TIEMANN INVESTMENT ADVISORS, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in TIEMANN INVESTMENT ADVISORS, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | AGG | ISHARES TR | 8.21% | 20.937 M $ | 210908 | 2013/12/31 | -125.990 K $ | -0.61 % |
| 2026/03/31 | AAPL | APPLE INC | 5.89% | 15.028 M $ | 59213 | 2013/12/31 | -1.050 M $ | -6.65 % |
| 2026/03/31 | IUSB | ISHARES TR | 5.47% | 13.939 M $ | 301769 | 2022/12/31 | -103.387 K $ | -0.75 % |
| 2026/03/31 | IEFA | ISHARES TR | 4.67% | 11.905 M $ | 131508 | 2018/09/30 | 143.106 K $ | 1.20 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 3.77% | 9.621 M $ | 25990 | 2013/12/31 | -2.876 M $ | -23.46 % |
| 2026/03/31 | JPST | J P MORGAN EXCHANGE TRADED F | 3.42% | 8.718 M $ | 172257 | 2018/03/31 | 3.215 K $ | 0.04 % |
| 2026/03/31 | GSST | GOLDMAN SACHS ETF TR | 3.21% | 8.193 M $ | 162070 | 2022/12/31 | 12.630 K $ | 0.16 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 2.64% | 6.721 M $ | 38540 | 2017/06/30 | -500.443 K $ | -6.49 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 2.06% | 5.245 M $ | 18238 | 2015/12/31 | -429.223 K $ | -8.13 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 2.01% | 5.115 M $ | 17390 | 2013/12/31 | -476.150 K $ | -8.71 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.70% | 4.342 M $ | 9060 | 2013/12/31 | -210.932 K $ | -4.67 % |
| 2026/03/31 | ORCL | ORACLE CORP | 1.63% | 4.167 M $ | 28325 | 2013/12/31 | -1.346 M $ | -24.52 % |
| 2026/03/31 | CWI | SPDR INDEX SHS FDS | 1.55% | 3.963 M $ | 108311 | 2013/12/31 | 73.500 K $ | 1.87 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 1.34% | 3.417 M $ | 16408 | 2013/12/31 | -350.133 K $ | -9.77 % |
| 2026/03/31 | GOOG | ALPHABET INC | 1.25% | 3.187 M $ | 11111 | 2015/12/31 | -310.456 K $ | -8.59 % |
| 2026/03/31 | IJS | ISHARES TR | 1.19% | 3.031 M $ | 25591 | 2013/12/31 | 119.635 K $ | 4.16 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 1.16% | 2.953 M $ | 6862 | 2013/12/31 | 256.277 K $ | 8.57 % |
| 2026/03/31 | IJR | ISHARES TR | 1.13% | 2.888 M $ | 23236 | 2013/12/31 | 95.795 K $ | 3.44 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 1.10% | 2.803 M $ | 11466 | 2013/12/31 | 408.378 K $ | 18.12 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 1.01% | 2.585 M $ | 2594 | 2013/12/31 | 346.890 K $ | 15.55 % |
| 2026/03/31 | IJJ | ISHARES TR | 0.99% | 2.516 M $ | 18991 | 2013/12/31 | 17.227 K $ | 0.69 % |
| 2026/03/31 | IJH | ISHARES TR | 0.93% | 2.383 M $ | 35285 | 2013/12/31 | 54.287 K $ | 2.32 % |
| 2026/03/31 | JPEM | J P MORGAN EXCHANGE TRADED F | 0.91% | 2.309 M $ | 37165 | 2020/12/31 | 52.439 K $ | 2.31 % |
