Neumann Capital Management
Latest statistics and disclosures from Neumann Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EFA, EEMV, IJR, AAPL, IJH, and represent 29.68% of Neumann Capital Management's stock portfolio.
- Added to shares of these 10 stocks: IJK, IJT, IJJ, IJS, EFA, IVW, DSI, JLL, VFC, EFG.
- Started 4 new stock positions in JLL, VFC, SRCL, EFG.
- Reduced shares in these 10 stocks: NFLX, AAPL, EFV, NVDA, COP, GOOGL, CVX, DGS, MSFT, DLS.
- Neumann Capital Management was a net buyer of stock by $7.2M.
- Neumann Capital Management has $198M in assets under management (AUM), dropping by 13.90%.
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Portfolio Holdings for Neumann Capital Management
Companies in the Neumann Capital Management portfolio as of the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Msci Eafe Etf (EFA) | 6.4 | $13M | +5% | 175k | 72.96 | |
Ishares Msci Emerg Mrkt (EEMV) | 6.3 | $13M | 204k | 61.08 | ||
Ishares Tr Core S&p Scp Etf (IJR) | 5.9 | $12M | 127k | 91.90 | ||
Apple (AAPL) | 5.7 | $11M | -3% | 85k | 132.69 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 5.4 | $11M | 46k | 229.83 | ||
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.0 | $9.9M | 27k | 373.87 | ||
Wisdomtree Tr Emg Mkts Smcap (DGS) | 3.8 | $7.5M | 158k | 47.72 | ||
Vanguard Index Fds Real Estate Etf (VNQ) | 3.5 | $6.9M | 81k | 84.93 | ||
Spdr Ser Tr S&p Divid Etf (SDY) | 3.4 | $6.8M | 64k | 105.93 | ||
Oracle Corporation (ORCL) | 3.0 | $6.0M | 93k | 64.69 | ||
Ishares Tr Iboxx Hi Yd Etf (HYG) | 2.9 | $5.7M | 66k | 87.31 | ||
NVIDIA Corporation (NVDA) | 2.7 | $5.3M | -2% | 10k | 522.20 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $5.3M | -2% | 3.0k | 1752.57 | |
Bank of America Corporation (BAC) | 1.7 | $3.5M | 114k | 30.31 | ||
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Wisdomtree Tr Intl Smcap Div (DLS) | 1.7 | $3.4M | -2% | 50k | 68.12 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 1.7 | $3.3M | +298% | 46k | 72.23 | |
Ishares Tr S&P SML 600 GWT (IJT) | 1.6 | $3.2M | +99% | 28k | 114.18 | |
CVS Caremark Corporation (CVS) | 1.5 | $2.9M | 43k | 68.30 | ||
Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $2.9M | 15k | 194.66 | ||
Ishares Tr Core S&p Us Gwt (IUSG) | 1.4 | $2.8M | 32k | 88.70 | ||
Microsoft Corporation (MSFT) | 1.3 | $2.6M | -3% | 12k | 222.46 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.3 | $2.5M | 26k | 97.15 | ||
Gilead Sciences (GILD) | 1.3 | $2.5M | 43k | 58.27 | ||
Verizon Communications (VZ) | 1.2 | $2.5M | 42k | 58.75 | ||
Target Corporation (TGT) | 1.2 | $2.4M | -2% | 14k | 176.52 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.2 | $2.3M | 25k | 92.57 | ||
Allstate Corporation (ALL) | 1.1 | $2.3M | 21k | 109.94 | ||
Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.1 | $2.2M | +99% | 26k | 86.31 | |
Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $2.1M | 7.9k | 261.25 | ||
JPMorgan Chase & Co. (JPM) | 1.0 | $2.0M | 16k | 127.06 | ||
C H Robinson Worldwide Com New (CHRW) | 1.0 | $2.0M | 21k | 93.89 | ||
Ishares Tr Sp Smcp600vl Etf (IJS) | 1.0 | $1.9M | +100% | 23k | 81.32 | |
Johnson & Johnson (JNJ) | 1.0 | $1.9M | 12k | 157.39 | ||
Public Service Enterprise (PEG) | 0.9 | $1.9M | 32k | 58.31 | ||
Roper Industries (ROP) | 0.9 | $1.8M | -2% | 4.2k | 431.06 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.9 | $1.8M | 13k | 138.14 | ||
Amazon (AMZN) | 0.8 | $1.6M | 488.00 | 3256.15 | ||
Ishares Tr Eafe Value Etf (EFV) | 0.8 | $1.5M | -11% | 33k | 47.22 | |
Ishares Tr MRGSTR MD CP GRW (JKH) | 0.8 | $1.5M | 4.0k | 382.57 | ||
