Neumann Capital Management

Neumann Capital Management as of June 30, 2026

Portfolio Holdings for Neumann Capital Management

Neumann Capital Management holds 58 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Scp Etf (IJR) 11.6 $18M 119k 148.31
Vanguard Bd Index Fds Intermed Term (BIV) 11.1 $17M 218k 76.70
Ishares Tr Core S&p Mcp Etf (IJH) 10.6 $16M 209k 77.11
Vanguard Index Fds Real Estate Etf (VNQ) 3.9 $6.0M 62k 96.43
Ishares Tr Core S&p Us Gwt (IUSG) 3.5 $5.2M 28k 188.09
Ishares Tr S&P SML 600 GWT (IJT) 3.5 $5.2M 29k 178.60
Ishares Tr S&p Mc 400gr Etf (IJK) 3.4 $5.1M 44k 117.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.4 $5.1M 7.4k 686.81
Ishares Tr Esg Msci Kld Etf (DSI) 3.3 $5.0M 35k 142.39
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.1 $4.7M 61k 77.91
Gilead Sciences (GILD) 3.0 $4.5M 36k 126.34
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.8 $4.2M 27k 156.95
CVS Caremark Corporation (CVS) 2.6 $3.9M 38k 103.45
Ishares Tr S&p Mc 400vl Etf (IJJ) 2.5 $3.8M 26k 147.73
Johnson & Johnson (JNJ) 2.5 $3.7M 15k 253.97
Ishares Tr Sp Smcp600vl Etf (IJS) 2.4 $3.7M 27k 136.68
Ishares Tr Msci Eafe Etf (EFA) 2.1 $3.1M 30k 103.88
Public Service Enterprise (PEG) 1.6 $2.5M 30k 81.16
Ishares Tr Eafe Value Etf (EFV) 1.5 $2.3M 30k 76.55
Microsoft Corporation (MSFT) 1.5 $2.3M 6.0k 373.04
Ishares Tr S&p 500 Val Etf (IVE) 1.4 $2.0M 9.0k 227.06
Chevron Corporation (CVX) 1.3 $2.0M 12k 165.76
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.2 $1.8M 23k 79.97
Ishares Tr Rus 1000 Etf (IWB) 1.1 $1.6M 4.0k 409.50
Ishares Tr Russell 2000 Etf (IWM) 1.0 $1.6M 5.2k 300.45
Ishares Tr MRGSTR MD CP GRW (IMCG) 1.0 $1.5M 15k 98.30
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.5M 3.9k 370.04
First Tr Exchange-traded SHS (FDL) 0.9 $1.4M 29k 48.66
Charles Schwab Corporation (SCHW) 0.9 $1.4M 15k 92.27
Roper Industries (ROP) 0.9 $1.4M 4.1k 338.39
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $1.2M 9.0k 137.53
Wells Fargo & Company (WFC) 0.7 $1.1M 14k 82.64
Bristol Myers Squibb (BMY) 0.7 $1.0M 18k 57.62
Pfizer (PFE) 0.5 $719k 30k 24.08
Walt Disney Company (DIS) 0.4 $670k 7.0k 96.25
Ishares Tr Core S&p500 Etf (IVV) 0.4 $670k 894.00 748.89
Cummins (CMI) 0.4 $663k 930.00 713.21
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $629k 12k 50.58
Ishares Msci Emerg Mrkt (EEMV) 0.4 $620k 8.2k 75.28
Ishares Tr Select Divid Etf (DVY) 0.4 $597k 3.8k 156.30
Ishares Tr Calif Mun Bd Etf (CMF) 0.4 $571k 9.9k 57.64
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $543k 5.0k 109.07
Corning Incorporated (GLW) 0.3 $511k 2.0k 255.43
Sempra Energy (SRE) 0.3 $496k 5.3k 92.71
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $433k 3.5k 124.17
Ishares Tr Ishares Biotech (IBB) 0.3 $423k 2.2k 190.19
Union Pacific Corporation (UNP) 0.3 $395k 1.5k 272.00
Morgan Stanley Com New (MS) 0.2 $376k 1.8k 209.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $340k 5.7k 59.69
Palo Alto Networks (PANW) 0.2 $336k 986.00 341.02
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $264k 2.1k 124.42
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $251k 1.5k 164.60
Marriott Intl Cl A (MAR) 0.2 $247k 667.00 370.59
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $244k 1.0k 242.43
Cadence Design Systems (CDNS) 0.1 $225k 600.00 375.32
Caterpillar (CAT) 0.1 $216k 203.00 1064.90
Northrop Grumman Corporation (NOC) 0.1 $214k 421.00 509.31
Schwab Strategic Tr Govt Mone Ma Etf (SGVT) 0.1 $205k 2.0k 100.74