| 2026/03/31 | IJT | ISHARES TR | 0.85% | 2.175 M $ | 15029 | 2013/12/31 | 53.431 K $ | 2.51 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.82% | 2.079 M $ | 9557 | 2013/12/31 | -110.627 K $ | -4.81 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.81% | 2.055 M $ | 2234 | 2018/09/30 | -278.683 K $ | -14.41 % |
| 2026/03/31 | IJK | ISHARES TR | 0.78% | 1.995 M $ | 19830 | 2013/12/31 | 74.650 K $ | 3.86 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.76% | 1.946 M $ | 6286 | 2021/12/31 | -210.575 K $ | -10.57 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.74% | 1.892 M $ | 2670 | 2013/12/31 | 367.991 K $ | 23.67 % |
| 2026/03/31 | MDY | STATE STR SPDR S&P MIDCAP 40 | 0.70% | 1.792 M $ | 2906 | 2013/12/31 | 39.617 K $ | 2.23 % |
| 2026/03/31 | IVE | ISHARES TR | 0.70% | 1.791 M $ | 8484 | 2013/12/31 | -7.839 K $ | -0.43 % |
| 2026/03/31 | CRM | SALESFORCE INC | 0.70% | 1.777 M $ | 9520 | 2014/03/31 | -749.539 K $ | -29.53 % |
| 2026/03/31 | IWB | ISHARES TR | 0.67% | 1.715 M $ | 4810 | 2015/09/30 | -81.192 K $ | -4.52 % |
| 2026/03/31 | EEM | ISHARES TR | 0.67% | 1.705 M $ | 30025 | 2013/12/31 | 63.803 K $ | 3.80 % |
| 2026/03/31 | IVV | ISHARES TR | 0.60% | 1.542 M $ | 2361 | 2015/09/30 | -74.216 K $ | -4.63 % |
| 2026/03/31 | ALL | ALLSTATE CORP | 0.59% | 1.513 M $ | 7295 | 2013/12/31 | -5.787 K $ | -0.39 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.57% | 1.459 M $ | 18802 | 2013/12/31 | 10.137 K $ | 0.73 % |
| 2026/03/31 | BND | VANGUARD BD INDEX FDS | 0.56% | 1.433 M $ | 19459 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | LOW | LOWES COS INC | 0.56% | 1.416 M $ | 5993 | 2013/12/31 | -29.733 K $ | -2.02 % |
| 2026/03/31 | V | VISA INC | 0.54% | 1.388 M $ | 4593 | 2013/12/31 | -218.551 K $ | -13.82 % |
| 2026/03/31 | AMAT | APPLIED MATLS INC | 0.53% | 1.352 M $ | 3955 | 2016/09/30 | 312.488 K $ | 33.00 % |
| 2026/03/31 | IVW | ISHARES TR | 0.52% | 1.331 M $ | 11765 | 2013/12/31 | -120.328 K $ | -8.23 % |
| 2026/03/31 | WMT | WALMART INC | 0.52% | 1.327 M $ | 10678 | 2013/12/31 | 135.881 K $ | 11.55 % |
| 2026/03/31 | COF | CAPITAL ONE FINL CORP | 0.51% | 1.297 M $ | 7112 | 2025/06/30 | -424.484 K $ | -24.73 % |
| 2026/03/31 | RTX | RTX CORPORATION | 0.51% | 1.294 M $ | 6706 | 2020/06/30 | 61.807 K $ | 5.18 % |
| 2026/03/31 | EWJ | ISHARES INC | 0.50% | 1.284 M $ | 15207 | 2016/12/31 | 59.133 K $ | 4.58 % |
| 2026/03/31 | T | AT&T INC | 0.50% | 1.279 M $ | 44107 | 2013/12/31 | 182.782 K $ | 16.71 % |
| 2026/03/31 | GS | GOLDMAN SACHS GROUP INC | 0.50% | 1.268 M $ | 1499 | 2013/12/31 | -47.501 K $ | -3.76 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.49% | 1.257 M $ | 3919 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IEMG | ISHARES INC | 0.49% | 1.248 M $ | 17893 | 2023/09/30 | 45.699 K $ | 3.76 % |
