Neumann Capital Management, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), Neumann Capital Management, LLC reported 98 stock positions worth $291.0 million. Its top holding was Nvidia (NVDA) at 9.0% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 7.0%) and Apple (AAPL, 5.9%). Compared with Q1 2024, it opened 3 new positions, sold out of 3, added to 31 and reduced 32. The biggest buy was a new position in Pfizer (PFE) and the biggest sale CVS Health (CVS, shares −2%).

Most Recent 13F
Q2 2026
Location
FOSTER CITY, CA
CIK
0001631930
Portfolio Value
$291.0M (Q2 2024)
SEC Filing
0001172661-24-003167 ↗ filed Aug 9, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $280.5M Q1 2024 Q2 2024: $291.0M $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 · $291.0M
NVDA Nvidia Corp. 8.99% 211,800 $26.2M Reduce -2.0%
IEFA iShares Core MSCI Eafe ETF 6.95% 278,570 $20.2M Add +3.0%
AAPL Apple Inc. 5.94% 82,053 $17.3M Reduce -0.4%
SPY SS SPDR S&P 500 ETF Trust-US 5.05% 27,024 $14.7M Add +0.1%
IJH iShares Core S&P Midcap ETF 4.43% 220,429 $12.9M Add +0.5%
IJR iShares Core S&P Small-Cap E 4.42% 120,512 $12.9M Add +0.8%
IEMG iShares Core MSCI Emerging 4.10% 222,933 $11.9M Reduce -0.5%
ORCL Oracle Corp. 3.81% 78,499 $11.1M Reduce -0.6%
SDY SS SPDR S&P Dividend ETF 3.18% 72,806 $9.3M Add +0.4%
DGS Wisdomtree Em Small Cap 3.01% 170,023 $8.7M Reduce -0.7%
GOOGL Alphabet Inc. Class A 2.99% 47,710 $8.7M Reduce -1.5%
BIV Vanguard Intermediate-Term B 2.60% 100,951 $7.6M Add +11.8%
VNQ Vanguard Real Estate ETF 2.10% 73,075 $6.1M Reduce -2.7%
BSV Vanguard Short-Term Bond ETF 1.87% 71,029 $5.4M Add +8.6%
DLS Wisdomtree Intl S/C DVD Fund 1.53% 70,403 $4.5M Add +0.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.52% 111,153 $4.4M Reduce -0.7%
BNDX Vanguard Total Intl Bond ETF 1.36% 81,309 $4.0M Add +3.3%
IUSG iShares Core S&P U.S. Growth 1.27% 28,950 $3.7M Reduce -2.5%
DSI iShares ESG MSCI KLD 400 ETF 1.27% 35,498 $3.7M Add +1.5%
IJK iShares S&P Mid-Cap 400 Grow 1.25% 41,440 $3.7M Reduce -2.1%
IJT iShares S&P Small-Cap 600 GR 1.19% 26,910 $3.5M Add +0.2%
IJJ iShares S&P Mid-Cap 400 Valu 1.04% 26,780 $3.0M Add +3.7%
VT Vanguard Tot World STK ETF 1.01% 26,074 $2.9M Add +1.8%
MSFT Microsoft Corp. 0.99% 6,432 $2.9M Reduce -1.5%
GILD Gilead Sciences Inc. 0.97% 41,290 $2.8M Add +0.7%
EFA iShares MSCI Eafe ETF 0.96% 35,669 $2.8M Reduce -8.9%
JPM JPMorgan Chase & Co. 0.95% 13,672 $2.8M No change
CVS CVS Health Corp. 0.89% 43,916 $2.6M Reduce -1.6%
VTEB Vanguard Tax-Exempt Bond ETF 0.87% 50,550 $2.5M No change
PEG Public Service Enterprise GP 0.85% 33,664 $2.5M Reduce -2.0%
IJS iShares S&P Small-Cap 600 Va 0.85% 25,450 $2.5M Add +2.8%
GM General Motors Co. 0.81% 50,750 $2.4M No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.79% 29,718 $2.3M Reduce -13.2%
ROP Roper Technologies Inc. 0.78% 4,050 $2.3M No change
TGT Target Corp. 0.76% 15,030 $2.2M No change
ACN Accenture PLC Class A 0.73% 7,022 $2.1M No change
ESGD iShares Trust iShares ESG Aw 0.73% 26,800 $2.1M Add +1.1%
VTI VG Morningstar TS MKT ETF-US 0.72% 7,843 $2.1M Reduce -11.5%
AMZN Amazon.com Inc. 0.71% 10,640 $2.1M No change
JNJ Johnson & Johnson 0.66% 13,179 $1.9M Reduce -4.3%
VZ Verizon Communications Inc. 0.64% 45,119 $1.9M Add +0.4%
CVX Chevron Corp. 0.63% 11,715 $1.8M Add +0.9%
CHRW C.H. Robinson Worldwide Inc. 0.56% 18,390 $1.6M Reduce -1.1%
EFV iShares MSCI Eafe Value ETF 0.54% 29,785 $1.6M No change
