Neumann Capital Management, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), Neumann Capital Management, LLC reported 98 stock positions worth $280.5 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 7.2% of the portfolio, followed by Nvidia (NVDA, 7.0%) and SS SPDR S&P 500 ETF Trust-US (SPY, 5.0%). Compared with Q4 2023, it opened 8 new positions, sold out of 1, added to 42 and reduced 27. The biggest buy was Nvidia (NVDA, shares +3%) and the biggest sale Apple (AAPL, shares −3%).

Most Recent 13F
Q2 2026
Location
FOSTER CITY, CA
CIK
0001631930
Portfolio Value
$280.5M (Q1 2024)
SEC Filing
0001172661-24-002076 ↗ filed May 8, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $280.5M $280.5M Q1 2024 Q2 2024: $291.0M Q2 2024 Q3 2024: $300.6M Q3 2024 Q4 2024: $301.0M Q4 2024 Q1 2025: $289.3M Q1 2025 Q2 2025: $318.0M Q2 2025 Q3 2025: $341.9M Q3 2025 Q4 2025: $346.1M Q4 2025 Q1 2026: $339.5M Q1 2026 Q2 2026: $151.2M Q2 2026

Holdings 98 stocks · $280.5M
IEFA iShares Core MSCI Eafe ETF 7.15% 270,342 $20.1M Add +4.9%
NVDA Nvidia Corp. 6.96% 21,620 $19.5M Add +2.9%
SPY SS SPDR S&P 500 ETF Trust-US 5.04% 27,007 $14.1M Reduce -0.1%
AAPL Apple Inc. 5.04% 82,378 $14.1M Reduce -2.8%
IJH iShares Core S&P Midcap ETF 4.75% 219,390 $13.3M Add +1.6%
IJR iShares Core S&P Small-Cap E 4.71% 119,606 $13.2M Add +3.0%
IEMG iShares Core MSCI Emerging 4.12% 224,134 $11.6M Reduce -2.4%
ORCL Oracle Corp. 3.54% 78,999 $9.9M Reduce -0.1%
SDY SS SPDR S&P Dividend ETF 3.39% 72,506 $9.5M Add +1.3%
DGS Wisdomtree Em Small Cap 3.10% 171,211 $8.7M Add +2.8%
GOOGL Alphabet Inc. Class A 2.61% 48,420 $7.3M Add +2.5%
BIV Vanguard Intermediate-Term B 2.43% 90,307 $6.8M Add +9.7%
VNQ Vanguard Real Estate ETF 2.32% 75,101 $6.5M Add +2.8%
BSV Vanguard Short-Term Bond ETF 1.79% 65,429 $5.0M Reduce -2.5%
DLS Wisdomtree Intl S/C DVD Fund 1.64% 70,389 $4.6M Add +14.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.51% 111,953 $4.2M Add +3.2%
BNDX Vanguard Total Intl Bond ETF 1.38% 78,714 $3.9M Reduce -1.0%
IJK iShares S&P Mid-Cap 400 Grow 1.38% 42,340 $3.9M Reduce -1.1%
CVS CVS Health Corp. 1.27% 44,616 $3.6M Add +4.5%
DSI iShares ESG MSCI KLD 400 ETF 1.26% 34,968 $3.5M Add +5.3%
IJT iShares S&P Small-Cap 600 GR 1.25% 26,860 $3.5M Reduce -0.6%
IUSG iShares Core S&P U.S. Growth 1.24% 29,700 $3.5M Reduce -3.6%
EFA iShares MSCI Eafe ETF 1.11% 39,135 $3.1M Add +10.0%
IJJ iShares S&P Mid-Cap 400 Valu 1.09% 25,830 $3.1M No change
GILD Gilead Sciences Inc. 1.07% 40,990 $3.0M Add +2.0%
VT Vanguard Tot World STK ETF 1.01% 25,624 $2.8M Reduce -0.4%
MSFT Microsoft Corp. 0.98% 6,527 $2.7M Reduce -3.8%
JPM JPMorgan Chase & Co. 0.98% 13,672 $2.7M Add +6.2%
TGT Target Corp. 0.95% 15,030 $2.7M Add +20.9%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.95% 34,251 $2.7M Reduce -4.9%
