Tiemann Investment Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Tiemann Investment Advisors, LLC reported 197 stock positions worth $231.9 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 6.7% of the portfolio, followed by Apple (AAPL, 6.5%) and Microsoft (MSFT, 5.4%). Compared with Q2 2024, it opened 12 new positions, sold out of 7, added to 34 and reduced 112. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +1%) and the biggest sale an exit from Cloudflare Class A (NET).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001575151
- Portfolio Value
- $231.9M (Q3 2024)
- SEC Filing
- 0001575151-24-000011 ↗ filed Nov 14, 2024
Holdings Value
Holdings 197 stocks · $231.9M
| AGG iShares Core U.S. Aggregate | 6.69% | 153,258 | $15.5M | Add +1.4% |
| AAPL Apple Inc. | 6.46% | 64,254 | $15.0M | Reduce -1.5% |
| MSFT Microsoft Corp. | 5.40% | 29,097 | $12.5M | Reduce -2.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 5.33% | 262,483 | $12.4M | Reduce -3.7% |
| IEFA iShares Core MSCI Eafe ETF | 4.39% | 130,441 | $10.2M | Reduce -4.6% |
| NVDA Nvidia Corp. | 3.14% | 59,865 | $7.3M | Reduce -7.7% |
| JPST JPMorgan Ultra-Short Income | 2.83% | 129,138 | $6.6M | Reduce -1.6% |
| GSST Goldman Sachs Ultra Short Bo | 2.37% | 108,586 | $5.5M | Add +5.2% |
| ORCL Oracle Corp. | 2.12% | 28,865 | $4.9M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.07% | 10,438 | $4.8M | Reduce -2.8% |
| CWI State Street SPDR MSCI Acwi | 1.69% | 128,725 | $3.9M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 1.67% | 18,332 | $3.9M | Reduce -4.5% |
| GOOGL Alphabet Inc. Class A | 1.54% | 21,505 | $3.6M | Reduce -3.6% |
| AMZN Amazon.com Inc. | 1.44% | 17,941 | $3.3M | Add +0.4% |
| IJR iShares Core S&P Small-Cap E | 1.18% | 23,435 | $2.7M | Reduce -1.3% |
| CRM Salesforce Inc. | 1.14% | 9,690 | $2.7M | Reduce -1.9% |
| COST Costco Wholesale Corp. | 1.13% | 2,961 | $2.6M | Reduce -5.1% |
| IJS iShares S&P Small-Cap 600 Va | 1.11% | 23,883 | $2.6M | Add +2.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.06% | 19,846 | $2.5M | Reduce -2.7% |
| GOOG Alphabet Inc. Class C | 0.96% | 13,298 | $2.2M | Reduce -2.0% |
| ABBV Abbvie Inc. | 0.93% | 10,961 | $2.2M | Reduce -1.6% |
| LOW Lowe's Cos Inc. | 0.93% | 7,928 | $2.1M | Reduce -0.4% |
| IJH iShares Core S&P Midcap ETF | 0.92% | 34,067 | $2.1M | Add +2.2% |
| IJT iShares S&P Small-Cap 600 GR | 0.85% | 14,074 | $2.0M | Add +0.7% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.84% | 34,338 | $1.9M | Reduce -3.0% |
| GLD SPDR Gold Shares | 0.83% | 7,877 | $1.9M | Reduce -10.8% |
| MDY State Street SPDR S&P Midcap | 0.82% | 3,332 | $1.9M | Reduce -1.2% |
| JNJ Johnson & Johnson | 0.81% | 11,628 | $1.9M | Reduce -1.1% |
| EEM iShares MSCI Emerging Market | 0.79% | 39,981 | $1.8M | Reduce -1.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.78% | 19,753 | $1.8M | Reduce -3.2% |
| UNH Unitedhealth Group Inc. | 0.74% | 2,924 | $1.7M | Reduce -2.0% |
| ALL Allstate Corp. | 0.73% | 8,945 | $1.7M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 0.71% | 1,867 | $1.7M | Reduce -5.7% |
| IVE iShares S&P 500 Value ETF | 0.68% | 7,941 | $1.6M | Add +1.4% |
| IWB iShares Russell 1000 ETF | 0.65% | 4,810 | $1.5M | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.64% | 27,411 | $1.5M | Reduce -1.6% |
| MCHP Microchip Technology Inc. | 0.62% | 17,945 | $1.4M | Reduce -2.3% |
