Neumann Capital Management

Neumann Capital Management as of Dec. 31, 2022

Portfolio Holdings for Neumann Capital Management

Neumann Capital Management holds 89 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 6.7 $14M 233k 61.64
Apple (AAPL) 5.8 $12M 96k 129.93
Ishares Tr Core S&p Scp Etf (IJR) 5.1 $11M 116k 94.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.0 $11M 28k 382.43
Ishares Tr Core S&p Mcp Etf (IJH) 4.9 $10M 43k 241.90
Ishares Core Msci Emkt (IEMG) 4.8 $10M 221k 46.70
Spdr Ser Tr S&p Divid Etf (SDY) 4.1 $8.8M 70k 125.11
Wisdomtree Tr Emg Mkts Smcap (DGS) 3.4 $7.3M 165k 43.99
Vanguard Bd Index Fds Intermed Term (BIV) 3.4 $7.3M 98k 74.32
Oracle Corporation (ORCL) 3.2 $6.9M 84k 81.74
Vanguard Index Fds Real Estate Etf (VNQ) 2.7 $5.8M 71k 82.48
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.4 $5.2M 70k 73.63
Alphabet Cap Stk Cl A (GOOGL) 2.0 $4.2M 48k 88.23
CVS Caremark Corporation (CVS) 1.9 $4.0M 43k 93.19
NVIDIA Corporation (NVDA) 1.8 $3.9M 27k 146.14
Gilead Sciences (GILD) 1.7 $3.6M 42k 85.85
Wisdomtree Tr Intl Smcap Div (DLS) 1.7 $3.6M 62k 57.96
Bank of America Corporation (BAC) 1.7 $3.5M 107k 33.12
Ishares Tr S&p Mc 400gr Etf (IJK) 1.4 $3.0M 44k 68.30
Ishares Tr S&P SML 600 GWT (IJT) 1.3 $2.9M 26k 108.07
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.3 $2.7M 57k 47.43
Ishares Tr Msci Eafe Etf (EFA) 1.2 $2.6M 40k 65.64
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.2 $2.6M 26k 100.80
Allstate Corporation (ALL) 1.1 $2.4M 18k 135.60
Ishares Tr Core S&p Us Gwt (IUSG) 1.1 $2.4M 29k 81.52
Johnson & Johnson (JNJ) 1.1 $2.3M 13k 176.65
Ishares Tr Sp Smcp600vl Etf (IJS) 1.0 $2.2M 24k 91.31
Chevron Corporation (CVX) 1.0 $2.1M 12k 179.49
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $2.1M 42k 49.49
Ishares Tr Msci Kld400 Soc (DSI) 1.0 $2.1M 29k 71.79
Microsoft Corporation (MSFT) 1.0 $2.0M 8.5k 239.83
Public Service Enterprise (PEG) 0.9 $2.0M 33k 61.27
Accenture Plc Ireland Shs Class A (ACN) 0.9 $2.0M 7.4k 266.84
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.9M 10k 191.19
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.9 $1.9M 22k 86.19
Verizon Communications (VZ) 0.9 $1.9M 47k 39.40
JPMorgan Chase & Co. (JPM) 0.9 $1.8M 14k 134.10
C H Robinson Worldwide Com New (CHRW) 0.8 $1.8M 20k 91.56
Target Corporation (TGT) 0.8 $1.8M 12k 149.04
Roper Industries (ROP) 0.8 $1.7M 4.0k 432.09
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $1.5M 22k 65.74
Bristol Myers Squibb (BMY) 0.7 $1.4M 20k 71.95
Ishares Tr Eafe Value Etf (EFV) 0.7 $1.4M 31k 45.88
Charles Schwab Corporation (SCHW) 0.6 $1.3M 15k 83.26
General Motors Company (GM) 0.6 $1.2M 37k 33.64
Valero Energy Corporation (VLO) 0.6 $1.2M 9.3k 126.87
Constellation Brands Cl A (STZ) 0.6 $1.2M 5.1k 231.75
McKesson Corporation (MCK) 0.5 $1.1M 3.0k 375.12
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $1.1M 11k 105.43
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $1.1M 14k 75.28
Ishares Esg Awr Msci Em (ESGE) 0.5 $1.1M 36k 30.07
Cisco Systems (CSCO) 0.5 $1.0M 21k 47.64
Ishares Tr Rus 1000 Etf (IWB) 0.5 $1.0M 4.8k 210.52
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.4 $925k 17k 53.88
Ishares Tr Russell 2000 Etf (IWM) 0.4 $908k 5.2k 174.36
Ishares Msci Emerg Mrkt (EEMV) 0.4 $882k 17k 53.05
Amazon (AMZN) 0.4 $879k 11k 84.00
3M Company (MMM) 0.3 $718k 6.0k 119.92
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $695k 1.6k 442.79
Wells Fargo & Company (WFC) 0.3 $662k 16k 41.29
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $598k 18k 34.18
Unum (UNM) 0.3 $570k 14k 41.03
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $562k 9.6k 58.50
Ishares Tr Select Divid Etf (DVY) 0.3 $547k 4.5k 120.63
Merck & Co (MRK) 0.2 $529k 4.8k 110.95
ConocoPhillips (COP) 0.2 $494k 4.2k 118.00
Vaneck Etf Trust Green Bond Etf (GRNB) 0.2 $487k 21k 22.99
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $482k 6.2k 77.51
Walt Disney Company (DIS) 0.2 $466k 5.4k 86.88
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $459k 21k 22.30
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $452k 9.7k 46.74
Sempra Energy (SRE) 0.2 $413k 2.7k 154.59
Pfizer (PFE) 0.2 $359k 7.0k 51.24
Ishares Tr Core S&p500 Etf (IVV) 0.2 $340k 885.00 384.21
Netflix (NFLX) 0.2 $328k 1.1k 294.88
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.2 $327k 11k 29.75
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $314k 4.7k 67.45
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $313k 8.9k 35.20
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $276k 832.00 331.33
Ishares Tr Ishares Biotech (IBB) 0.1 $270k 2.1k 131.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $270k 767.00 351.34
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $264k 3.7k 72.44
Celanese Corporation (CE) 0.1 $230k 2.3k 102.24
Aptiv SHS (APTV) 0.1 $225k 2.4k 93.13
Walgreen Boots Alliance (WBA) 0.1 $224k 6.0k 37.36
Intel Corporation (INTC) 0.1 $223k 8.5k 26.43
Visa Com Cl A (V) 0.1 $222k 1.1k 207.76
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $219k 1.0k 214.24
Cognition Therapeutics (CGTX) 0.0 $70k 33k 2.10