VTEB Vanguard Tax-Exempt Bond ETF 0.91% 50,550 $2.6M Add +1.2%
IJS iShares S&P Small-Cap 600 Va 0.91% 24,750 $2.5M No change
ACN Accenture PLC Class A 0.87% 7,022 $2.4M Reduce -3.2%
VTI VG Morningstar TS MKT ETF-US 0.82% 8,858 $2.3M Reduce -3.6%
GM General Motors Co. 0.82% 50,750 $2.3M No change
PEG Public Service Enterprise GP 0.82% 34,339 $2.3M Add +0.6%
ROP Roper Technologies Inc. 0.81% 4,050 $2.3M Add +2.3%
JNJ Johnson & Johnson 0.78% 13,779 $2.2M Add +2.2%
ESGD iShares Trust iShares ESG Aw 0.75% 26,500 $2.1M Add +4.9%
AMZN Amazon.com Inc. 0.68% 10,640 $1.9M Add +13.9%
VZ Verizon Communications Inc. 0.67% 44,949 $1.9M Add +4.0%
CVX Chevron Corp. 0.65% 11,615 $1.8M No change
ALL Allstate Corp. 0.60% 9,770 $1.7M Reduce -26.4%
EFV iShares MSCI Eafe Value ETF 0.58% 29,785 $1.6M No change
CHRW C.H. Robinson Worldwide Inc. 0.50% 18,590 $1.4M No change
CMF iShares California Muni Bond 0.49% 24,020 $1.4M Add +57.8%
VLO Valero Energy Corp. 0.49% 8,013 $1.4M Reduce -3.6%
MCK McKesson Corp. 0.48% 2,515 $1.4M Reduce -6.2%
ESGE iShares Inc. iShares ESG Awar 0.46% 39,935 $1.3M Add +3.8%
STZ Constellation Brands Inc. Class A 0.44% 4,557 $1.2M Reduce -8.1%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.43% 11,038 $1.2M Add +0.5%
IWB iShares Russell 1000 ETF 0.42% 4,133 $1.2M Reduce -11.7%
VCIT Vanguard Int-Term Corporate 0.41% 14,237 $1.1M Add +7.5%
BMY Bristol-Myers Squibb Co. 0.40% 20,643 $1.1M Add +5.1%
IWM iShares Russell 2000 ETF 0.39% 5,208 $1.1M No change
IMCG iShares Morningstar Mid-Cap 0.39% 15,476 $1.1M Reduce -1.3%
SCHW Schwab (charles) Corp. 0.39% 14,943 $1.1M Add +0.6%
CSCO Cisco Systems Inc. 0.37% 20,954 $1.0M Reduce -1.9%
EAGG iShares ESG Aware US Aggrega 0.37% 21,985 $1.0M Add +23.0%
UNM Unum Group 0.36% 18,983 $1.0M Add +36.7%
MMM 3M Co. 0.34% 8,941 $948K Add +39.9%
NUSC Nuveen ESG Small-Cap ETF 0.32% 21,664 $901K Add +4.1%
MRK Merck & Co. Inc. 0.31% 6,685 $882K Add +36.9%
TSLA Tesla Inc. 0.31% 5,000 $879K New
WFC Wells Fargo & Co. 0.28% 13,622 $790K No change
EEMV iShares MSCI Emg MKT Min Vol 0.27% 13,136 $743K Add +63.5%
FISV Fiserv Inc. 0.26% 4,540 $726K Add +62.7%
META Meta Platforms Inc. Class A 0.24% 1,415 $687K No change
NFLX Netflix Inc. 0.24% 1,113 $676K No change
IVW iShares S&P 500 Growth ETF 0.24% 8,000 $676K Reduce -14.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.23% 5,364 $656K No change
GRNB Vaneck Green Bond ETF 0.23% 27,600 $655K Add +3.8%
MDY State Street SPDR S&P Midcap 0.23% 1,140 $634K Reduce -13.6%
SUSC iShares ESG Aware Usd Corpor 0.20% 23,995 $552K Add +3.0%
COP Conocophillips 0.19% 4,088 $520K No change
DVY iShares Select Dividend ETF 0.18% 4,038 $497K No change
NUMV Nuveen ESG Mid-Cap Value ETF 0.18% 14,360 $491K Add +5.1%
CE Celanese Corp. 0.17% 2,850 $490K No change
NUMG Nuveen ESG Mid-Cap Grow ETF 0.17% 10,480 $466K Add +5.3%