| V Visa Inc. Class A | 0.60% | 5,060 | $1.4M | Reduce -3.6% |
| IVW iShares S&P 500 Growth ETF | 0.58% | 14,122 | $1.4M | Reduce -2.1% |
| CAT Caterpillar Inc. | 0.56% | 3,312 | $1.3M | Reduce -3.9% |
| AVGO Broadcom Inc. | 0.54% | 7,230 | $1.2M | Add +15.5% |
| EWJ iShares MSCI Japan ETF | 0.53% | 17,325 | $1.2M | Add +1.5% |
| ESS Essex Property Trust Inc. | 0.52% | 4,070 | $1.2M | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 0.51% | 2,062 | $1.2M | Add +12.9% |
| HD Home Depot Inc. | 0.50% | 2,881 | $1.2M | Reduce -3.7% |
| ABT Abbott Laboratories | 0.49% | 9,973 | $1.1M | Reduce -1.5% |
| AMAT Applied Materials Inc. | 0.47% | 5,395 | $1.1M | Reduce -2.1% |
| ISRG Intuitive Surgical Inc. | 0.47% | 2,197 | $1.1M | Reduce -6.4% |
| CEG Constellation Energy | 0.46% | 4,084 | $1.1M | Reduce -5.3% |
| TSLA Tesla Inc. | 0.42% | 3,762 | $984K | Reduce -7.4% |
| MRK Merck & Co. Inc. | 0.42% | 8,514 | $967K | Reduce -5.3% |
| WMT Walmart Inc. | 0.42% | 11,954 | $965K | Reduce -2.4% |
| EFA iShares MSCI Eafe ETF | 0.41% | 11,383 | $952K | Reduce -2.7% |
| CSCO Cisco Systems Inc. | 0.41% | 17,877 | $951K | Add +1.3% |
| DHI D.R. Horton Inc. | 0.41% | 4,967 | $948K | Reduce -1.1% |
| DFS Discover Financial Services | 0.40% | 6,652 | $933K | No change |
| RTX RTX Corp. | 0.40% | 7,699 | $933K | Reduce -2.5% |
| NFLX Netflix Inc. | 0.37% | 1,199 | $850K | No change |
| IEMG iShares Core MSCI Emerging | 0.36% | 14,688 | $843K | Reduce -9.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 1,454 | $834K | No change |
| ELS Equity Lifestyle Properties | 0.36% | 11,588 | $827K | Add +3.0% |
| GS Goldman Sachs Group Inc. | 0.34% | 1,612 | $798K | Reduce -3.6% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.32% | 30,514 | $734K | Reduce -28.6% |
| EWU iShares MSCI United Kingdom | 0.31% | 19,335 | $723K | Add +1.1% |
| TIP iShares Tips Bond ETF | 0.30% | 6,257 | $691K | Reduce -2.9% |
| IWM iShares Russell 2000 ETF | 0.30% | 3,107 | $686K | Reduce -4.2% |
| PG The Procter & Gamble Co. | 0.30% | 3,959 | $686K | Reduce -7.6% |
| BSV Vanguard Short-Term Bond ETF | 0.29% | 8,660 | $681K | Reduce -7.0% |
| AXP American Express Co. | 0.29% | 2,451 | $665K | Reduce -7.5% |
| TDTF NT Iboxx 5Y Dur Tips ETF | 0.28% | 26,856 | $647K | Reduce -10.1% |
| MAR Marriott International Class A | 0.28% | 2,589 | $644K | Add +0.0% |
| CL Colgate-Palmolive Co. | 0.27% | 6,058 | $629K | No change |
| MCD McDonald's Corp. | 0.27% | 2,054 | $625K | Reduce -3.5% |
| GE General Electric filed as GE AEROSPACE | 0.26% | 3,174 | $599K | Add +1.6% |
| INTU Intuit Inc. | 0.26% | 961 | $597K | Reduce -2.5% |
| FISV Fiserv Inc. | 0.25% | 3,280 | $589K | Reduce -10.0% |
| O Realty Income Corp. | 0.25% | 9,260 | $587K | Reduce -3.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 14,475 | $574K | No change |
| UNP Union Pacific Corp. | 0.25% | 2,319 | $572K | Reduce -5.8% |
| CMI Cummins Inc. | 0.24% | 1,746 | $565K | Reduce -5.7% |
| FDX FedEx Corp. | 0.23% | 1,982 | $542K | Reduce -9.1% |
| EMR Emerson Electric Co. | 0.23% | 4,945 | $541K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.23% | 4,775 | $539K | Reduce -4.0% |
| FICO Fair Isaac Corp. | 0.23% | 275 | $534K | Reduce -8.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 5,535 | $532K | Reduce -1.3% |
| DUK Duke Energy Corp. | 0.22% | 4,373 | $504K | Reduce -3.3% |
