Neumann Capital Management, LLC

Est. AUM

$151.2M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P SCP ETF	$17.6M	118530	11.63%	SOLE
2	VANGUARD BD INDEX FDS	INTERMED TERM	$16.7M	218277	11.07%	SOLE
3	ISHARES TR	CORE S&P MCP ETF	$16.1M	208704	10.65%	SOLE
4	VANGUARD INDEX FDS	REAL ESTATE ETF	$6.0M	61792	3.94%	SOLE
5	ISHARES TR	CORE S&P US GWT	$5.2M	27866	3.47%	SOLE
6	ISHARES TR	S&P SML 600 GWT	$5.2M	29240	3.45%	SOLE
7	ISHARES TR	S&P MC 400GR ETF	$5.1M	43670	3.39%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.1M	7444	3.38%	SOLE
9	ISHARES TR	ESG MSCI KLD ETF	$5.0M	35201	3.32%	SOLE
10	VANGUARD BD INDEX FDS	SHORT TRM BOND	$4.7M	60699	3.13%	SOLE
11	GILEAD SCIENCES INC	COM	$4.5M	35868	3.00%	SOLE
12	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$4.2M	26908	2.79%	SOLE
13	CVS HEALTH CORP	COM	$3.9M	37651	2.58%	SOLE
14	ISHARES TR	S&P MC 400VL ETF	$3.8M	25748	2.52%	SOLE
15	JOHNSON & JOHNSON	COM	$3.7M	14664	2.46%	SOLE
16	ISHARES TR	SP SMCP600VL ETF	$3.7M	26880	2.43%	SOLE
17	ISHARES TR	MSCI EAFE ETF	$3.1M	29860	2.05%	SOLE
18	PUBLIC SVC ENTERPRISE GROUP	COM	$2.5M	30443	1.63%	SOLE
19	ISHARES TR	EAFE VALUE ETF	$2.3M	29785	1.51%	SOLE
20	MICROSOFT CORP	COM	$2.3M	6042	1.49%	SOLE
21	ISHARES TR	S&P 500 VAL ETF	$2.0M	9009	1.35%	SOLE
22	CHEVRON CORPORATION	COM	$1.9M	11765	1.29%	SOLE
23	ISHARES TR	IBOXX HI YD ETF	$1.8M	22691	1.20%	SOLE
24	ISHARES TR	RUS 1000 ETF	$1.6M	3978	1.08%	SOLE
25	ISHARES TR	RUSSELL 2000 ETF	$1.6M	5208	1.04%	SOLE
26	ISHARES TR	MRGSTR MD CP GRW	$1.5M	15076	0.98%	SOLE
27	VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	3938	0.96%	SOLE
28	FIRST TR EXCHANGE-TRADED FD	SHS	$1.4M	29150	0.94%	SOLE
29	SCHWAB CHARLES CORP	COM	$1.4M	15232	0.93%	SOLE
30	ROPER TECHNOLOGIES INC	COM	$1.4M	4051	0.91%	SOLE
31	ISHARES TR	S&P 500 GRWT ETF	$1.2M	8950	0.81%	SOLE
32	WELLS FARGO & CO	COM	$1.1M	13622	0.74%	SOLE
33	BRISTOL-MYERS SQUIBB CO	COM	$1.0M	18123	0.69%	SOLE
34	PFIZER INC	COM	$718K	29836	0.47%	SOLE
35	ISHARES TR	CORE S&P500 ETF	$670K	894	0.44%	SOLE
36	DISNEY WALT CO	COM	$670K	6964	0.44%	SOLE
37	CUMMINS INC	COM	$663K	930	0.44%	SOLE
38	VANGUARD MUN BD FDS	TAX EXEMPT BD	$629K	12436	0.42%	SOLE
39	ISHARES INC	MSCI EMERG MRKT	$620K	8236	0.41%	SOLE
40	ISHARES TR	SELECT DIVID ETF	$597K	3819	0.39%	SOLE
41	ISHARES TR	CALIF MUN BD ETF	$571K	9900	0.38%	SOLE
42	ISHARES TR	IBOXX INV CP ETF	$543K	4975	0.36%	SOLE
43	CORNING INC	COM	$511K	2000	0.34%	SOLE
44	SEMPRA	COM	$496K	5347	0.33%	SOLE
45	ISHARES TR	RUS 1000 GRW ETF	$433K	3488	0.29%	SOLE
46	ISHARES TR	ISHARES BIOTECH	$423K	2226	0.28%	SOLE
47	UNION PAC CORP	COM	$395K	1451	0.26%	SOLE
48	MORGAN STANLEY	COM NEW	$376K	1800	0.25%	SOLE
49	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$340K	5700	0.22%	SOLE
50	PALO ALTO NETWORKS INC	COM	$336K	986	0.22%	SOLE

1–50 of 58

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.