Neumann Capital Management

Neumann Capital Management as of Dec. 31, 2021

Portfolio Holdings for Neumann Capital Management

Neumann Capital Management holds 91 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.6 $19M 105k 177.57
Ishares Tr Msci Eafe Etf (EFA) 5.5 $14M 172k 78.68
Ishares Tr Core S&p Scp Etf (IJR) 5.2 $13M 112k 114.51
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.1 $13M 27k 474.97
Ishares Tr Core S&p Mcp Etf (IJH) 5.0 $12M 44k 283.08
NVIDIA Corporation (NVDA) 3.7 $9.0M 31k 294.10
Vanguard Index Fds Real Estate Etf (VNQ) 3.6 $8.9M 77k 116.02
Wisdomtree Tr Emg Mkts Smcap (DGS) 3.5 $8.5M 161k 52.92
Spdr Ser Tr S&p Divid Etf (SDY) 3.3 $8.1M 63k 129.12
Oracle Corporation (ORCL) 3.0 $7.5M 86k 87.21
Alphabet Cap Stk Cl A (GOOGL) 3.0 $7.4M 2.5k 2897.05
Ishares Core Msci Emkt (IEMG) 2.8 $6.9M 115k 59.86
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.4 $5.8M 67k 87.01
Ishares Msci Emerg Mrkt (EEMV) 2.3 $5.6M 89k 62.82
Bank of America Corporation (BAC) 2.0 $4.9M 110k 44.49
CVS Caremark Corporation (CVS) 1.8 $4.4M 43k 103.17
Wisdomtree Tr Intl Smcap Div (DLS) 1.8 $4.3M 59k 73.66
Ishares Tr S&p Mc 400gr Etf (IJK) 1.5 $3.8M 44k 85.27
Ishares Tr S&P SML 600 GWT (IJT) 1.5 $3.7M 27k 138.80
Ishares Tr Core S&p Us Gwt (IUSG) 1.5 $3.6M 31k 115.66
Microsoft Corporation (MSFT) 1.4 $3.4M 10k 336.35
Accenture Plc Ireland Shs Class A (ACN) 1.3 $3.2M 7.8k 414.57
Gilead Sciences (GILD) 1.3 $3.1M 43k 72.61
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $3.0M 13k 241.42
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.2 $2.8M 26k 107.44
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.2 $2.8M 26k 110.69
Target Corporation (TGT) 1.1 $2.7M 12k 231.46
Ishares Tr Core Msci Eafe (IEFA) 1.0 $2.4M 33k 74.64
Ishares Tr Sp Smcp600vl Etf (IJS) 1.0 $2.4M 23k 104.51
Allstate Corporation (ALL) 1.0 $2.4M 20k 117.64
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $2.3M 25k 92.77
JPMorgan Chase & Co. (JPM) 0.9 $2.3M 14k 158.36
Verizon Communications (VZ) 0.9 $2.2M 43k 51.97
C H Robinson Worldwide Com New (CHRW) 0.9 $2.2M 20k 107.64
Public Service Enterprise (PEG) 0.9 $2.1M 32k 66.73
Johnson & Johnson (JNJ) 0.9 $2.1M 12k 171.09
Ishares Tr Msci Kld400 Soc (DSI) 0.8 $2.0M 22k 92.94
General Motors Company (GM) 0.8 $2.0M 34k 58.62
Roper Industries (ROP) 0.8 $2.0M 4.0k 491.82
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $1.8M 13k 132.55
Amazon (AMZN) 0.7 $1.7M 522.00 3335.25
Chevron Corporation (CVX) 0.7 $1.6M 14k 117.39
Ishares Tr Eafe Value Etf (EFV) 0.6 $1.6M 31k 50.39
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.6 $1.5M 20k 73.24
Charles Schwab Corporation (SCHW) 0.6 $1.4M 17k 84.08
Ishares Tr Rus 1000 Etf (IWB) 0.5 $1.3M 4.9k 264.39
Constellation Brands Cl A (STZ) 0.5 $1.3M 5.1k 251.03
Bristol Myers Squibb (BMY) 0.5 $1.3M 21k 62.35
McKesson Corporation (MCK) 0.5 $1.2M 4.9k 248.66
Cisco Systems (CSCO) 0.5 $1.2M 18k 63.40
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.2M 5.2k 222.54
3M Company (MMM) 0.4 $1.1M 6.1k 177.66
Wells Fargo & Company (WFC) 0.4 $1.1M 23k 48.00
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $906k 1.8k 517.71
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $882k 11k 83.68
Valero Energy Corporation (VLO) 0.4 $870k 12k 75.08
Walt Disney Company (DIS) 0.3 $831k 5.4k 154.92
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $748k 9.4k 79.49
Ishares Esg Awr Msci Em (ESGE) 0.3 $720k 18k 39.74
Ishares Tr Select Divid Etf (DVY) 0.3 $642k 5.2k 122.57
Vaneck Etf Trust Green Bond Etf (GRNB) 0.3 $640k 24k 26.78
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $621k 11k 55.13
Netflix (NFLX) 0.2 $542k 900.00 602.22
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $525k 19k 27.31
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $474k 11k 41.98
Meta Platforms Cl A (META) 0.2 $471k 1.4k 336.43
Ishares Tr Ishares Biotech (IBB) 0.2 $436k 2.9k 152.55
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $435k 5.2k 83.09
ConocoPhillips (COP) 0.2 $424k 5.9k 72.26
Aptiv SHS (APTV) 0.2 $399k 2.4k 164.88
Ishares Tr Core S&p500 Etf (IVV) 0.2 $382k 800.00 477.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $358k 1.2k 305.46
Sempra Energy (SRE) 0.1 $354k 2.7k 132.39
Merck & Co (MRK) 0.1 $349k 4.6k 76.59
Unum (UNM) 0.1 $349k 14k 24.61
Pfizer (PFE) 0.1 $348k 5.9k 59.10
Jones Lang LaSalle Incorporated (JLL) 0.1 $323k 1.2k 269.17
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $305k 2.5k 122.24
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $304k 1.8k 171.56
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $302k 832.00 362.98
Goldman Sachs (GS) 0.1 $268k 700.00 382.86
Walgreen Boots Alliance (WBA) 0.1 $261k 5.0k 52.16
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $256k 2.2k 115.21
Visa Com Cl A (V) 0.1 $245k 1.1k 216.81
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $234k 2.1k 110.12
Home Depot (HD) 0.1 $218k 525.00 415.24
Morgan Stanley Com New (MS) 0.1 $215k 2.2k 98.08
Alphabet Cap Stk Cl C (GOOG) 0.1 $214k 74.00 2891.89
Intel Corporation (INTC) 0.1 $208k 4.0k 51.43
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $206k 5.6k 36.92
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $200k 4.1k 49.14