Neumann Capital Management

Neumann Capital Management as of Sept. 30, 2025

Portfolio Holdings for Neumann Capital Management

Neumann Capital Management holds 103 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 9.3 $32M 171k 186.58
Ishares Tr Core Msci Eafe (IEFA) 7.4 $25M 289k 87.31
Oracle Corporation (ORCL) 5.9 $20M 71k 281.24
Apple (AAPL) 5.8 $20M 78k 254.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.1 $17M 26k 666.17
Ishares Core Msci Emkt (IEMG) 4.4 $15M 228k 65.92
Ishares Tr Core S&p Scp Etf (IJR) 4.1 $14M 117k 118.83
Ishares Tr Core S&p Mcp Etf (IJH) 4.0 $14M 209k 65.26
Vanguard Bd Index Fds Intermed Term (BIV) 3.7 $13M 162k 78.09
Alphabet Cap Stk Cl A (GOOGL) 3.2 $11M 45k 243.10
Wisdomtree Tr Emg Mkts Smcap (DGS) 2.7 $9.2M 161k 57.10
Vanguard Index Fds Real Estate Etf (VNQ) 1.7 $5.8M 64k 91.42
Wisdomtree Tr Intl Smcap Div (DLS) 1.6 $5.4M 68k 79.51
Bank of America Corporation (BAC) 1.5 $5.2M 101k 51.59
Spdr Series Trust S&p Divid Etf (SDY) 1.3 $4.6M 33k 140.05
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $4.6M 58k 78.91
Ishares Tr Core S&p Us Gwt (IUSG) 1.3 $4.6M 28k 164.54
Ishares Tr Esg Msci Kld 400 (DSI) 1.3 $4.6M 37k 125.95
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.3 $4.6M 92k 49.46
Ishares Tr S&p Mc 400gr Etf (IJK) 1.3 $4.3M 45k 95.89
Ishares Tr S&P SML 600 GWT (IJT) 1.2 $4.1M 29k 141.50
Gilead Sciences (GILD) 1.2 $4.1M 37k 111.00
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.1 $3.9M 28k 137.80
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.0 $3.5M 27k 129.72
JPMorgan Chase & Co. (JPM) 1.0 $3.3M 10k 315.43
General Motors Company (GM) 0.9 $3.0M 50k 60.97
Ishares Tr Sp Smcp600vl Etf (IJS) 0.9 $3.0M 28k 110.59
Microsoft Corporation (MSFT) 0.9 $2.9M 5.6k 517.98
Ishares Tr Msci Eafe Etf (EFA) 0.8 $2.9M 31k 93.37
CVS Caremark Corporation (CVS) 0.8 $2.8M 37k 75.39
Johnson & Johnson (JNJ) 0.8 $2.8M 15k 185.42
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.8 $2.7M 56k 48.03
Public Service Enterprise (PEG) 0.8 $2.6M 32k 83.46
C H Robinson Worldwide Com New (CHRW) 0.7 $2.5M 19k 132.40
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $2.5M 26k 92.98
Amazon (AMZN) 0.7 $2.4M 11k 219.57
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $2.1M 26k 81.19
Roper Industries (ROP) 0.6 $2.1M 4.2k 498.69
Ishares Tr Eafe Value Etf (EFV) 0.6 $2.0M 30k 67.83
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $2.0M 9.6k 206.51
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.9M 5.9k 328.17
Allstate Corporation (ALL) 0.6 $1.9M 9.0k 214.65
Verizon Communications (VZ) 0.5 $1.9M 42k 43.95
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.8M 7.4k 246.60
Chevron Corporation (CVX) 0.5 $1.8M 12k 155.29
McKesson Corporation (MCK) 0.5 $1.8M 2.3k 772.54
Ishares Esg Awr Msci Em (ESGE) 0.5 $1.6M 36k 43.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.5M 2.5k 612.38
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.4M 3.9k 365.48
Charles Schwab Corporation (SCHW) 0.4 $1.4M 15k 95.47
Cisco Systems (CSCO) 0.4 $1.4M 21k 68.42
Netflix (NFLX) 0.4 $1.3M 1.1k 1198.92
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.3M 5.2k 241.96
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.4 $1.2M 15k 82.73
Valero Energy Corporation (VLO) 0.4 $1.2M 7.3k 170.25
Unum (UNM) 0.4 $1.2M 16k 77.78
Ishares Tr Broad Usd High (USHY) 0.4 $1.2M 32k 37.78
Target Corporation (TGT) 0.3 $1.2M 13k 89.70
Wells Fargo & Company (WFC) 0.3 $1.1M 14k 83.82
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.1M 9.0k 120.72
First Tr Exchange-traded SHS (FDL) 0.3 $1.0M 24k 43.41
Meta Platforms Cl A (META) 0.3 $1.0M 1.4k 734.38
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $1.0M 23k 44.10
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $1.0M 12k 84.11
3M Company (MMM) 0.3 $933k 6.0k 155.18
Vaneck Etf Trust Green Bond Etf (GRNB) 0.2 $822k 34k 24.43
Bristol Myers Squibb (BMY) 0.2 $795k 18k 45.10
Pfizer (PFE) 0.2 $728k 29k 25.48
Constellation Brands Cl A (STZ) 0.2 $662k 4.9k 134.67
Walt Disney Company (DIS) 0.2 $637k 5.6k 114.50
Fiserv (FI) 0.2 $631k 4.9k 128.93
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.2 $616k 16k 38.69
Ishares Msci Emrg Chn (EMXC) 0.2 $608k 9.0k 67.51
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $593k 25k 23.56
Merck & Co (MRK) 0.2 $570k 6.8k 83.93
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $566k 11k 50.07
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.2 $554k 11k 48.68
Ishares Tr Select Divid Etf (DVY) 0.2 $543k 3.8k 142.10
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $540k 4.8k 111.47
Ishares Msci Emerg Mrkt (EEMV) 0.2 $526k 8.2k 63.83
Sempra Energy (SRE) 0.1 $481k 5.3k 89.98
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $479k 1.0k 468.41
Nextera Energy (NEE) 0.1 $463k 6.1k 75.49
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $447k 750.00 596.03
Ishares Tr Core S&p500 Etf (IVV) 0.1 $402k 600.00 669.30
Cummins (CMI) 0.1 $401k 950.00 422.37
Visa Com Cl A (V) 0.1 $399k 1.2k 341.38
ConocoPhillips (COP) 0.1 $387k 4.1k 94.59
Northrop Grumman Corporation (NOC) 0.1 $367k 602.00 609.32
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $342k 6.0k 57.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $341k 6.3k 54.18
Ishares Tr Ishares Biotech (IBB) 0.1 $323k 2.2k 144.37
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $298k 642.00 463.74
Morgan Stanley Com New (MS) 0.1 $286k 1.8k 158.96
Union Pacific Corporation (UNP) 0.1 $277k 1.2k 236.37
Vanguard World Inf Tech Etf (VGT) 0.1 $261k 350.00 746.63
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $242k 2.1k 113.88
Tractor Supply Company (TSCO) 0.1 $228k 4.0k 56.87
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $213k 1.5k 139.67
Home Depot (HD) 0.1 $213k 525.00 405.19
Cadence Design Systems (CDNS) 0.1 $211k 600.00 351.26
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $205k 1.0k 203.59
Palo Alto Networks (PANW) 0.1 $201k 986.00 203.62