ALL Allstate Corp. 0.52% 9,560 $1.5M Reduce -2.1%
MCK McKesson Corp. 0.49% 2,440 $1.4M Reduce -3.0%
ESGE iShares Inc. iShares ESG Awar 0.45% 39,435 $1.3M Reduce -1.3%
VLO Valero Energy Corp. 0.42% 7,813 $1.2M Reduce -2.5%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.42% 11,378 $1.2M Add +3.1%
IWB iShares Russell 1000 ETF 0.42% 4,069 $1.2M Reduce -1.6%
STZ Constellation Brands Inc. Class A 0.40% 4,557 $1.2M No change
EAGG iShares ESG Aware US Aggrega 0.39% 24,235 $1.1M Add +10.2%
SCHW Schwab (charles) Corp. 0.38% 14,943 $1.1M No change
VCIT Vanguard Int-Term Corporate 0.37% 13,299 $1.1M Reduce -6.6%
IWM iShares Russell 2000 ETF 0.36% 5,208 $1.1M No change
IMCG iShares Morningstar Mid-Cap 0.35% 15,076 $1.0M Reduce -2.6%
CSCO Cisco Systems Inc. 0.34% 20,954 $996K No change
TSLA Tesla Inc. 0.34% 5,000 $989K No change
CMF iShares California Muni Bond 0.33% 16,800 $956K Reduce -30.1%
UNM Unum Group 0.33% 18,683 $955K Reduce -1.6%
MMM 3M Co. 0.31% 8,811 $900K Reduce -1.4%
NUSC Nuveen ESG Small-Cap ETF 0.30% 21,984 $865K Add +1.5%
BMY Bristol-Myers Squibb Co. 0.29% 20,373 $846K Reduce -1.3%
MRK Merck & Co. Inc. 0.28% 6,685 $828K No change
WFC Wells Fargo & Co. 0.28% 13,622 $809K No change
NFLX Netflix Inc. 0.26% 1,113 $751K No change
IVW iShares S&P 500 Growth ETF 0.25% 8,000 $740K No change
EEMV iShares MSCI Emg MKT Min Vol 0.25% 12,636 $723K Reduce -3.8%
META Meta Platforms Inc. Class A 0.25% 1,415 $713K No change
FISV Fiserv Inc. 0.24% 4,740 $706K Add +4.4%
USHY iShares Broad Usd High Yield 0.24% 19,400 $704K Add +83.9%
GRNB Vaneck Green Bond ETF 0.24% 29,200 $690K Add +5.8%
SUSC iShares ESG Aware Usd Corpor 0.21% 26,395 $600K Add +10.0%
PFE Pfizer Inc. 0.19% 19,301 $540K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.18% 5,364 $533K No change
NUMV Nuveen ESG Mid-Cap Value ETF 0.17% 14,810 $489K Add +3.1%
DVY iShares Select Dividend ETF 0.17% 4,038 $489K No change
MDY State Street SPDR S&P Midcap 0.17% 900 $482K Reduce -21.1%
COP Conocophillips 0.16% 4,088 $468K No change
NUMG Nuveen ESG Mid-Cap Grow ETF 0.15% 10,580 $442K Add +0.9%
VWO Vanguard Ftse Emerging Marke 0.15% 10,100 $442K Add +20.2%
SRE Sempra 0.14% 5,347 $407K No change
CE Celanese Corp. 0.13% 2,850 $384K No change
IVV iShares Core S&P 500 ETF 0.13% 685 $375K No change
IWF iShares Russell 1000 Growth 0.13% 1,022 $373K No change
NEE Nextera Energy Inc. 0.12% 4,834 $342K Add +54.2%
VOO Vanguard S&P 500 ETF 0.11% 617 $309K No change
IBB iShares Biotechnology ETF 0.11% 2,238 $307K No change
V Visa Inc. Class A 0.10% 1,070 $281K No change
CMI Cummins Inc. 0.10% 1,000 $277K Add +17.6%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.09% 672 $263K No change
LOW Lowe's Cos Inc. 0.08% 1,100 $243K No change
UNP Union Pacific Corp. 0.08% 1,071 $242K Add +4.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 1,286 $222K No change
EFG iShares MSCI Eafe Growth ETF 0.07% 2,125 $217K Reduce -4.6%
TSCO Tractor Supply Company 0.07% 800 $216K No change
GS Goldman Sachs Group Inc. 0.07% 470 $213K New
VGT Vanguard Info Tech ETF 0.07% 350 $202K New

Portfolio Sells Q1 2024 → Q2 2024
CVS CVS Health Corp. Reduce -1.6% 0.89% −0.38
VNQ Vanguard Real Estate ETF Reduce -2.7% 2.10% −0.21
CMF iShares California Muni Bond Reduce -30.1% 0.33% −0.16
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -13.2% 0.79% −0.16
EFA iShares MSCI Eafe ETF Reduce -8.9% 0.96% −0.15