| SCHA Schwab US Small-Cap ETF | 0.22% | 9,776 | $503K | No change |
| CMCSA Comcast Corp. Class A | 0.22% | 11,944 | $499K | Reduce -2.6% |
| SNPS Synopsys Inc. | 0.22% | 985 | $499K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.21% | 16,460 | $498K | Reduce -5.7% |
| DE Deere & Co. | 0.21% | 1,190 | $497K | Reduce -12.8% |
| CARR Carrier Global Corp. | 0.21% | 6,096 | $491K | Reduce -3.2% |
| PLD Prologis Inc. | 0.21% | 3,868 | $488K | Reduce -2.1% |
| GD General Dynamics Corp. | 0.21% | 1,615 | $488K | Reduce -23.6% |
| EMN Eastman Chemical Co. | 0.21% | 4,270 | $478K | Add +0.8% |
| AMT American Tower Corp. | 0.20% | 2,040 | $474K | Reduce -1.2% |
| VWO Vanguard Ftse Emerging Marke | 0.20% | 9,905 | $474K | Add +0.4% |
| HON Honeywell International Inc. | 0.20% | 2,217 | $458K | Reduce -2.2% |
| APD Air Products & Chemicals Inc. | 0.20% | 1,530 | $456K | Add +1.7% |
| KLAC KLA Corp. | 0.20% | 587 | $455K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.82 |
| MSFT Microsoft Corp. | Reduce -2.0% | 5.40% | −0.50 |
| NVDA Nvidia Corp. | Reduce -7.7% | 3.14% | −0.43 |
| GOOGL Alphabet Inc. Class A | Reduce -3.6% | 1.54% | −0.27 |
| GOOG Alphabet Inc. Class C | Reduce -2.0% | 0.96% | −0.15 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -3.7% | 5.33% | −0.15 |
| TDTT NT Iboxx 3Y Dur Tips ETF | Reduce -28.6% | 0.32% | −0.13 |
| MCHP Microchip Technology Inc. | Reduce -2.3% | 0.62% | −0.13 |
| JPST JPMorgan Ultra-Short Income | Reduce -1.6% | 2.83% | −0.12 |
| AMAT Applied Materials Inc. | Reduce -2.1% | 0.47% | −0.11 |
| BA The Boeing Co. | Sold out | 0.00% | −0.10 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.10 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.09 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.09 |
| PSX Phillips 66 | Sold out | 0.00% | −0.09 |
| LLY Eli Lilly & Co. | Reduce -5.7% | 0.71% | −0.08 |
| PCAR Paccar Inc. | Sold out | 0.00% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -5.3% | 0.42% | −0.08 |
| INTC Intel Corp. | Reduce -5.4% | 0.17% | −0.07 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -7.4% | 0.19% | −0.06 |
| GD General Dynamics Corp. | Reduce -23.6% | 0.21% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -4.5% | 1.67% | −0.06 |
| FDX FedEx Corp. | Reduce -9.1% | 0.23% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -5.1% | 1.13% | −0.05 |
| PHYS Sprott Physical Gold Trust | Reduce -24.9% | 0.09% | −0.04 |
| TMFS Motley Fool Small-Cap Growth | Reduce -27.1% | 0.12% | −0.04 |
| CDNS Cadence Design SYS Inc. | Reduce -6.8% | 0.13% | −0.03 |
| TDTF NT Iboxx 5Y Dur Tips ETF | Reduce -10.1% | 0.28% | −0.03 |
| INTU Intuit Inc. | Reduce -2.5% | 0.26% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.6% | 4.39% | −0.03 |
| GM General Motors Co. | Reduce -14.1% | 0.11% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Reduce -7.0% | 0.29% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -9.6% | 0.36% | −0.02 |
| STZ Constellation Brands Inc. Class A | Reduce -8.1% | 0.17% | −0.02 |
| GLD SPDR Gold Shares | Reduce -10.8% | 0.83% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -7.6% | 0.30% | −0.02 |
| DIS The Walt Disney Co. | Reduce -1.3% | 0.23% | −0.02 |
| HON Honeywell International Inc. | Reduce -2.2% | 0.20% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -3.2% | 0.78% | −0.02 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -5.7% | 0.21% | −0.02 |
