Neumann Capital Management

Neumann Capital Management as of March 31, 2026

Portfolio Holdings for Neumann Capital Management

Neumann Capital Management holds 102 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 8.1 $27M 157k 174.40
Ishares Tr Core Msci Eafe (IEFA) 7.9 $27M 298k 90.53
Apple (AAPL) 5.7 $19M 76k 253.79
Vanguard Bd Index Fds Intermed Term (BIV) 5.0 $17M 218k 77.18
Ishares Core Msci Emkt (IEMG) 4.7 $16M 230k 69.75
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 4.5 $15M 23k 650.33
Ishares Tr Core S&p Scp Etf (IJR) 4.3 $15M 118k 124.31
Ishares Tr Core S&p Mcp Etf (IJH) 4.1 $14M 208k 67.53
Alphabet Cap Stk Cl A (GOOGL) 3.4 $12M 40k 287.56
Oracle Corporation (ORCL) 3.0 $10M 70k 147.11
Wisdomtree Tr Emg Mkts Smcap (DGS) 2.8 $9.5M 157k 60.10
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $5.5M 62k 88.70
Wisdomtree Tr Intl Smcap Div (DLS) 1.6 $5.4M 66k 81.50
Gilead Sciences (GILD) 1.5 $5.0M 36k 139.37
Bank of America Corporation (BAC) 1.4 $4.9M 100k 48.75
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $4.8M 62k 78.41
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.4 $4.7M 97k 48.05
Ishares Tr S&p Mc 400gr Etf (IJK) 1.3 $4.4M 44k 100.62
Ishares Tr Core S&p Us Gwt (IUSG) 1.3 $4.3M 28k 155.11
Ishares Tr Esg Msci Kld 400 (DSI) 1.3 $4.3M 35k 121.19
Ishares Tr S&P SML 600 GWT (IJT) 1.2 $4.2M 29k 144.71
Spdr Series Trust State Street Spd (SDY) 1.2 $4.2M 29k 145.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $4.0M 6.7k 597.55
General Motors Company (GM) 1.1 $3.7M 50k 74.50
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.1 $3.7M 27k 138.32
Johnson & Johnson (JNJ) 1.1 $3.6M 15k 244.44
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.0 $3.4M 26k 132.50
Ishares Tr Sp Smcp600vl Etf (IJS) 1.0 $3.2M 27k 118.45
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.9 $3.2M 67k 47.55
C H Robinson Worldwide In Com New (CHRW) 0.9 $3.1M 19k 166.07
Ishares Tr Msci Eafe Etf (EFA) 0.9 $3.0M 31k 97.13
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.9 $2.9M 31k 95.62
JPMorgan Chase & Co. (JPM) 0.8 $2.9M 9.8k 294.16
Amazon (AMZN) 0.8 $2.7M 13k 208.27
CVS Caremark Corporation (CVS) 0.8 $2.7M 38k 71.82
Public Service Enterprise (PEG) 0.8 $2.6M 32k 80.95
Chevron Corporation (CVX) 0.7 $2.4M 12k 206.89
Ishares Tr Eafe Value Etf (EFV) 0.7 $2.2M 30k 74.35
Microsoft Corporation (MSFT) 0.7 $2.2M 6.0k 370.19
Verizon Communications (VZ) 0.6 $2.1M 41k 50.20
Allstate Corporation (ALL) 0.6 $2.0M 9.8k 207.34
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.9M 9.2k 211.15
McKesson Corporation (MCK) 0.6 $1.9M 2.2k 865.36
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $1.8M 23k 79.56
Valero Energy Corporation (VLO) 0.5 $1.8M 7.1k 247.08
Ishares Tr Broad Usd High (USHY) 0.5 $1.6M 44k 36.84
Target Corporation (TGT) 0.5 $1.6M 13k 121.20
First Tr Exchange-traded SHS (FDL) 0.5 $1.6M 32k 50.80
Cisco Systems (CSCO) 0.5 $1.6M 20k 77.59
Roper Industries (ROP) 0.5 $1.6M 4.4k 353.86
Ishares Esg Awr Msci Em (ESGE) 0.5 $1.5M 34k 45.47
Accenture Plc Ireland Shs Class A (ACN) 0.4 $1.5M 7.7k 198.29
Charles Schwab Corporation (SCHW) 0.4 $1.4M 15k 93.98
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.4M 4.0k 356.56
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.3M 5.2k 248.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.2M 3.8k 320.81
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.3 $1.2M 15k 78.77
Unum (UNM) 0.3 $1.2M 16k 73.03
Bristol Myers Squibb (BMY) 0.3 $1.1M 18k 60.65
Wells Fargo & Company (WFC) 0.3 $1.1M 14k 79.61
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $1.1M 24k 45.06
Netflix (NFLX) 0.3 $1.0M 11k 96.15
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.0M 9.0k 113.11
Vaneck Etf Trust Green Bond Etf (GRNB) 0.3 $990k 41k 23.96
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $979k 12k 82.75
3M Company (MMM) 0.3 $873k 6.0k 145.23
Merck & Co (MRK) 0.3 $869k 7.2k 120.29
Meta Platforms Cl A (META) 0.2 $800k 1.4k 572.13
Pfizer (PFE) 0.2 $799k 29k 28.08
Ishares Msci Emrg Chn (EMXC) 0.2 $711k 9.0k 78.66
Walt Disney Company (DIS) 0.2 $671k 7.0k 96.38
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.2 $627k 16k 38.77
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $616k 12k 49.89
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $607k 26k 23.14
Ishares Tr Select Divid Etf (DVY) 0.2 $578k 3.8k 151.41
Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $563k 9.9k 56.86
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $557k 5.1k 108.99
Nextera Energy (NEE) 0.2 $549k 5.9k 92.88
ConocoPhillips (COP) 0.2 $540k 4.1k 132.00
Ishares Msci Emerg Mrkt (EEMV) 0.2 $533k 8.2k 64.73
Sempra Energy (SRE) 0.2 $520k 5.3k 97.17
Cummins (CMI) 0.1 $500k 930.00 538.02
Constellation Brands Cl A (STZ) 0.1 $490k 3.3k 150.00
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $471k 12k 41.08
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $432k 700.00 616.76
Ishares Tr Core S&p500 Etf (IVV) 0.1 $392k 600.00 653.21
Ishares Tr Ishares Biotech (IBB) 0.1 $378k 2.2k 168.85
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $372k 872.00 426.40
Visa Com Cl A (V) 0.1 $354k 1.2k 302.24
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $335k 6.2k 54.05
Union Pacific Corporation (UNP) 0.1 $316k 1.3k 242.62
Morgan Stanley Com New (MS) 0.1 $296k 1.8k 164.57
Northrop Grumman Corporation (NOC) 0.1 $287k 421.00 682.24
Corning Incorporated (GLW) 0.1 $272k 2.0k 135.97
Exxon Mobil Corporation (XOM) 0.1 $264k 1.6k 169.66
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $251k 542.00 463.19
Vanguard World Inf Tech Etf (VGT) 0.1 $244k 350.00 697.72
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $237k 2.1k 111.37
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $222k 1.5k 145.74
CF Industries Holdings (CF) 0.1 $221k 1.7k 129.84
Marriott Intl Cl A (MAR) 0.1 $218k 667.00 327.07
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $215k 1.0k 213.67