USHY iShares Broad Usd High Yield 0.14% 10,550 $386K Add +7.1%
SRE Sempra 0.14% 5,347 $384K No change
IVV iShares Core S&P 500 ETF 0.13% 685 $360K Reduce -22.6%
VWO Vanguard Ftse Emerging Marke 0.13% 8,400 $351K New
IWF iShares Russell 1000 Growth 0.12% 1,022 $344K No change
IBB iShares Biotechnology ETF 0.11% 2,238 $307K No change
V Visa Inc. Class A 0.11% 1,070 $299K No change
VOO Vanguard S&P 500 ETF 0.11% 617 $297K Reduce -13.9%
BLV Vanguard Long-Term Bond ETF 0.11% 4,100 $297K No change
LOW Lowe's Cos Inc. 0.10% 1,100 $280K New
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.10% 672 $267K No change
UNP Union Pacific Corp. 0.09% 1,021 $251K No change
CMI Cummins Inc. 0.09% 850 $250K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 1,286 $246K New
INTC Intel Corp. 0.09% 5,451 $241K Reduce -26.8%
EFG iShares MSCI Eafe Growth ETF 0.08% 2,227 $231K Reduce -4.4%
TSCO Tractor Supply Company 0.07% 800 $209K New
HD Home Depot Inc. 0.07% 534 $205K New
NEE Nextera Energy Inc. 0.07% 3,134 $200K New

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -2.8% 5.04% −1.44
IEMG iShares Core MSCI Emerging Reduce -2.4% 4.12% −0.49
BSV Vanguard Short-Term Bond ETF Reduce -2.5% 1.79% −0.26
BNDX Vanguard Total Intl Bond ETF Reduce -1.0% 1.38% −0.18
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -4.9% 0.95% −0.16
ACN Accenture PLC Class A Reduce -3.2% 0.87% −0.14
ALL Allstate Corp. Reduce -26.4% 0.60% −0.13
WBA Walgreens Boots Alliance Inc. Sold out 0.00% −0.10
IJT iShares S&P Small-Cap 600 GR Reduce -0.6% 1.25% −0.09
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.1% 5.04% −0.06
IWB iShares Russell 1000 ETF Reduce -11.7% 0.42% −0.06
INTC Intel Corp. Reduce -26.8% 0.09% −0.06
CSCO Cisco Systems Inc. Reduce -1.9% 0.37% −0.06
VTI VG Morningstar TS MKT ETF-US Reduce -3.6% 0.82% −0.04
VT Vanguard Tot World STK ETF Reduce -0.4% 1.01% −0.04
MDY State Street SPDR S&P Midcap Reduce -13.6% 0.23% −0.04
IVV iShares Core S&P 500 ETF Reduce -22.6% 0.13% −0.04
IVW iShares S&P 500 Growth ETF Reduce -14.9% 0.24% −0.04
STZ Constellation Brands Inc. Class A Reduce -8.1% 0.44% −0.03
MSFT Microsoft Corp. Reduce -3.8% 0.98% −0.03
IUSG iShares Core S&P U.S. Growth Reduce -3.6% 1.24% −0.03
VOO Vanguard S&P 500 ETF Reduce -13.9% 0.11% −0.02
IMCG iShares Morningstar Mid-Cap Reduce -1.3% 0.39% −0.01
MCK McKesson Corp. Reduce -6.2% 0.48% −0.01
EFG iShares MSCI Eafe Growth ETF Reduce -4.4% 0.08% −0.01
IJK iShares S&P Mid-Cap 400 Grow Reduce -1.1% 1.38% +0.03
VLO Valero Energy Corp. Reduce -3.6% 0.49% +0.06
ORCL Oracle Corp. Reduce -0.1% 3.54% +0.23

Portfolio Buys Q4 2023 → Q1 2024
NVDA Nvidia Corp. Add +2.9% 6.96% +2.84
TSLA Tesla Inc. New 0.31% +0.31
TGT Target Corp. Add +20.9% 0.95% +0.25
CMF iShares California Muni Bond Add +57.8% 0.49% +0.14
