cisco Systems Inc. | 0.42% | 18,815 | $939K | Reduce -0.8% |
| DFS Discover Financial Services | 0.39% | 6,652 | $872K | No change |
| AVGO Broadcom Inc. | 0.38% | 648 | $859K | Reduce -3.4% |
| DHI D.R. Horton Inc. | 0.38% | 5,172 | $851K | Reduce -4.6% |
| INTC Intel Corp. | 0.37% | 18,620 | $822K | Reduce -3.0% |
| TSLA Tesla Inc. | 0.37% | 4,670 | $821K | Reduce -11.7% |
| CEG Constellation Energy | 0.36% | 4,399 | $813K | Add +3.5% |
| BSV Vanguard Short-Term Bond ETF | 0.36% | 10,585 | $812K | Reduce -3.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 1,467 | $767K | No change |
| ELS Equity Lifestyle Properties | 0.34% | 11,686 | $753K | Reduce -0.4% |
| RTX RTX Corp. | 0.34% | 7,699 | $751K | No change |
| IEMG iShares Core MSCI Emerging | 0.33% | 14,321 | $739K | Add +11.0% |
| WMT Walmart Inc. | 0.33% | 12,218 | $735K | Reduce -4.4% |
| NFLX Netflix Inc. | 0.33% | 1,209 | $734K | Add +1.9% |
| TIP iShares Tips Bond ETF | 0.33% | 6,825 | $733K | Reduce -16.8% |
| TDTF NT Iboxx 5Y Dur Tips ETF | 0.33% | 30,876 | $730K | Reduce -25.6% |
| GS Goldman Sachs Group Inc. | 0.31% | 1,672 | $698K | Reduce -2.8% |
| PG The Procter & Gamble Co. | 0.31% | 4,260 | $691K | Reduce -2.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 5,640 | $690K | Reduce -2.6% |
| IWM iShares Russell 2000 ETF | 0.30% | 3,242 | $682K | Add +0.1% |
| INTU Intuit Inc. | 0.30% | 1,016 | $660K | Reduce -3.3% |
| MAR Marriott International Class A | 0.29% | 2,612 | $659K | Add +1.0% |
| UNP Union Pacific Corp. | 0.29% | 2,644 | $650K | Reduce -1.9% |
| FDX FedEx Corp. | 0.28% | 2,191 | $635K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.28% | 20,710 | $617K | Reduce -10.8% |
| MCD McDonald's Corp. | 0.27% | 2,179 | $614K | No change |
| EWU iShares MSCI United Kingdom | 0.27% | 17,935 | $614K | No change |
| AXP American Express Co. | 0.27% | 2,651 | $604K | Reduce -0.9% |
| GD General Dynamics Corp. | 0.27% | 2,125 | $600K | No change |
| DE Deere & Co. | 0.26% | 1,430 | $587K | Reduce -1.0% |
| FISV Fiserv Inc. | 0.26% | 3,655 | $584K | Add +4.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.26% | 5,330 | $581K | No change |
| CMI Cummins Inc. | 0.26% | 1,952 | $575K | Add +5.4% |
| SNPS Synopsys Inc. | 0.25% | 985 | $563K | Reduce -5.3% |
| EMR Emerson Electric Co. | 0.25% | 4,945 | $561K | No change |
| CMCSA Comcast Corp. Class A | 0.25% | 12,719 | $551K | Reduce -0.6% |
| PLD Prologis Inc. | 0.25% | 4,218 | $549K | Add +2.4% |
| GE General Electric | 0.25% | 3,124 | $548K | Add +3.8% |
| CL Colgate-Palmolive Co. | 0.24% | 6,058 | $546K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 13,850 | $525K | Reduce -1.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.23% | 4,050 | $520K | No change |
| O Realty Income Corp. | 0.23% | 9,304 | $503K | Reduce -8.1% |
| LIN Linde PLC | 0.22% | 1,082 | $502K | Reduce -4.0% |
| SCHA Schwab US Small-Cap ETF | 0.22% | 9,776 | $481K | No change |
| HON Honeywell International Inc. | 0.21% | 2,287 | $469K | Add +2.5% |
| ADM Archer-Daniels-Midland Co. | 0.21% | 7,410 | $465K | Reduce -12.2% |
| AMD Advanced Micro Devices | 0.20% | 2,527 | $456K | Add +11.0% |
| KLAC KLA Corp. | 0.20% | 652 | $455K | Reduce -2.3% |
