Portfolio (Quarterly)
Guide ↗
TIEMANN INVESTMENT ADVISORS, LLC
· CIK 0001575151| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | — | 206,542.0 | $20.6M | 8.01% | NEW | — | $99.88 | -0.9% |
| 2 | AAPL | APPLE INC | Technology | 58,085.0 | $15.8M | 6.13% | NEW | — | $271.86 | +15.0% |
| 3 | IUSB | ISHARES TR | — | 295,392.0 | $13.7M | 5.34% | NEW | — | $46.54 | -0.8% |
| 4 | MSFT | MICROSOFT CORP | Technology | 25,349.0 | $12.3M | 4.76% | NEW | — | $483.62 | -11.7% |
| 5 | IEFA | ISHARES TR | — | 133,744.0 | $12.0M | 4.65% | NEW | — | $89.46 | +9.5% |
| 6 | — | J P MORGAN EXCHANGE TRADED F | — | 160,787.0 | $8.1M | 3.16% | NEW | — | $50.59 | — |
| 7 | GSST | GOLDMAN SACHS ETF TR | — | 157,880.0 | $8.0M | 3.09% | NEW | — | $50.47 | +0.1% |
| 8 | NVDA | NVIDIA CORPORATION | Technology | 41,359.0 | $7.7M | 3.00% | NEW | — | $186.50 | +14.9% |
| 9 | ORCL | ORACLE CORP | Technology | 28,150.0 | $5.5M | 2.13% | NEW | — | $194.91 | +4.5% |
| 10 | JPM | JPMORGAN CHASE & CO. | Financial Services | 16,969.0 | $5.5M | 2.12% | NEW | — | $322.22 | -7.9% |
| 11 | GOOGL | ALPHABET INC | Communication Services | 16,872.0 | $5.3M | 2.05% | NEW | — | $313.00 | +24.6% |
| 12 | — | BERKSHIRE HATHAWAY INC DEL | — | 8,995.0 | $4.5M | 1.76% | NEW | — | $502.65 | — |
| 13 | CWI | SPDR INDEX SHS FDS | — | 109,702.0 | $3.9M | 1.53% | NEW | — | $35.92 | +13.6% |
| 14 | GOOG | ALPHABET INC | Communication Services | 11,524.0 | $3.6M | 1.40% | NEW | — | $313.80 | +23.0% |
| 15 | AMZN | AMAZON COM INC | Consumer Cyclical | 15,527.0 | $3.6M | 1.39% | NEW | — | $230.82 | +18.7% |
| 16 | GLD | SPDR GOLD TR | Financial Services | 7,542.0 | $3.0M | 1.16% | NEW | — | $396.31 | +4.2% |
| 17 | IJS | ISHARES TR | — | 25,293.0 | $2.9M | 1.12% | NEW | — | $113.72 | +15.8% |
| 18 | IJR | ISHARES TR | — | 23,195.0 | $2.8M | 1.08% | NEW | — | $120.18 | +16.2% |
| 19 | CRM | SALESFORCE INC | Technology | 9,580.0 | $2.5M | 0.99% | NEW | — | $264.91 | -33.5% |
| 20 | IJJ | ISHARES TR | — | 18,931.0 | $2.5M | 0.97% | NEW | — | $131.59 | +8.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
39.4%
Financial Services
16.0%
Healthcare
9.5%
Communication Services
8.9%
Consumer Cyclical
8.5%
Industrials
7.1%
Consumer Defensive
3.9%
Utilities
2.4%
Basic Materials
1.9%
Real Estate
1.9%