Neumann Capital Management

Neumann Capital Management as of June 30, 2025

Portfolio Holdings for Neumann Capital Management

Neumann Capital Management holds 100 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 8.7 $28M 175k 157.99
Ishares Tr Core Msci Eafe (IEFA) 7.8 $25M 295k 83.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.3 $17M 27k 617.84
Oracle Corporation (ORCL) 5.2 $16M 75k 218.63
Apple (AAPL) 5.0 $16M 78k 205.17
Ishares Core Msci Emkt (IEMG) 4.4 $14M 233k 60.03
Ishares Tr Core S&p Mcp Etf (IJH) 4.1 $13M 209k 62.02
Ishares Tr Core S&p Scp Etf (IJR) 4.1 $13M 119k 109.29
Vanguard Bd Index Fds Intermed Term (BIV) 3.7 $12M 153k 77.34
Wisdomtree Tr Emg Mkts Smcap (DGS) 2.8 $9.0M 163k 55.24
Alphabet Cap Stk Cl A (GOOGL) 2.6 $8.2M 47k 176.23
Vanguard Index Fds Real Estate Etf (VNQ) 1.8 $5.7M 64k 89.06
Wisdomtree Tr Intl Smcap Div (DLS) 1.6 $5.2M 69k 75.11
Bank of America Corporation (BAC) 1.6 $5.0M 106k 47.32
Spdr Series Trust S&p Divid Etf (SDY) 1.5 $4.6M 34k 135.73
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.5 $4.6M 94k 49.51
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $4.5M 57k 78.70
Gilead Sciences (GILD) 1.3 $4.3M 39k 110.87
Ishares Tr Esg Msci Kld 400 (DSI) 1.3 $4.2M 36k 116.16
Ishares Tr Core S&p Us Gwt (IUSG) 1.3 $4.2M 28k 150.40
Ishares Tr S&p Mc 400gr Etf (IJK) 1.3 $4.0M 44k 90.98
Ishares Tr S&P SML 600 GWT (IJT) 1.2 $3.8M 29k 133.04
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.1 $3.6M 28k 128.52
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.1 $3.4M 27k 123.58
JPMorgan Chase & Co. (JPM) 1.1 $3.3M 12k 289.91
Microsoft Corporation (MSFT) 1.0 $3.1M 6.3k 497.43
Ishares Tr Msci Eafe Etf (EFA) 0.9 $2.8M 31k 89.39
Public Service Enterprise (PEG) 0.9 $2.8M 33k 84.18
Ishares Tr Sp Smcp600vl Etf (IJS) 0.8 $2.6M 27k 99.49
CVS Caremark Corporation (CVS) 0.8 $2.5M 37k 68.98
General Motors Company (GM) 0.8 $2.5M 52k 49.21
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.8 $2.5M 53k 47.54
Amazon (AMZN) 0.8 $2.4M 11k 219.39
Roper Industries (ROP) 0.7 $2.3M 4.1k 566.84
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $2.3M 26k 89.22
Johnson & Johnson (JNJ) 0.7 $2.3M 15k 152.75
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $2.2M 45k 49.03
Accenture Plc Ireland Shs Class A (ACN) 0.7 $2.1M 7.2k 298.89
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $2.1M 26k 80.65
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.1M 7.0k 303.93
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.9M 9.9k 195.42
Ishares Tr Eafe Value Etf (EFV) 0.6 $1.9M 30k 63.48
Verizon Communications (VZ) 0.6 $1.8M 42k 43.27
C H Robinson Worldwide Com New (CHRW) 0.6 $1.8M 19k 95.95
Allstate Corporation (ALL) 0.6 $1.8M 9.0k 201.31
McKesson Corporation (MCK) 0.5 $1.7M 2.3k 732.78
Chevron Corporation (CVX) 0.5 $1.7M 12k 143.19
Netflix (NFLX) 0.5 $1.4M 1.1k 1339.13
Cisco Systems (CSCO) 0.4 $1.4M 21k 69.38
Ishares Esg Awr Msci Em (ESGE) 0.4 $1.4M 36k 39.17
Charles Schwab Corporation (SCHW) 0.4 $1.4M 15k 91.24
Target Corporation (TGT) 0.4 $1.3M 14k 98.65
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.3M 3.9k 339.57
Unum (UNM) 0.4 $1.3M 16k 80.76
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.4 $1.2M 15k 80.23
Ishares Tr Broad Usd High (USHY) 0.4 $1.2M 31k 37.51
First Tr Exchange-traded SHS (FDL) 0.4 $1.2M 28k 41.87
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.1M 5.2k 215.79
Wells Fargo & Company (WFC) 0.3 $1.1M 14k 80.12
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.1M 1.9k 568.03
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $1.1M 13k 82.92
Valero Energy Corporation (VLO) 0.3 $1.1M 7.8k 134.41
Meta Platforms Cl A (META) 0.3 $1.0M 1.4k 738.09
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $985k 9.0k 110.10
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $935k 23k 40.74
3M Company (MMM) 0.3 $915k 6.0k 152.24
Bristol Myers Squibb (BMY) 0.3 $846k 18k 46.29
Fiserv (FI) 0.3 $843k 4.9k 172.41
Vaneck Etf Trust Green Bond Etf (GRNB) 0.3 $816k 34k 24.24
Constellation Brands Cl A (STZ) 0.3 $803k 4.9k 162.68
Pfizer (PFE) 0.2 $693k 29k 24.24
Walt Disney Company (DIS) 0.2 $690k 5.6k 124.01
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $626k 27k 23.23
Ishares Msci Emrg Chn (EMXC) 0.2 $568k 9.0k 63.14
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.2 $561k 16k 36.05
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $547k 5.0k 109.61
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.2 $542k 11k 48.45
Ishares Msci Emerg Mrkt (EEMV) 0.2 $517k 8.2k 62.80
Ishares Tr Select Divid Etf (DVY) 0.2 $507k 3.8k 132.81
Merck & Co (MRK) 0.1 $466k 5.9k 79.16
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $434k 1.0k 424.58
Nextera Energy (NEE) 0.1 $426k 6.1k 69.42
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $425k 750.00 566.48
Visa Com Cl A (V) 0.1 $416k 1.2k 355.05
Sempra Energy (SRE) 0.1 $405k 5.3k 75.77
Ishares Tr Core S&p500 Etf (IVV) 0.1 $373k 600.00 620.90
ConocoPhillips (COP) 0.1 $367k 4.1k 89.74
Goldman Sachs (GS) 0.1 $334k 472.00 707.75
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $312k 6.3k 49.46
Cummins (CMI) 0.1 $311k 950.00 327.50
Northrop Grumman Corporation (NOC) 0.1 $301k 602.00 499.98
Ishares Tr Ishares Biotech (IBB) 0.1 $283k 2.2k 126.51
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $283k 642.00 440.65
Union Pacific Corporation (UNP) 0.1 $269k 1.2k 230.08
Morgan Stanley Com New (MS) 0.1 $254k 1.8k 140.86
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $238k 2.1k 112.00
Vanguard World Inf Tech Etf (VGT) 0.1 $232k 350.00 663.28
Tractor Supply Company (TSCO) 0.1 $211k 4.0k 52.77
Palo Alto Networks (PANW) 0.1 $202k 986.00 204.64
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $201k 1.5k 132.14