| SBUX Starbucks Corp. | 0.20% | 4,970 | $454K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -2.0% | 5.16% | −1.26 |
| TSLA Tesla Inc. | Reduce -11.7% | 0.37% | −0.27 |
| TDTF NT Iboxx 5Y Dur Tips ETF | Reduce -25.6% | 0.33% | −0.15 |
| PACB Pacific Biosciences of Calif | Sold out | 0.00% | −0.14 |
| TDTT NT Iboxx 3Y Dur Tips ETF | Reduce -14.1% | 0.51% | −0.13 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -1.4% | 1.05% | −0.11 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.11 |
| FNV Franco-Nevada Corp. | Sold out | 0.00% | −0.11 |
| SQM Quimica Y Minera Chil-SP ADR | Sold out | 0.00% | −0.11 |
| INTC Intel Corp. | Reduce -3.0% | 0.37% | −0.10 |
| TIP iShares Tips Bond ETF | Reduce -16.8% | 0.33% | −0.10 |
| IT Gartner Inc. | Sold out | 0.00% | −0.10 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.10 |
| ADM Archer-Daniels-Midland Co. | Reduce -12.2% | 0.21% | −0.09 |
| MCHP Microchip Technology Inc. | Reduce -2.2% | 0.74% | −0.09 |
| JNJ Johnson & Johnson | Reduce -2.1% | 0.87% | −0.09 |
| EEM iShares MSCI Emerging Market | Reduce -2.9% | 0.84% | −0.08 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -2.4% | 0.65% | −0.08 |
| NKE Nike Inc. Class B | Reduce -19.9% | 0.12% | −0.07 |
| ELS Equity Lifestyle Properties | Reduce -0.4% | 0.34% | −0.07 |
| CWI State Street SPDR MSCI Acwi | Reduce -0.6% | 1.64% | −0.07 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -1.0% | 1.08% | −0.06 |
| ADBE Adobe Inc. | Reduce -2.9% | 0.19% | −0.06 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -10.8% | 0.28% | −0.06 |
| O Realty Income Corp. | Reduce -8.1% | 0.23% | −0.06 |
| BA The Boeing Co. | Reduce -1.5% | 0.12% | −0.06 |
| EFA iShares MSCI Eafe ETF | Reduce -8.4% | 0.45% | −0.05 |
| APD Air Products & Chemicals Inc. | Reduce -5.0% | 0.16% | −0.05 |
| BSV Vanguard Short-Term Bond ETF | Reduce -3.2% | 0.36% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -0.8% | 0.42% | −0.05 |
| TMFS Motley Fool Small-Cap Growth | Reduce -17.9% | 0.16% | −0.04 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -0.7% | 0.81% | −0.04 |
| LH Laboratory CRP of Amer Hldgs | Reduce -17.2% | 0.09% | −0.03 |
| JNK SS SPDR BB High Yield Bond | Reduce -17.1% | 0.11% | −0.03 |
| RGLD Royal Gold Inc. | Reduce -16.4% | 0.11% | −0.03 |
| UNP Union Pacific Corp. | Reduce -1.9% | 0.29% | −0.03 |
| PFE Pfizer Inc. | Reduce -4.1% | 0.16% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 1.54% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -0.6% | 0.25% | −0.03 |
| INTU Intuit Inc. | Reduce -3.3% | 0.30% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -3.7% | 0.84% | −0.02 |
| TLT iShares 20+ Year Treasury BD | Reduce -2.8% | 0.13% | −0.02 |
| DHI D.R. Horton Inc. | Reduce -4.6% | 0.38% | −0.02 |
| V Visa Inc. Class A | Reduce -1.6% | 0.66% | −0.02 |
| DE Deere & Co. | Reduce -1.0% | 0.26% | −0.02 |
| NET Cloudflare Inc. Class A | Reduce -8.3% | 0.96% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -5.2% | 0.14% | −0.02 |
| GLD SPDR Gold Shares | Reduce -1.1% | 0.81% | −0.02 |
| PEP Pepsico Inc. | Reduce -3.2% | 0.18% | −0.02 |
| EXC Exelon Corp. | Reduce -8.6% | 0.12% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| AGG iShares Core U.S. Aggregate | Add +12.9% | 6.38% | +0.16 |
| GSST Goldman Sachs Ultra Short Bo | Add +16.0% | 2.28% | +0.16 |