| 2026/03/31 | RGLD | ROYAL GOLD INC | 0.48% | 1.218 M $ | 4784 | 2016/06/30 | 152.756 K $ | 14.48 % |
| 2026/03/31 | SCHB | SCHWAB STRATEGIC TR | 0.46% | 1.167 M $ | 46476 | 2020/12/31 | -20.764 K $ | -4.31 % |
| 2026/03/31 | TDTT | FLEXSHARES TR | 0.45% | 1.160 M $ | 47836 | 2017/03/31 | 8.430 K $ | 0.75 % |
| 2026/03/31 | MCHP | MICROCHIP TECHNOLOGY INC. | 0.44% | 1.129 M $ | 17468 | 2013/12/31 | 15.457 K $ | 1.40 % |
| 2026/03/31 | EFA | ISHARES TR | 0.41% | 1.040 M $ | 10710 | 2013/12/31 | 12.193 K $ | 1.15 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 0.40% | 1.012 M $ | 10525 | 2018/06/30 | 23.959 K $ | 2.55 % |
| 2026/03/31 | TDTF | FLEXSHARES TR | 0.39% | 999.508 K $ | 41456 | 2018/03/31 | 5.572 K $ | 0.58 % |
| 2026/03/31 | ESS | ESSEX PPTY TR INC | 0.38% | 976.413 K $ | 4034 | 2014/06/30 | -79.389 K $ | -7.52 % |
| 2026/03/31 | CEG | CONSTELLATION ENERGY CORP | 0.38% | 975.979 K $ | 3495 | 2022/09/30 | -269.876 K $ | -20.95 % |
| 2026/03/31 | IGIB | ISHARES TR | 0.38% | 966.787 K $ | 18165 | 2013/12/31 | -12.068 K $ | -1.22 % |
| 2026/03/31 | ABT | ABBOTT LABORATORIES | 0.37% | 944.872 K $ | 9203 | 2013/12/31 | -215.975 K $ | -18.05 % |
| 2026/03/31 | EWU | ISHARES TR | 0.36% | 915.073 K $ | 20085 | 2016/12/31 | 32.129 K $ | 3.59 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.36% | 908.175 K $ | 2761 | 2013/12/31 | -40.473 K $ | -4.42 % |
| 2026/03/31 | CMI | CUMMINS INC | 0.33% | 853.691 K $ | 1586 | 2013/12/31 | 43.450 K $ | 5.40 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 0.32% | 811.797 K $ | 930 | 2024/12/31 | 205.073 K $ | 33.56 % |
| 2026/03/31 | GE | GE AEROSPACE | 0.32% | 807.326 K $ | 2845 | 2023/06/30 | -69.626 K $ | -7.88 % |
| 2026/03/31 | ISRG | INTUITIVE SURGICAL INC | 0.32% | 803.506 K $ | 1743 | 2014/06/30 | -183.133 K $ | -18.60 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.31% | 780.923 K $ | 6492 | 2013/12/31 | 102.564 K $ | 14.28 % |
| 2026/03/31 | GLW | CORNING INC | 0.30% | 764.831 K $ | 5625 | 2024/06/30 | 265.044 K $ | 55.29 % |
| 2026/03/31 | MAR | MARRIOTT INTL INC NEW | 0.29% | 731.485 K $ | 2236 | 2017/03/31 | 34.854 K $ | 5.42 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.27% | 685.603 K $ | 2206 | 2013/12/31 | 10.428 K $ | 1.69 % |
| 2026/03/31 | CAH | CARDINAL HEALTH INC | 0.27% | 682.531 K $ | 3230 | 2022/09/30 | 17.952 K $ | 2.83 % |
| 2026/03/31 | FDX | FEDEX CORP | 0.27% | 679.094 K $ | 1906 | 2013/12/31 | 122.253 K $ | 23.30 % |
| 2026/03/31 | BAC | BANK AMERICA CORP | 0.27% | 676.406 K $ | 13875 | 2016/03/31 | -86.406 K $ | -11.36 % |
| 2026/03/31 | KLAC | KLA CORP | 0.27% | 675.836 K $ | 459 | 2021/03/31 | 108.593 K $ | 21.18 % |
