Neumann Capital Management

Neumann Capital Management as of Dec. 31, 2024

Portfolio Holdings for Neumann Capital Management

Neumann Capital Management holds 101 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 8.2 $25M 183k 134.29
Ishares Tr Core Msci Eafe (IEFA) 6.8 $21M 293k 70.28
Apple (AAPL) 6.4 $19M 77k 250.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.4 $16M 28k 586.07
Ishares Tr Core S&p Scp Etf (IJR) 4.6 $14M 119k 115.22
Ishares Tr Core S&p Mcp Etf (IJH) 4.3 $13M 209k 62.31
Oracle Corporation (ORCL) 4.3 $13M 77k 166.64
Ishares Core Msci Emkt (IEMG) 3.8 $12M 222k 52.22
Vanguard Bd Index Fds Intermed Term (BIV) 3.2 $9.6M 129k 74.73
Alphabet Cap Stk Cl A (GOOGL) 3.0 $9.0M 48k 189.30
Wisdomtree Tr Emg Mkts Smcap (DGS) 2.7 $8.1M 166k 48.92
Vanguard Index Fds Real Estate Etf (VNQ) 1.9 $5.8M 66k 89.08
Spdr Ser Tr S&p Divid Etf (SDY) 1.8 $5.3M 40k 132.10
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.7 $5.0M 65k 77.27
Bank of America Corporation (BAC) 1.6 $4.7M 107k 43.95
Wisdomtree Tr Intl Smcap Div (DLS) 1.5 $4.5M 71k 62.95
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.5 $4.4M 90k 49.05
Ishares Tr Core S&p Us Gwt (IUSG) 1.4 $4.2M 30k 139.35
Ishares Tr Msci Kld400 Soc (DSI) 1.3 $4.0M 36k 110.25
Ishares Tr S&P SML 600 GWT (IJT) 1.2 $3.7M 28k 135.37
Ishares Tr S&p Mc 400gr Etf (IJK) 1.2 $3.7M 41k 90.93
Gilead Sciences (GILD) 1.2 $3.7M 40k 92.37
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.1 $3.3M 26k 124.96
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.0 $3.2M 27k 117.48
JPMorgan Chase & Co. (JPM) 1.0 $3.0M 13k 239.71
Public Service Enterprise (PEG) 0.9 $2.8M 33k 84.49
Ishares Tr Sp Smcp600vl Etf (IJS) 0.9 $2.8M 26k 108.61
General Motors Company (GM) 0.9 $2.7M 52k 53.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $2.7M 54k 50.13
Microsoft Corporation (MSFT) 0.9 $2.7M 6.4k 421.52
Ishares Tr Msci Eafe Etf (EFA) 0.9 $2.6M 35k 75.61
Accenture Plc Ireland Shs Class A (ACN) 0.8 $2.5M 7.1k 351.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $2.3M 7.8k 289.81
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $2.2M 28k 78.65
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $2.2M 11k 190.88
Roper Industries (ROP) 0.7 $2.1M 4.1k 519.85
Johnson & Johnson (JNJ) 0.7 $2.1M 15k 144.62
Amazon (AMZN) 0.7 $2.0M 9.2k 219.39
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $2.0M 27k 76.14
C H Robinson Worldwide Com New (CHRW) 0.6 $2.0M 19k 103.32
Target Corporation (TGT) 0.6 $1.9M 14k 135.18
Allstate Corporation (ALL) 0.6 $1.7M 8.8k 192.79
Chevron Corporation (CVX) 0.6 $1.7M 12k 144.84
Verizon Communications (VZ) 0.6 $1.7M 42k 39.99
CVS Caremark Corporation (CVS) 0.6 $1.7M 37k 44.89
Ishares Tr Eafe Value Etf (EFV) 0.5 $1.6M 30k 52.47
McKesson Corporation (MCK) 0.5 $1.4M 2.4k 569.91
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.4 $1.3M 29k 46.44
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.3M 4.0k 322.16
Ishares Esg Awr Msci Em (ESGE) 0.4 $1.3M 38k 33.39
Cisco Systems (CSCO) 0.4 $1.3M 21k 59.20
Unum (UNM) 0.4 $1.2M 16k 73.03
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.2M 5.2k 220.96
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.4 $1.1M 15k 75.53
Bristol Myers Squibb (BMY) 0.4 $1.1M 20k 56.56
Charles Schwab Corporation (SCHW) 0.4 $1.1M 15k 74.01
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $1.1M 10k 106.84
Constellation Brands Cl A (STZ) 0.3 $1.0M 4.7k 221.00
Tesla Motors (TSLA) 0.3 $1.0M 2.5k 403.84
Fiserv (FI) 0.3 $1.0M 4.9k 205.42
Netflix (NFLX) 0.3 $961k 1.1k 891.32
Valero Energy Corporation (VLO) 0.3 $958k 7.8k 122.58
Wells Fargo & Company (WFC) 0.3 $957k 14k 70.24
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $950k 12k 80.27
Ishares Tr Broad Usd High (USHY) 0.3 $933k 25k 36.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $929k 21k 44.04
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $912k 22k 41.88
Meta Platforms Cl A (META) 0.3 $829k 1.4k 585.51
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $812k 8.0k 101.53
3M Company (MMM) 0.3 $776k 6.0k 129.09
First Tr Morningstar Divid L SHS (FDL) 0.2 $703k 18k 40.26
Vaneck Etf Trust Green Bond Etf (GRNB) 0.2 $674k 29k 23.70
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $611k 27k 22.72
Pfizer (PFE) 0.2 $599k 23k 26.53
Walt Disney Company (DIS) 0.2 $597k 5.4k 111.35
Merck & Co (MRK) 0.2 $585k 5.9k 99.48
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $513k 900.00 569.58
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.2 $509k 15k 34.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $507k 940.00 538.81
Ishares Tr Select Divid Etf (DVY) 0.2 $501k 3.8k 131.29
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.2 $501k 11k 47.38
Sempra Energy (SRE) 0.2 $469k 5.3k 87.72
Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $458k 8.0k 57.28
Nextera Energy (NEE) 0.1 $440k 6.1k 71.69
Ishares Msci Emerg Mrkt (EEMV) 0.1 $437k 7.5k 57.99
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $410k 1.0k 401.58
ConocoPhillips (COP) 0.1 $405k 4.1k 99.17
Ishares Tr Core S&p500 Etf (IVV) 0.1 $403k 685.00 588.68
Cummins (CMI) 0.1 $366k 1.1k 348.60
Visa Com Cl A (V) 0.1 $338k 1.1k 316.04
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $318k 4.7k 68.43
Ishares Tr Ishares Biotech (IBB) 0.1 $296k 2.2k 132.21
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $286k 672.00 425.50
Goldman Sachs (GS) 0.1 $269k 470.00 572.62
Union Pacific Corporation (UNP) 0.1 $244k 1.1k 228.04
Morgan Stanley Com New (MS) 0.1 $226k 1.8k 125.72
Vanguard World Inf Tech Etf (VGT) 0.1 $218k 350.00 621.80
Tractor Supply Company (TSCO) 0.1 $212k 4.0k 53.06
Home Depot (HD) 0.1 $208k 534.00 388.99
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $206k 2.1k 96.83
salesforce (CRM) 0.1 $201k 600.00 334.33