0001575151-24-000004.txt : 20240513 0001575151-24-000004.hdr.sgml : 20240513 20240513172814 ACCESSION NUMBER: 0001575151-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TIEMANN INVESTMENT ADVISORS, LLC CENTRAL INDEX KEY: 0001575151 ORGANIZATION NAME: IRS NUMBER: 010738407 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15716 FILM NUMBER: 24940465 BUSINESS ADDRESS: STREET 1: 750 MENLO AVENUE STREET 2: SUITE 300 CITY: MENLO PARK STATE: CA ZIP: 94025 BUSINESS PHONE: 650 566-0200 MAIL ADDRESS: STREET 1: 750 MENLO AVENUE STREET 2: SUITE 300 CITY: MENLO PARK STATE: CA ZIP: 94025 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001575151 XXXXXXXX 03-31-2024 03-31-2024 TIEMANN INVESTMENT ADVISORS, LLC
750 MENLO AVENUE SUITE 300 MENLO PARK CA 94025
13F HOLDINGS REPORT 028-15716 000125360 801-64295 N
JONATHAN TIEMANN PRESIDENT 650 566-0200 JONATHAN TIEMANN MENLO PARK CA 05-13-2024 0 197 223664000 false
INFORMATION TABLE 2 TIAInfoTable1Q24.xml TIA INFORMATION TABLE ABBOTT LABS COM 002824100 1102275 9698 SH SOLE 9698 0 0 ABBVIE INC COM 00287Y109 2027866 11136 SH SOLE 11136 0 0 ADOBE INC COM 00724F101 416295 825 SH SOLE 825 0 0 ADVANCED MICRO DEVICES INC COM 007903107 456098 2527 SH SOLE 2527 0 0 AIR PRODS & CHEMS INC COM 009158106 355712 1468 SH SOLE 1468 0 0 ALBEMARLE CORP COM 012653101 290750 2207 SH SOLE 2207 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 325101 6850 SH SOLE 6850 0 0 ALLSTATE CORP COM 020002101 1651380 9545 SH SOLE 9545 0 0 ALPHABET INC CAP STK CL A 02079K305 3441204 22800 SH SOLE 22800 0 0 ALPHABET INC CAP STK CL C 02079K107 2078044 13648 SH SOLE 13648 0 0 AMAZON COM INC COM 023135106 3231508 17915 SH SOLE 17915 0 0 AMERICAN ELEC PWR CO INC COM 025537101 218694 2540 SH SOLE 2540 0 0 AMERICAN EXPRESS CO COM 025816109 603606 2651 SH SOLE 2651 0 0 AMERICAN TOWER CORP NEW COM 03027X100 421377 2132 SH SOLE 2132 0 0 AMERIPRISE FINL INC COM 03076C106 206505 471 SH SOLE 471 0 0 AMGEN INC COM 031162100 343743 1209 SH SOLE 1209 0 0 APPLE INC COM 037833100 11534870 67266 SH SOLE 67266 0 0 APPLIED MATLS INC COM 038222105 1159013 5620 SH SOLE 5620 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 465422 7410 SH SOLE 7410 0 0 AT&T INC COM 00206R102 292670 16629 SH SOLE 16629 0 0 AUTOZONE INC COM 053332102 230070 73 SH SOLE 73 0 0 BANK AMERICA CORP COM 060505104 525192 13850 SH SOLE 13850 0 0 BANK NEW YORK MELLON CORP COM 064058100 219071 3802 SH SOLE 3802 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4539513 10795 SH SOLE 10795 0 0 BLACKROCK INC COM 09247X101 340150 408 SH SOLE 408 0 0 BOEING CO COM 097023105 259765 1346 SH SOLE 1346 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 231616 4271 SH SOLE 4271 0 0 BROADCOM INC COM 11135F101 858866 648 SH SOLE 648 0 0 BROWN & BROWN INC COM 115236101 208345 2380 SH SOLE 2380 0 0 BROWN FORMAN CORP CL B 115637209 225406 4366 SH SOLE 4366 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 379762 1220 SH SOLE 1220 0 0 CARDINAL HEALTH INC COM 14149Y108 353045 3155 SH SOLE 3155 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 365986 6296 SH SOLE 6296 0 0 CATERPILLAR INC COM 149123101 1259420 3437 SH SOLE 3437 0 0 CINTAS CORP COM 172908105 211605 308 SH SOLE 308 0 0 CISCO SYS INC COM 17275R102 939057 18815 SH SOLE 18815 0 0 CLOUDFLARE INC CL A COM 18915M107 2143913 22141 SH SOLE 22141 0 0 COCA COLA CO COM 191216100 389533 6367 SH SOLE 6367 0 0 COLGATE PALMOLIVE CO COM 194162103 545523 6058 SH SOLE 6058 0 0 COMCAST CORP NEW CL A 20030N101 