Neumann Capital Management

Neumann Capital Management as of Dec. 31, 2025

Portfolio Holdings for Neumann Capital Management

Neumann Capital Management holds 101 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 8.9 $31M 166k 186.50
Ishares Tr Core Msci Eafe (IEFA) 7.5 $26M 289k 89.46
Apple (AAPL) 6.1 $21M 78k 271.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.1 $18M 26k 681.91
Ishares Core Msci Emkt (IEMG) 4.4 $15M 226k 67.22
Vanguard Bd Index Fds Intermed Term (BIV) 4.2 $14M 185k 77.88
Ishares Tr Core S&p Scp Etf (IJR) 4.1 $14M 118k 120.18
Ishares Tr Core S&p Mcp Etf (IJH) 4.0 $14M 210k 66.00
Oracle Corporation (ORCL) 3.9 $14M 70k 194.91
Alphabet Cap Stk Cl A (GOOGL) 3.9 $13M 43k 313.00
Wisdomtree Tr Emg Mkts Smcap (DGS) 2.6 $9.0M 158k 57.24
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $5.6M 63k 88.49
Bank of America Corporation (BAC) 1.6 $5.5M 100k 55.00
Wisdomtree Tr Intl Smcap Div (DLS) 1.6 $5.4M 67k 81.01
Ishares Tr Esg Msci Kld 400 (DSI) 1.3 $4.7M 36k 128.83
Ishares Tr Core S&p Us Gwt (IUSG) 1.3 $4.7M 28k 167.94
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.3 $4.6M 95k 48.32
Spdr Series Trust State Street Spd (SDY) 1.3 $4.6M 33k 139.16
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $4.5M 58k 78.81
Gilead Sciences (GILD) 1.3 $4.5M 37k 122.74
Ishares Tr S&p Mc 400gr Etf (IJK) 1.2 $4.3M 44k 96.88
Ishares Tr S&P SML 600 GWT (IJT) 1.2 $4.2M 30k 141.16
General Motors Company (GM) 1.2 $4.1M 50k 81.32
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.1 $3.9M 28k 141.06
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.0 $3.5M 27k 131.59
JPMorgan Chase & Co. (JPM) 1.0 $3.3M 10k 322.22
Ishares Tr Sp Smcp600vl Etf (IJS) 0.9 $3.2M 28k 113.72
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.9 $3.1M 65k 47.85
Johnson & Johnson (JNJ) 0.9 $3.1M 15k 206.95
C H Robinson Worldwide Com New (CHRW) 0.9 $3.0M 19k 160.76
Amazon (AMZN) 0.9 $3.0M 13k 230.82
Ishares Tr Msci Eafe Etf (EFA) 0.9 $3.0M 31k 96.03
CVS Caremark Corporation (CVS) 0.8 $2.9M 37k 79.36
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.8 $2.9M 31k 95.09
Microsoft Corporation (MSFT) 0.8 $2.7M 5.6k 483.65
Public Service Enterprise (PEG) 0.7 $2.5M 32k 80.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $2.2M 3.5k 627.13
Ishares Tr Eafe Value Etf (EFV) 0.6 $2.1M 30k 71.41
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $2.1M 26k 80.63
Accenture Plc Ireland Shs Class A (ACN) 0.6 $2.0M 7.6k 268.30
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $2.0M 9.5k 212.07
Allstate Corporation (ALL) 0.6 $2.0M 9.7k 208.15
Roper Industries (ROP) 0.6 $2.0M 4.4k 445.13
McKesson Corporation (MCK) 0.5 $1.9M 2.3k 820.29
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.8M 5.5k 335.27
Chevron Corporation (CVX) 0.5 $1.8M 12k 152.41
Verizon Communications (VZ) 0.5 $1.7M 41k 40.73
Cisco Systems (CSCO) 0.5 $1.6M 21k 77.03
Ishares Esg Awr Msci Em (ESGE) 0.4 $1.5M 35k 44.17
Charles Schwab Corporation (SCHW) 0.4 $1.5M 15k 99.91
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.5M 3.9k 373.44
Target Corporation (TGT) 0.4 $1.3M 13k 97.75
Unum (UNM) 0.4 $1.3M 17k 77.50
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.3M 5.2k 246.16
Wells Fargo & Company (WFC) 0.4 $1.3M 14k 93.20
Ishares Tr Broad Usd High (USHY) 0.4 $1.2M 33k 37.40
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.3 $1.2M 15k 79.84
Valero Energy Corporation (VLO) 0.3 $1.2M 7.3k 162.78
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.1M 9.0k 123.26
First Tr Exchange-traded SHS (FDL) 0.3 $1.1M 24k 44.34
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $1.1M 24k 44.65
Netflix (NFLX) 0.3 $1.0M 11k 93.76
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $995k 12k 83.75
3M Company (MMM) 0.3 $962k 6.0k 160.10
Bristol Myers Squibb (BMY) 0.3 $951k 18k 53.94
Meta Platforms Cl A (META) 0.3 $934k 1.4k 660.09
Vaneck Etf Trust Green Bond Etf (GRNB) 0.3 $889k 37k 24.34
Walt Disney Company (DIS) 0.2 $792k 7.0k 113.77
Merck & Co (MRK) 0.2 $761k 7.2k 105.26
Pfizer (PFE) 0.2 $709k 29k 24.90
Ishares Msci Emrg Chn (EMXC) 0.2 $654k 9.0k 72.68
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.2 $623k 16k 39.10
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $605k 26k 23.38
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $569k 11k 50.29
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $551k 5.0k 110.19
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.2 $543k 11k 47.74
Ishares Tr Select Divid Etf (DVY) 0.2 $539k 3.8k 141.14
Ishares Msci Emerg Mrkt (EEMV) 0.2 $527k 8.2k 64.04
Cummins (CMI) 0.1 $475k 930.00 510.45
Nextera Energy (NEE) 0.1 $475k 5.9k 80.28
Sempra Energy (SRE) 0.1 $472k 5.3k 88.29
Constellation Brands Cl A (STZ) 0.1 $471k 3.4k 137.96
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $460k 972.00 473.30
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $453k 750.00 603.28
Ishares Tr Core S&p500 Etf (IVV) 0.1 $411k 600.00 684.94
Visa Com Cl A (V) 0.1 $410k 1.2k 350.71
ConocoPhillips (COP) 0.1 $383k 4.1k 93.61
Ishares Tr Ishares Biotech (IBB) 0.1 $378k 2.2k 168.77
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $345k 6.0k 57.46
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $339k 6.3k 53.76
Morgan Stanley Com New (MS) 0.1 $320k 1.8k 177.53
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $309k 642.00 480.57
Union Pacific Corporation (UNP) 0.1 $301k 1.3k 231.32
Northrop Grumman Corporation (NOC) 0.1 $289k 507.00 570.21
Vanguard World Inf Tech Etf (VGT) 0.1 $264k 350.00 753.78
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $242k 2.1k 113.92
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $215k 1.5k 141.05
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $212k 1.0k 210.34
Marriott Intl Cl A (MAR) 0.1 $207k 667.00 310.24
Jones Lang LaSalle Incorporated (JLL) 0.1 $202k 600.00 336.47
Tractor Supply Company (TSCO) 0.1 $200k 4.0k 50.01