IJK iShares S&P Mid-Cap 400 Grow Reduce -2.1% 1.25% −0.12
JNJ Johnson & Johnson Reduce -4.3% 0.66% −0.12
BMY Bristol-Myers Squibb Co. Reduce -1.3% 0.29% −0.11
BLV Vanguard Long-Term Bond ETF Sold out 0.00% −0.11
VTI VG Morningstar TS MKT ETF-US Reduce -11.5% 0.72% −0.10
DGS Wisdomtree Em Small Cap Reduce -0.7% 3.01% −0.10
INTC Intel Corp. Sold out 0.00% −0.09
ALL Allstate Corp. Reduce -2.1% 0.52% −0.08
HD Home Depot Inc. Sold out 0.00% −0.07
VLO Valero Energy Corp. Reduce -2.5% 0.42% −0.07
MDY State Street SPDR S&P Midcap Reduce -21.1% 0.17% −0.06
VCIT Vanguard Int-Term Corporate Reduce -6.6% 0.37% −0.04
IMCG iShares Morningstar Mid-Cap Reduce -2.6% 0.35% −0.04
UNM Unum Group Reduce -1.6% 0.33% −0.04
MMM 3M Co. Reduce -1.4% 0.31% −0.03
IEMG iShares Core MSCI Emerging Reduce -0.5% 4.10% −0.02
EEMV iShares MSCI Emg MKT Min Vol Reduce -3.8% 0.25% −0.02
IWB iShares Russell 1000 ETF Reduce -1.6% 0.42% −0.01
EFG iShares MSCI Eafe Growth ETF Reduce -4.6% 0.07% −0.01
ESGE iShares Inc. iShares ESG Awar Reduce -1.3% 0.45% −0.00
BAC Bank of America Corp. Reduce -0.7% 1.52% +0.01
MCK McKesson Corp. Reduce -3.0% 0.49% +0.01
MSFT Microsoft Corp. Reduce -1.5% 0.99% +0.01
IUSG iShares Core S&P U.S. Growth Reduce -2.5% 1.27% +0.03
PEG Public Service Enterprise GP Reduce -2.0% 0.85% +0.04
CHRW C.H. Robinson Worldwide Inc. Reduce -1.1% 0.56% +0.05
ORCL Oracle Corp. Reduce -0.6% 3.81% +0.27
GOOGL Alphabet Inc. Class A Reduce -1.5% 2.99% +0.38
AAPL Apple Inc. Reduce -0.4% 5.94% +0.90
NVDA Nvidia Corp. Reduce -2.0% 8.99% +2.03

Portfolio Buys Q1 2024 → Q2 2024
PFE Pfizer Inc. New 0.19% +0.19
BIV Vanguard Intermediate-Term B Add +11.8% 2.60% +0.17
USHY iShares Broad Usd High Yield Add +83.9% 0.24% +0.10
BSV Vanguard Short-Term Bond ETF Add +8.6% 1.87% +0.08
GS Goldman Sachs Group Inc. New 0.07% +0.07
VGT Vanguard Info Tech ETF New 0.07% +0.07
NEE Nextera Energy Inc. Add +54.2% 0.12% +0.05
VWO Vanguard Ftse Emerging Marke Add +20.2% 0.15% +0.03
EAGG iShares ESG Aware US Aggrega Add +10.2% 0.39% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 5.05% +0.02
DSI iShares ESG MSCI KLD 400 ETF Add +1.5% 1.27% +0.01
SUSC iShares ESG Aware Usd Corpor Add +10.0% 0.21% +0.01
CMI Cummins Inc. Add +17.6% 0.10% +0.01
GRNB Vaneck Green Bond ETF Add +5.8% 0.24% +0.00
VT Vanguard Tot World STK ETF Add +1.8% 1.01% −0.00
UNP Union Pacific Corp. Add +4.9% 0.08% −0.01
NUMV Nuveen ESG Mid-Cap Value ETF Add +3.1% 0.17% −0.01
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +3.1% 0.42% −0.01
NUMG Nuveen ESG Mid-Cap Grow ETF Add +0.9% 0.15% −0.01
FISV Fiserv Inc. Add +4.4% 0.24% −0.02
BNDX Vanguard Total Intl Bond ETF Add +3.3% 1.36% −0.02
CVX Chevron Corp. Add +0.9% 0.63% −0.02
NUSC Nuveen ESG Small-Cap ETF Add +1.5% 0.30% −0.02
ESGD iShares Trust iShares ESG Aw Add +1.1% 0.73% −0.03
VZ Verizon Communications Inc. Add +0.4% 0.64% −0.03
IJJ iShares S&P Mid-Cap 400 Valu Add +3.7% 1.04% −0.05
IJS iShares S&P Small-Cap 600 Va Add +2.8% 0.85% −0.06
IJT iShares S&P Small-Cap 600 GR Add +0.2% 1.19% −0.06
GILD Gilead Sciences Inc. Add +0.7% 0.97% −0.10
DLS Wisdomtree Intl S/C DVD Fund Add +0.0% 1.53% −0.10
IEFA iShares Core MSCI Eafe ETF Add +3.0% 6.95% −0.20
SDY SS SPDR S&P Dividend ETF Add +0.4% 3.18% −0.21
IJR iShares Core S&P Small-Cap E Add +0.8% 4.42% −0.30
IJH iShares Core S&P Midcap ETF Add +0.5% 4.43% −0.32

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