| V Visa Inc. Class A | Reduce -3.6% | 0.60% | −0.01 |
| JPEM JPM Diversified Ret Em Equit | Reduce -3.0% | 0.84% | −0.01 |
| DE Deere & Co. | Reduce -12.8% | 0.21% | −0.01 |
| PEP Pepsico Inc. | Reduce -6.4% | 0.16% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.1% | 0.58% | −0.01 |
| ADM Archer-Daniels-Midland Co. | Reduce -1.0% | 0.19% | −0.01 |
| TIP iShares Tips Bond ETF | Reduce -2.9% | 0.30% | −0.01 |
| PFE Pfizer Inc. | Reduce -5.5% | 0.14% | −0.01 |
| TXT Textron Inc. | Reduce -8.8% | 0.08% | −0.01 |
| MS Morgan Stanley | Reduce -7.6% | 0.18% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| AGG iShares Core U.S. Aggregate | Add +1.4% | 6.69% | +0.17 |
| CEF Sprott Physical Gold and Sil | New | 0.14% | +0.14 |
| NVR NVR Inc. | New | 0.10% | +0.10 |
| IJS iShares S&P Small-Cap 600 Va | Add +2.1% | 1.11% | +0.10 |
| THC Tenet Healthcare Corp. | New | 0.10% | +0.10 |
| CB Chubb Ltd. | New | 0.09% | +0.09 |
| K Kellanova | New | 0.09% | +0.09 |
| BMY Bristol-Myers Squibb Co. | New | 0.09% | +0.09 |
| AVGO Broadcom Inc. | Add +15.5% | 0.54% | +0.09 |
| OMC Omnicom Group | New | 0.09% | +0.09 |
| EWL iShares MSCI Switzerland ETF | New | 0.09% | +0.09 |
| SLYV SS SPDR S&P 600 SC Val ETF | New | 0.09% | +0.09 |
| ECL Ecolab Inc. | New | 0.09% | +0.09 |
| EWD iShares MSCI Sweden ETF | New | 0.09% | +0.09 |
| A Agilent Technologies Inc. | New | 0.09% | +0.09 |
| CWI State Street SPDR MSCI Acwi | Add +0.5% | 1.69% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +12.9% | 0.51% | +0.07 |
| GSST Goldman Sachs Ultra Short Bo | Add +5.2% | 2.37% | +0.06 |
| IJH iShares Core S&P Midcap ETF | Add +2.2% | 0.92% | +0.05 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.7% | 0.85% | +0.05 |
| IVE iShares S&P 500 Value ETF | Add +1.4% | 0.68% | +0.04 |
| GE General Electric | Add +1.6% | 0.26% | +0.04 |
| CSCO Cisco Systems Inc. | Add +1.3% | 0.41% | +0.04 |
| ELS Equity Lifestyle Properties | Add +3.0% | 0.36% | +0.03 |
| ESS Essex Property Trust Inc. | Add +0.0% | 0.52% | +0.03 |
| EIX Edison International | Add +1.9% | 0.15% | +0.03 |
| APD Air Products & Chemicals Inc. | Add +1.7% | 0.20% | +0.02 |
| EMN Eastman Chemical Co. | Add +0.8% | 0.21% | +0.02 |
| GLW Corning Inc. | Add +8.5% | 0.11% | +0.02 |
| EWJ iShares MSCI Japan ETF | Add +1.5% | 0.53% | +0.02 |
| EWU iShares MSCI United Kingdom | Add +1.1% | 0.31% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +0.4% | 0.20% | +0.01 |
| RGLD Royal Gold Inc. | Add +0.2% | 0.13% | +0.01 |
| VZ Verizon Communications Inc. | Add +3.6% | 0.12% | +0.01 |
| XFFCX Flaherty & Crumrine Pref Inc. | Add +1.1% | 0.11% | +0.01 |
| PII Polaris Inc. | Add +2.4% | 0.15% | +0.01 |
| DLR Digital Realty Trust Inc. | Add +2.7% | 0.13% | +0.01 |
| LH Labcorp Holdings Inc. | Add +0.1% | 0.09% | +0.01 |
| DECK Deckers Outdoor Corp. | Add +7.5% | 0.09% | +0.00 |
| HPQ HP Inc. | Add +2.7% | 0.14% | +0.00 |
| ALB Albemarle Corp. | Add +5.7% | 0.09% | +0.00 |
| MAR Marriott International Class A | Add +0.0% | 0.28% | −0.00 |
| AMD Advanced Micro Devices | Add +0.2% | 0.18% | −0.00 |
| QCOM Qualcomm Inc. | Add +13.4% | 0.12% | −0.01 |
| ADBE Adobe Inc. | Add +4.6% | 0.18% | −0.01 |
| AMZN Amazon.com Inc. | Add +0.4% | 1.44% | −0.10 |
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 |