| 2026/03/31 | TIP | ISHARES TR | 0.26% | 672.644 K $ | 6095 | 2013/12/31 | 2.742 K $ | 0.41 % |
| 2026/03/31 | ELS | EQUITY LIFESTYLE PROPERTIES | 0.26% | 671.803 K $ | 10762 | 2020/12/31 | 19.117 K $ | 2.99 % |
| 2026/03/31 | BSV | VANGUARD BD INDEX FDS | 0.26% | 652.214 K $ | 8318 | 2022/12/31 | -3.327 K $ | -0.51 % |
| 2026/03/31 | INTC | INTEL CORP | 0.25% | 634.589 K $ | 14380 | 2013/12/31 | 100.352 K $ | 19.59 % |
| 2026/03/31 | DE | DEERE & CO | 0.24% | 617.940 K $ | 1097 | 2017/12/31 | 112.878 K $ | 20.99 % |
| 2026/03/31 | SPSB | SPDR SERIES TRUST | 0.24% | 608.918 K $ | 20250 | 2013/12/31 | -2.632 K $ | -0.43 % |
| 2026/03/31 | IWM | ISHARES TR | 0.23% | 598.176 K $ | 2412 | 2015/09/30 | 4.438 K $ | 0.75 % |
| 2026/03/31 | CIEN | CIENA CORP | 0.23% | 586.485 K $ | 1510 | 2025/12/31 | 222.278 K $ | 65.97 % |
| 2026/03/31 | DHI | D R HORTON INC | 0.23% | 582.773 K $ | 4247 | 2019/09/30 | -27.219 K $ | -4.73 % |
| 2026/03/31 | AXP | AMERICAN EXPRESS CO | 0.23% | 580.459 K $ | 1919 | 2013/12/31 | -122.727 K $ | -18.24 % |
| 2026/03/31 | KEYS | KEYSIGHT TECHNOLOGIES INC | 0.23% | 573.776 K $ | 2032 | 2019/03/31 | 160.101 K $ | 38.97 % |
| 2026/03/31 | GD | GENERAL DYNAMICS CORP | 0.22% | 562.881 K $ | 1640 | 2013/12/31 | 10.758 K $ | 1.95 % |
| 2026/03/31 | MS | MORGAN STANLEY | 0.22% | 558.551 K $ | 3394 | 2020/06/30 | -37.506 K $ | -7.30 % |
| 2026/03/31 | SCHA | SCHWAB STRATEGIC TR | 0.22% | 558.103 K $ | 19192 | 2013/12/31 | 11.599 K $ | 2.11 % |
| 2026/03/31 | MCK | MCKESSON CORP | 0.22% | 553.830 K $ | 640 | 2022/03/31 | 27.718 K $ | 5.49 % |
| 2026/03/31 | EMR | EMERSON ELEC CO | 0.22% | 548.319 K $ | 4185 | 2013/12/31 | -7.284 K $ | -1.28 % |
| 2026/03/31 | MU | MICRON TECHNOLOGY INC | 0.21% | 536.490 K $ | 1588 | 2025/06/30 | 62.915 K $ | 18.37 % |
| 2026/03/31 | DIS | DISNEY WALT CO | 0.21% | 525.849 K $ | 5456 | 2013/12/31 | -79.594 K $ | -15.29 % |
| 2026/03/31 | JIRE | J P MORGAN EXCHANGE TRADED F | 0.20% | 521.849 K $ | 6890 | 2024/12/31 | 6.032 K $ | 1.15 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.20% | 519.936 K $ | 3599 | 2013/12/31 | 4.236 K $ | 0.79 % |
| 2026/03/31 | CL | COLGATE PALMOLIVE CO | 0.20% | 514.193 K $ | 6033 | 2013/12/31 | 36.657 K $ | 7.86 % |
| 2026/03/31 | UNH | UNITEDHEALTH GROUP INC | 0.20% | 507.294 K $ | 1874 | 2013/12/31 | -120.885 K $ | -18.02 % |
| 2026/03/31 | UNP | UNION PAC CORP | 0.20% | 505.135 K $ | 2082 | 2013/12/31 | 22.792 K $ | 4.89 % |
| 2026/03/31 | DUK | DUKE ENERGY CORP NEW | 0.20% | 500.191 K $ | 3820 | 2013/12/31 | 51.350 K $ | 11.71 % |
| 2026/03/31 | PLD | PROLOGIS INC. | 0.19% | 494.485 K $ | 3741 | 2020/06/30 | 15.462 K $ | 3.54 % |