551369 12719 SH SOLE 12719 0 0 CONSTELLATION BRANDS INC CL A 21036P108 440251 1620 SH SOLE 1620 0 0 CONSTELLATION ENERGY CORP COM 21037T109 813155 4399 SH SOLE 4399 0 0 COSTCO WHSL CORP NEW COM 22160K105 2285073 3119 SH SOLE 3119 0 0 CSX CORP COM 126408103 366437 9885 SH SOLE 9885 0 0 CUMMINS INC COM 231021106 575157 1952 SH SOLE 1952 0 0 CVS HEALTH CORP COM 126650100 232421 2914 SH SOLE 2914 0 0 D R HORTON INC COM 23331A109 851053 5172 SH SOLE 5172 0 0 DECKERS OUTDOOR CORP COM 243537107 213666 227 SH SOLE 227 0 0 DEERE & CO COM 244199105 587358 1430 SH SOLE 1430 0 0 DIGITAL RLTY TR INC COM 253868103 270795 1880 SH SOLE 1880 0 0 DISCOVER FINL SVCS COM 254709108 872011 6652 SH SOLE 6652 0 0 DISNEY WALT CO COM 254687106 690110 5640 SH SOLE 5640 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 439354 4543 SH SOLE 4543 0 0 EASTMAN CHEM CO COM 277432100 424432 4235 SH SOLE 4235 0 0 EDISON INTL COM 281020107 283910 4014 SH SOLE 4014 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 222177 2325 SH SOLE 2325 0 0 EMERSON ELEC CO COM 291011104 560862 4945 SH SOLE 4945 0 0 EQUITY LIFESTYLE PPTYS INC COM 29472R108 752618 11686 SH SOLE 11686 0 0 ESSEX PPTY TR INC COM 297178105 984078 4019 SH SOLE 4019 0 0 EXELON CORP COM 30161N101 259797 6915 SH SOLE 6915 0 0 FAIR ISAAC CORP COM 303250104 374883 300 SH SOLE 300 0 0 FEDEX CORP COM 31428X106 634996 2191 SH SOLE 2191 0 0 FIFTH THIRD BANCORP COM 316773100 255819 6875 SH SOLE 6875 0 0 FISERV INC COM 337738108 584142 3655 SH SOLE 3655 0 0 FLAHERTY & CRUMRINE PFD SECS COM 338478100 222090 14955 SH SOLE 14955 0 0 FLEXSHARES TR IBOXX 3R TARGT 33939L506 1130117 47583 SH SOLE 47583 0 0 FLEXSHARES TR IBOXX 5YR TRGT 33939L605 730221 30876 SH SOLE 30876 0 0 GENERAL DYNAMICS CORP COM 369550108 600291 2125 SH SOLE 2125 0 0 GENERAL ELECTRIC CO COM NEW 369604301 548356 3124 SH SOLE 3124 0 0 GENERAL MTRS CO COM 37045V100 297043 6550 SH SOLE 6550 0 0 GENUINE PARTS CO COM 372460105 375705 2425 SH SOLE 2425 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 698378 1672 SH SOLE 1672 0 0 GOLDMAN SACHS ETF TR ACES ULTRA SHR 381430230 5090302 101088 SH SOLE 101088 0 0 HOME DEPOT INC COM 437076102 1268309 3306 SH SOLE 3306 0 0 HONEYWELL INTL INC COM 438516106 469407 2287 SH SOLE 2287 0 0 HP INC COM 40434L105 275486 9116 SH SOLE 9116 0 0 ILLINOIS TOOL WKS INC COM 452308109 224592 837 SH SOLE 837 0 0 INTEL CORP COM 458140100 822445 18620 SH SOLE 18620 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 427750 2240 SH SOLE 2240 0 0 INTUIT COM 461202103 660400 1016 SH SOLE 1016 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 976573 2447 SH SOLE 2447 0 0 ISHARES TR 20 YR TR BD ETF 464287432 282441 2985 SH SOLE 2985 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 265785 3250 SH SOLE 3250 0 0 ISHARES TR CORE MSCI EAFE 46432F842 10239837 137966 SH SOLE 137966 0 0 ISHARES TR CORE TOTAL USD 46434V613 12223720 268122 SH SOLE 268122 0 0 ISHARES TR CORE US AGGBD ET 464287226 14268245 145683 SH SOLE 145683 0 0 ISHARES INC CORE MSCI EMKT 46434G103 738964 14321 SH SOLE 14321 0 0 ISHARES TR IBOXX INV CP ETF 464287242 580607 5330 SH SOLE 5330 0 0 ISHARES TR MSCI EAFE ETF 464287465 1006840 12607 SH SOLE 12607 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1873342 45602 SH SOLE 45602 0 0 ISHARES INC MSCI AUST ETF 464286103 209191 8483 SH SOLE 8483 0 0 ISHARES INC MSCI CDA ETF 464286509 268726 7020 SH SOLE 7020 0 0 ISHARES INC MSCI FRANCE ETF 464286707 383250 9255 SH SOLE 9255 0 0 ISHARES