Neumann Capital Management

Neumann Capital Management as of March 31, 2022

Portfolio Holdings for Neumann Capital Management

Neumann Capital Management holds 87 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.8 $18M 106k 174.61
Ishares Tr Core S&p Scp Etf (IJR) 5.3 $12M 115k 107.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.3 $12M 27k 451.64
Ishares Tr Msci Eafe Etf (EFA) 5.2 $12M 167k 73.60
Ishares Tr Core S&p Mcp Etf (IJH) 5.0 $12M 44k 268.34
Wisdomtree Tr Emg Mkts Smcap (DGS) 3.6 $8.5M 159k 53.30
NVIDIA Corporation (NVDA) 3.5 $8.3M 30k 272.85
Spdr Ser Tr S&p Divid Etf (SDY) 3.5 $8.2M 64k 128.11
Vanguard Index Fds Real Estate Etf (VNQ) 3.5 $8.1M 75k 108.36
Oracle Corporation (ORCL) 3.0 $7.1M 85k 82.73
Alphabet Cap Stk Cl A (GOOGL) 2.9 $6.9M 2.5k 2781.56
Ishares Core Msci Emkt (IEMG) 2.9 $6.8M 122k 55.55
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.4 $5.7M 69k 82.29
Ishares Msci Emerg Mrkt (EEMV) 2.1 $4.9M 81k 61.03
Bank of America Corporation (BAC) 1.9 $4.4M 107k 41.22
Wisdomtree Tr Intl Smcap Div (DLS) 1.8 $4.3M 62k 68.64
CVS Caremark Corporation (CVS) 1.8 $4.3M 42k 101.20
Ishares Tr Core Msci Eafe (IEFA) 1.6 $3.7M 53k 69.51
Ishares Tr S&p Mc 400gr Etf (IJK) 1.4 $3.4M 44k 77.28
Ishares Tr S&P SML 600 GWT (IJT) 1.4 $3.3M 27k 125.08
Ishares Tr Core S&p Us Gwt (IUSG) 1.3 $3.1M 29k 105.67
Microsoft Corporation (MSFT) 1.2 $2.9M 9.5k 308.33
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.2 $2.8M 26k 109.63
Allstate Corporation (ALL) 1.1 $2.7M 20k 138.50
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.1 $2.6M 26k 101.28
Accenture Plc Ireland Shs Class A (ACN) 1.1 $2.6M 7.8k 337.23
Gilead Sciences (GILD) 1.1 $2.5M 43k 59.45
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $2.5M 29k 86.05
Target Corporation (TGT) 1.1 $2.5M 12k 212.19
Ishares Tr Sp Smcp600vl Etf (IJS) 1.0 $2.4M 24k 102.38
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $2.3M 10k 227.65
Chevron Corporation (CVX) 1.0 $2.3M 14k 162.84
Public Service Enterprise (PEG) 0.9 $2.2M 32k 70.00
Verizon Communications (VZ) 0.9 $2.2M 43k 50.95
Johnson & Johnson (JNJ) 0.9 $2.2M 12k 177.20
C H Robinson Worldwide Com New (CHRW) 0.9 $2.1M 20k 107.73
Ishares Tr Msci Kld400 Soc (DSI) 0.9 $2.0M 23k 86.63
JPMorgan Chase & Co. (JPM) 0.8 $1.9M 14k 136.34
Roper Industries (ROP) 0.8 $1.9M 4.0k 472.31
Amazon (AMZN) 0.7 $1.6M 505.00 3259.41
Ishares Tr Eafe Value Etf (EFV) 0.7 $1.6M 31k 50.26
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $1.6M 13k 120.98
General Motors Company (GM) 0.6 $1.5M 34k 43.75
McKesson Corporation (MCK) 0.6 $1.5M 4.9k 306.19
Bristol Myers Squibb (BMY) 0.6 $1.5M 20k 73.06
Charles Schwab Corporation (SCHW) 0.6 $1.4M 16k 84.30
Ishares Tr Rus 1000 Etf (IWB) 0.5 $1.2M 5.0k 250.15
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.5 $1.2M 19k 64.30
Constellation Brands Cl A (STZ) 0.5 $1.2M 5.1k 230.27
Valero Energy Corporation (VLO) 0.5 $1.2M 12k 101.54
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.5 $1.1M 15k 73.72
Cisco Systems (CSCO) 0.5 $1.1M 20k 55.75
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.1M 5.2k 205.26
Wells Fargo & Company (WFC) 0.4 $1.0M 22k 48.46
3M Company (MMM) 0.4 $907k 6.1k 148.91
Ishares Esg Awr Msci Em (ESGE) 0.4 $864k 24k 36.73
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $809k 1.7k 490.30
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $782k 10k 76.37
Walt Disney Company (DIS) 0.3 $736k 5.4k 137.21
Vaneck Etf Trust Green Bond Etf (GRNB) 0.3 $680k 27k 25.00
Ishares Tr Esg Awre Usd Etf (SUSC) 0.3 $669k 27k 25.13
Ishares Tr Select Divid Etf (DVY) 0.3 $631k 4.9k 128.17
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $609k 12k 52.45
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $593k 15k 39.81
ConocoPhillips (COP) 0.2 $587k 5.9k 100.03
Sempra Energy (SRE) 0.2 $450k 2.7k 168.29
Unum (UNM) 0.2 $447k 14k 31.52
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $425k 5.4k 78.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $420k 1.0k 415.02
Netflix (NFLX) 0.2 $417k 1.1k 374.66
Merck & Co (MRK) 0.2 $384k 4.7k 82.02
Ishares Tr Core S&p500 Etf (IVV) 0.2 $370k 815.00 453.99
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $325k 1.2k 277.30
Meta Platforms Cl A (META) 0.1 $315k 1.4k 222.61
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $309k 8.6k 36.01
Pfizer (PFE) 0.1 $305k 5.9k 51.80
Aptiv SHS (APTV) 0.1 $290k 2.4k 119.83
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $289k 832.00 347.36
Jones Lang LaSalle Incorporated (JLL) 0.1 $287k 1.2k 239.17
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $287k 1.8k 161.96
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $279k 6.4k 43.80
Ishares Tr Ishares Biotech (IBB) 0.1 $268k 2.1k 130.22
Visa Com Cl A (V) 0.1 $251k 1.1k 222.12
Walgreen Boots Alliance (WBA) 0.1 $224k 5.0k 44.76
Alphabet Cap Stk Cl C (GOOG) 0.1 $207k 74.00 2797.30
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $205k 2.1k 96.47
Intel Corporation (INTC) 0.1 $200k 4.0k 49.46