General Motors Company (GM) | 0.7 | $1.5M | 36k | 41.63 | ||
Netflix (NFLX) | 0.7 | $1.4M | -28% | 2.5k | 540.80 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $1.3M | -2% | 6.6k | 196.08 | |
Chevron Corporation (CVX) | 0.6 | $1.2M | -9% | 14k | 84.44 | |
Bristol Myers Squibb (BMY) | 0.6 | $1.2M | 19k | 62.02 | ||
Constellation Brands Cl A (STZ) | 0.6 | $1.1M | 5.2k | 219.13 | ||
3M Company (MMM) | 0.6 | $1.1M | 6.4k | 174.78 | ||
Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $1.1M | 5.1k | 211.79 | ||
Walt Disney Company (DIS) | 0.5 | $972k | 5.4k | 181.21 | ||
Charles Schwab Corporation (SCHW) | 0.5 | $931k | 18k | 53.07 | ||
Ishares Tr Msci Kld400 Soc (DSI) | 0.5 | $918k | +100% | 13k | 71.51 | |
McKesson Corporation (MCK) | 0.4 | $844k | +4% | 4.9k | 174.02 | |
Valero Energy Corporation (VLO) | 0.4 | $828k | +24% | 15k | 56.57 | |
Cisco Systems (CSCO) | 0.4 | $806k | 18k | 44.75 | ||
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $781k | +300% | 12k | 63.81 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $735k | -2% | 1.8k | 420.00 | |
Wells Fargo & Company (WFC) | 0.4 | $714k | 24k | 30.19 | ||
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.3 | $580k | +3% | 9.9k | 58.60 | |
Ishares Tr Nasdaq Biotech (IBB) | 0.3 | $554k | 3.7k | 151.45 | ||
Ishares Tr Select Divid Etf (DVY) | 0.3 | $542k | 5.6k | 96.13 | ||
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $460k | 6.7k | 68.56 | ||
Facebook Cl A (FB) | 0.2 | $385k | 1.4k | 273.05 | ||
Sempra Energy (SRE) | 0.2 | $341k | 2.7k | 127.52 | ||
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $333k | +4% | 4.6k | 73.11 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $331k | 1.1k | 305.92 | ||
Aptiv SHS (APTV) | 0.2 | $315k | 2.4k | 130.17 | ||
Merck & Co (MRK) | 0.2 | $311k | 3.8k | 81.69 | ||
Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $301k | +30% | 2.1k | 141.31 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $300k | 800.00 | 375.00 | ||
Unum (UNM) | 0.2 | $299k | 13k | 22.97 | ||
Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $289k | 3.1k | 92.75 | ||
Visa Com Cl A (V) | 0.1 | $263k | 1.2k | 219.17 | ||
Jones Lang LaSalle Incorporated (JLL) | 0.1 | $252k | NEW | 1.7k | 148.24 | |
ConocoPhillips (COP) | 0.1 | $235k | -35% | 5.9k | 40.05 | |
V.F. Corporation (VFC) | 0.1 | $232k | NEW | 2.7k | 85.29 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $215k | -16% | 3.1k | 69.11 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $214k | NEW | 2.1k | 100.71 | |
Pfizer (PFE) | 0.1 | $209k | 5.7k | 36.74 | ||
Stericycle (SRCL) | 0.1 | $208k | NEW | 3.0k | 69.33 |
Past Filings by Neumann Capital Management
SEC 13F filings are viewable for Neumann Capital Management going back to 2014
- Neumann Capital Management 2020 Q4 filed Feb. 4, 2021
- Neumann Capital Management 2020 Q3 filed Nov. 2, 2020
- Neumann Capital Management 2020 Q2 filed July 23, 2020
- Neumann Capital Management 2020 Q1 filed May 13, 2020
- Neumann Capital Management 2019 Q4 filed Jan. 24, 2020
- Neumann Capital Management 2019 Q3 filed Oct. 28, 2019
- Neumann Capital Management 2019 Q2 filed July 25, 2019
- Neumann Capital Management 2019 Q1 filed May 9, 2019
- Neumann Capital Management 2018 Q4 filed Jan. 30, 2019
- Neumann Capital Management 2018 Q3 filed Nov. 1, 2018
- Neumann Capital Management 2018 Q2 filed Aug. 10, 2018
- Neumann Capital Management 2018 Q1 filed May 9, 2018
- Neumann Capital Management 2017 Q4 filed Feb. 5, 2018
- Neumann Capital Management 2017 Q3 filed Nov. 14, 2017
- Neumann Capital Management 2017 Q2 filed Aug. 7, 2017
- Neumann Capital Management 2017 Q1 filed May 10, 2017