| LLY Eli Lilly & Co. | Add +1.3% | 0.70% | +0.14 |
| AMZN Amazon.com Inc. | Add +0.9% | 1.44% | +0.13 |
| WSM Williams-Sonoma Inc. | New | 0.12% | +0.12 |
| CEG Constellation Energy | Add +3.5% | 0.36% | +0.12 |
| META Meta Platforms Inc. Class A | New | 0.11% | +0.11 |
| ORLY O'reilly Automotive Inc. | New | 0.10% | +0.10 |
| TOL Toll Brothers Inc. | New | 0.10% | +0.10 |
| AZO AutoZone Inc. | New | 0.10% | +0.10 |
| PCAR Paccar Inc. | New | 0.10% | +0.10 |
| EW Edwards Lifesciences Corp. | New | 0.10% | +0.10 |
| BNY Bank of New York Mellon Corp. | New | 0.10% | +0.10 |
| TXT Textron Inc. | New | 0.10% | +0.10 |
| SYK Stryker Corp. | New | 0.10% | +0.10 |
| MET Metlife Inc. | New | 0.10% | +0.10 |
| QCOM Qualcomm Inc. | New | 0.10% | +0.10 |
| DECK Deckers Outdoor Corp. | New | 0.10% | +0.10 |
| CTAS Cintas Corp. | New | 0.09% | +0.09 |
| BRO Brown & Brown Inc. | New | 0.09% | +0.09 |
| AMP Ameriprise Financial Inc. | New | 0.09% | +0.09 |
| DLN Wisdomtree US Largecap Divid | New | 0.09% | +0.09 |
| ABBV Abbvie Inc. | Add +1.1% | 0.91% | +0.08 |
| CAT Caterpillar Inc. | Add +0.3% | 0.56% | +0.07 |
| MRK Merck & Co. Inc. | Add +2.3% | 0.53% | +0.06 |
| IVW iShares S&P 500 Growth ETF | Add +8.5% | 0.54% | +0.06 |
| GE General Electric | Add +3.8% | 0.25% | +0.06 |
| IJH iShares Core S&P Midcap ETF | Add +4.8% | 0.94% | +0.05 |
| NFLX Netflix Inc. | Add +1.9% | 0.33% | +0.05 |
| CMI Cummins Inc. | Add +5.4% | 0.26% | +0.04 |
| AMD Advanced Micro Devices | Add +11.0% | 0.20% | +0.04 |
| IVE iShares S&P 500 Value ETF | Add +7.1% | 0.65% | +0.04 |
| FISV Fiserv Inc. | Add +4.6% | 0.26% | +0.04 |
| COST Costco Wholesale Corp. | Add +0.7% | 1.02% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +4.7% | 0.44% | +0.03 |
| LEN Lennar Corp. Class A | Add +9.1% | 0.18% | +0.02 |
| MCK McKesson Corp. | Add +6.8% | 0.15% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +11.0% | 0.33% | +0.01 |
| HD Home Depot Inc. | Add +0.5% | 0.57% | +0.01 |
| JPEM JPM Diversified Ret Em Equit | Add +7.8% | 0.85% | +0.01 |
| MAR Marriott International Class A | Add +1.0% | 0.29% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +7.4% | 1.16% | +0.01 |
| STZ Constellation Brands Inc. Class A | Add +2.2% | 0.20% | +0.01 |
| DLR Digital Realty Trust Inc. | Add +8.7% | 0.12% | +0.01 |
| OTIS Otis Worldwide Corp. | Add +1.1% | 0.14% | +0.00 |
| JEPI JPMorgan Equity Premium Inco | Add +5.7% | 0.10% | +0.00 |
| NSC Norfolk Southern Corp. | Add +2.5% | 0.12% | +0.00 |
| XFFCX Flaherty & Crumrine Pref Inc. | Add +2.2% | 0.10% | +0.00 |
| T AT&T Inc. | Add +1.8% | 0.13% | −0.00 |
| ITW Illinois Tool Works | Add +1.8% | 0.10% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 207 | $276.1M | AGG, AAPL, IUSB, IEFA, MSFT |
| Q1 2026 | 204 | $255.0M | AGG, AAPL, IUSB, IEFA, MSFT |
| Q4 2025 | 204 | $257.5M | AGG, AAPL, IUSB, MSFT, IEFA |
| Q3 2025 | 206 | $261.4M | AGG, AAPL, MSFT, IUSB, IEFA |
| Q2 2025 | 199 | $244.1M | AGG, MSFT, IUSB, AAPL, IEFA |
| Q1 2025 | 192 | $220.4M | AGG, AAPL, IUSB, MSFT, IEFA |
| Q4 2024 | 192 | $224.9M | AAPL, AGG, MSFT, IUSB, IEFA |
| Q3 2024 | 197 | $231.9M | AGG, AAPL, MSFT, IUSB, IEFA |
| Q2 2024 | 192 | $224.7M | AGG, AAPL, MSFT, IUSB, IEFA |
| Q1 2024 | 197 | $223.7M | AGG, MSFT, IUSB, AAPL, IEFA |