INC MSCI GERMANY ETF 464286806 273844 8625 SH SOLE 8625 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 1218301 17075 SH SOLE 17075 0 0 ISHARES INC MSCI NETHERL ETF 464286814 406973 8225 SH SOLE 8225 0 0 ISHARES TR MSCI UK ETF NEW 46435G334 613556 17935 SH SOLE 17935 0 0 ISHARES TR RUS 1000 ETF 464287622 1385424 4810 SH SOLE 4810 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 681796 3242 SH SOLE 3242 0 0 ISHARES TR CORE S&P MCP ETF 464287507 2108589 34715 SH SOLE 34715 0 0 ISHARES TR CORE S&P500 ETF 464287200 979961 1864 SH SOLE 1864 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2600536 23530 SH SOLE 23530 0 0 ISHARES TR S&P MC 400GR ETF 464287606 1888510 20696 SH SOLE 20696 0 0 ISHARES TR S&P MC 400VL ETF 464287705 2407911 20356 SH SOLE 20356 0 0 ISHARES TR S&P SML 600 GWT 464287887 1814661 13880 SH SOLE 13880 0 0 ISHARES TR SP SMCP600VL ETF 464287879 2353658 22904 SH SOLE 22904 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1198795 14197 SH SOLE 14197 0 0 ISHARES TR S&P 500 VAL ETF 464287408 1453755 7782 SH SOLE 7782 0 0 ISHARES TR TIPS BD ETF 464287176 733073 6825 SH SOLE 6825 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 1447940 28060 SH SOLE 28060 0 0 JPMORGAN CHASE & CO COM 46625H100 3890227 19422 SH SOLE 19422 0 0 J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 46641Q308 1892954 35418 SH SOLE 35418 0 0 JOHNSON & JOHNSON COM 478160104 1935138 12233 SH SOLE 12233 0 0 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 215529 3725 SH SOLE 3725 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 6567013 130168 SH SOLE 130168 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 403773 2582 SH SOLE 2582 0 0 KIMBERLY-CLARK CORP COM 494368103 357653 2765 SH SOLE 2765 0 0 KLA CORP COM NEW 482480100 455468 652 SH SOLE 652 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 210522 963 SH SOLE 963 0 0 LENNAR CORP CL A 526057104 392114 2280 SH SOLE 2280 0 0 ELI LILLY & CO COM 532457108 1561366 2007 SH SOLE 2007 0 0 LINDE PLC SHS G54950103 502394 1082 SH SOLE 1082 0 0 LOWES COS INC COM 548661107 2048793 8043 SH SOLE 8043 0 0 MARRIOTT INTL INC NEW CL A 571903202 659162 2612 SH SOLE 2612 0 0 MASTERCARD INCORPORATED CL A 57636Q104 393443 817 SH SOLE 817 0 0 MCDONALDS CORP COM 580135101 614369 2179 SH SOLE 2179 0 0 MCKESSON CORP COM 58155Q103 335531 625 SH SOLE 625 0 0 MERCK & CO INC COM 58933Y105 1181480 8954 SH SOLE 8954 0 0 META PLATFORMS INC CL A 30303M102 240362 495 SH SOLE 495 0 0 METLIFE INC COM 59156R108 214845 2899 SH SOLE 2899 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 243626 183 SH SOLE 183 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 1658469 18487 SH SOLE 18487 0 0 MICROSOFT CORP COM 594918104 12850892 30545 SH SOLE 30545 0 0 MONDELEZ INTL INC CL A 609207105 211050 3015 SH SOLE 3015 0 0 MORGAN STANLEY COM NEW 617446448 416752 4426 SH SOLE 4426 0 0 RBB FD INC MOTLEY FOOL SML 74933W874 364171 11425 SH SOLE 11425 0 0 NETFLIX INC COM 64110L106 734262 1209 SH SOLE 1209 0 0 NEXTERA ENERGY INC COM 65339F101 263439 4122 SH SOLE 4122 0 0 NIKE INC CL B 654106103 265525 2825 SH SOLE 2825 0 0 NORFOLK SOUTHN CORP COM 655844108 259203 1017 SH SOLE 1017 0 0 NOVO-NORDISK A S ADR 670100205 520020 4050 SH SOLE 4050 0 0 NVIDIA CORPORATION COM 67066G104 6140595 6796 SH SOLE 6796 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 234807 208 SH SOLE 208 0 0 ORACLE CORP COM 68389X105 3823820 30442 SH SOLE 30442 0 0 OTIS WORLDWIDE CORP COM 68902V107 311112 3134 