VWO Vanguard Ftse Emerging Marke New 0.13% +0.13
AMZN Amazon.com Inc. Add +13.9% 0.68% +0.12
UNM Unum Group Add +36.7% 0.36% +0.11
FISV Fiserv Inc. Add +62.7% 0.26% +0.11
JPM JPMorgan Chase & Co. Add +6.2% 0.98% +0.11
MRK Merck & Co. Inc. Add +36.9% 0.31% +0.10
LOW Lowe's Cos Inc. New 0.10% +0.10
CMI Cummins Inc. New 0.09% +0.09
EEMV iShares MSCI Emg MKT Min Vol Add +63.5% 0.27% +0.09
IBM Intl Business Machines Corp. New 0.09% +0.09
DLS Wisdomtree Intl S/C DVD Fund Add +14.7% 1.64% +0.08
TSCO Tractor Supply Company New 0.07% +0.07
HD Home Depot Inc. New 0.07% +0.07
NEE Nextera Energy Inc. New 0.07% +0.07
BAC Bank of America Corp. Add +3.2% 1.51% +0.06
MMM 3M Co. Add +39.9% 0.34% +0.06
DSI iShares ESG MSCI KLD 400 ETF Add +5.3% 1.26% +0.06
EFA iShares MSCI Eafe ETF Add +10.0% 1.11% +0.05
EAGG iShares ESG Aware US Aggrega Add +23.0% 0.37% +0.03
VZ Verizon Communications Inc. Add +4.0% 0.67% +0.03
NUMV Nuveen ESG Mid-Cap Value ETF Add +5.1% 0.18% +0.00
IJH iShares Core S&P Midcap ETF Add +1.6% 4.75% +0.00
BMY Bristol-Myers Squibb Co. Add +5.1% 0.40% −0.00
NUMG Nuveen ESG Mid-Cap Grow ETF Add +5.3% 0.17% −0.00
NUSC Nuveen ESG Small-Cap ETF Add +4.1% 0.32% −0.00
ESGD iShares Trust iShares ESG Aw Add +4.9% 0.75% −0.00
USHY iShares Broad Usd High Yield Add +7.1% 0.14% −0.00
PEG Public Service Enterprise GP Add +0.6% 0.82% −0.01
GOOGL Alphabet Inc. Class A Add +2.5% 2.61% −0.01
GRNB Vaneck Green Bond ETF Add +3.8% 0.23% −0.02
VCIT Vanguard Int-Term Corporate Add +7.5% 0.41% −0.02
SUSC iShares ESG Aware Usd Corpor Add +3.0% 0.20% −0.02
SCHW Schwab (charles) Corp. Add +0.6% 0.39% −0.02
ESGE iShares Inc. iShares ESG Awar Add +3.8% 0.46% −0.03
IEFA iShares Core MSCI Eafe ETF Add +4.9% 7.15% −0.04
ROP Roper Technologies Inc. Add +2.3% 0.81% −0.05
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +0.5% 0.43% −0.05
JNJ Johnson & Johnson Add +2.2% 0.78% −0.06
BIV Vanguard Intermediate-Term B Add +9.7% 2.43% −0.07
CVS CVS Health Corp. Add +4.5% 1.27% −0.07
VTEB Vanguard Tax-Exempt Bond ETF Add +1.2% 0.91% −0.10
SDY SS SPDR S&P Dividend ETF Add +1.3% 3.39% −0.16
DGS Wisdomtree Em Small Cap Add +2.8% 3.10% −0.19
GILD Gilead Sciences Inc. Add +2.0% 1.07% −0.22
VNQ Vanguard Real Estate ETF Add +2.8% 2.32% −0.25
IJR iShares Core S&P Small-Cap E Add +3.0% 4.71% −0.27

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 58$151.2MIJR, BIV, IJH, VNQ, IUSG
Q1 2026 102$339.5MNVDA, IEFA, AAPL, BIV, IEMG
Q4 2025 101$346.1MNVDA, IEFA, AAPL, SPY, IEMG
Q3 2025 103$341.9MNVDA, IEFA, ORCL, AAPL, SPY
Q2 2025 100$318.0MNVDA, IEFA, SPY, ORCL, AAPL
Q1 2025 99$289.3MIEFA, NVDA, AAPL, SPY, IEMG
Q4 2024 101$301.0MNVDA, IEFA, AAPL, SPY, IJR
Q3 2024 101$300.6MNVDA, IEFA, AAPL, SPY, IJR
Q2 2024 98$291.0MNVDA, IEFA, AAPL, SPY, IJH
Q1 2024 98$280.5MIEFA, NVDA, SPY, AAPL, IJH