SH SOLE 3134 0 0 PACCAR INC COM 693718108 227338 1835 SH SOLE 1835 0 0 PARKER-HANNIFIN CORP COM 701094104 352927 635 SH SOLE 635 0 0 PEPSICO INC COM 713448108 400248 2287 SH SOLE 2287 0 0 PFIZER INC COM 717081103 354506 12775 SH SOLE 12775 0 0 PHILLIPS 66 CON 718546104 266244 1630 SH SOLE 1630 0 0 POLARIS INC COM 731068102 419503 4190 SH SOLE 4190 0 0 PROCTER AND GAMBLE CO COM 742718109 691239 4260 SH SOLE 4260 0 0 PROLOGIS INC. COM 74340W103 549268 4218 SH SOLE 4218 0 0 QUALCOMM INC COM 747525103 214165 1265 SH SOLE 1265 0 0 REALTY INCOME CORP COM 756109104 503386 9304 SH SOLE 9304 0 0 REGENERON PHARMACEUTICALS COM 75886F107 240623 250 SH SOLE 250 0 0 ROCKWELL AUTOMATION INC COM 773903109 287640 987 SH SOLE 987 0 0 ROYAL GOLD INC COM 780287108 246310 2022 SH SOLE 2022 0 0 RTX CORPORATION COM 75513E101 750883 7699 SH SOLE 7699 0 0 SALESFORCE INC COM 79466L302 3068422 10188 SH SOLE 10188 0 0 SANDSTORM GOLD LTD COM NEW 80013R206 218300 41581 SH SOLE 41581 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 380087 6225 SH SOLE 6225 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 251897 5225 SH SOLE 5225 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 307204 7873 SH SOLE 7873 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 264996 4270 SH SOLE 4270 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 481370 9776 SH SOLE 9776 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 239324 1900 SH SOLE 1900 0 0 SHERWIN WILLIAMS CO COM 824348106 385536 1110 SH SOLE 1110 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 616537 20710 SH SOLE 20710 0 0 SPDR SER TR BLOOMBERG HIGH Y 78468R622 238000 2500 SH SOLE 2500 0 0 SPDR GOLD TR GOLD SHS 78463V107 1817948 8837 SH SOLE 8837 0 0 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 3658062 128805 SH SOLE 128805 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1884527 3387 SH SOLE 3387 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 767344 1467 SH SOLE 1467 0 0 SPROTT PHYSICAL GOLD TR UNIT 85207H104 270725 13310 SH SOLE 13310 0 0 STARBUCKS CORP COM 855244109 454208 4970 SH SOLE 4970 0 0 STRYKER CORPORATION COM 863667101 216511 605 SH SOLE 605 0 0 SYNOPSYS INC COM 871607107 562928 985 SH SOLE 985 0 0 TESLA INC COM 88160R101 820939 4670 SH SOLE 4670 0 0 TEXAS INSTRS INC COM 882508104 317933 1825 SH SOLE 1825 0 0 TEXTRON INC COM 883203101 218241 2275 SH SOLE 2275 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 346982 597 SH SOLE 597 0 0 TOLL BROTHERS INC COM 889478103 230279 1780 SH SOLE 1780 0 0 TRACTOR SUPPLY CO COM 892356106 283966 1085 SH SOLE 1085 0 0 TRAVELERS COMPANIES INC COM 89417E109 336004 1460 SH SOLE 1460 0 0 UNION PAC CORP COM 907818108 650239 2644 SH SOLE 2644 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1506196 3044 SH SOLE 3044 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 193198 6110 SH SOLE 6110 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 415653 9951 SH SOLE 9951 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 221603 461 SH SOLE 461 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 811552 10585 SH SOLE 10585 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 295860 7051 SH SOLE 7051 0 0 VISA INC COM CL A 92826C839 1465077 5249 SH SOLE 5249 0 0 WALMART INC COM 931142103 735191 12218 SH SOLE 12218 0 0 WILLIAMS SONOMA INC COM 969904101 279426 880 SH SOLE 880 0 0 WISDOMTREE TR US LARGECAP DIVD 97717W307 203865 2824 SH SOLE 2824 0 0 ZOETIS INC CL A 98978V103 274120 1620 SH SOLE 1620 0 0