Neumann Capital Management, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Neumann Capital Management, LLC reported 101 stock positions worth $301.0 million. Its top holding was Nvidia (NVDA) at 8.2% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 6.8%) and Apple (AAPL, 6.4%). Compared with Q3 2024, it opened 2 new positions, sold out of 2, added to 36 and reduced 28. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +22%) and the biggest sale SS SPDR S&P Dividend ETF (SDY, shares −12%).

Most Recent 13F
Q2 2026
Location
FOSTER CITY, CA
CIK
0001631930
Portfolio Value
$301.0M (Q4 2024)
SEC Filing
0001754960-25-000048 ↗ filed Jan 21, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $280.5M Q1 2024 Q2 2024: $291.0M Q2 2024 Q3 2024: $300.6M Q3 2024 Q4 2024: $301.0M $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 101 stocks · $301.0M
NVDA Nvidia Corp. 8.17% 183,115 $24.6M Reduce -2.4%
IEFA iShares Core MSCI Eafe ETF 6.84% 292,989 $20.6M Add +5.4%
AAPL Apple Inc. 6.41% 77,077 $19.3M Reduce -3.1%
SPY SS SPDR S&P 500 ETF Trust-US 5.36% 27,534 $16.1M Reduce -0.6%
IJR iShares Core S&P Small-Cap E 4.56% 119,022 $13.7M Add +1.6%
IJH iShares Core S&P Midcap ETF 4.32% 208,483 $13.0M Add +0.0%
ORCL Oracle Corp. 4.26% 76,993 $12.8M Reduce -1.7%
IEMG iShares Core MSCI Emerging 3.84% 221,474 $11.6M Add +0.1%
BIV Vanguard Intermediate-Term B 3.19% 128,632 $9.6M Add +22.0%
GOOGL Alphabet Inc. Class A 2.99% 47,520 $9.0M Add +0.8%
DGS Wisdomtree Em Small Cap 2.70% 166,321 $8.1M Add +0.6%
VNQ Vanguard Real Estate ETF 1.94% 65,503 $5.8M Reduce -3.1%
SDY SS SPDR S&P Dividend ETF 1.76% 40,008 $5.3M Reduce -11.9%
BSV Vanguard Short-Term Bond ETF 1.66% 64,629 $5.0M Reduce -13.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.56% 106,653 $4.7M No change
DLS Wisdomtree Intl S/C DVD Fund 1.48% 70,763 $4.5M Add +5.1%
BNDX Vanguard Total Intl Bond ETF 1.47% 90,242 $4.4M Add +8.0%
IUSG iShares Core S&P U.S. Growth 1.39% 30,017 $4.2M Add +0.1%
DSI iShares ESG MSCI KLD 400 ETF 1.31% 35,898 $4.0M Reduce -2.6%
IJT iShares S&P Small-Cap 600 GR 1.25% 27,700 $3.7M Add +3.3%
IJK iShares S&P Mid-Cap 400 Grow 1.23% 40,840 $3.7M Reduce -1.4%
GILD Gilead Sciences Inc. 1.22% 39,790 $3.7M No change
IJJ iShares S&P Mid-Cap 400 Valu 1.10% 26,430 $3.3M No change
VT Vanguard Tot World STK ETF 1.05% 26,837 $3.2M Add +2.7%
JPM JPMorgan Chase & Co. 1.00% 12,520 $3.0M Reduce -1.2%
PEG Public Service Enterprise GP 0.93% 33,170 $2.8M Reduce -1.5%
IJS iShares S&P Small-Cap 600 Va 0.92% 25,470 $2.8M Add +1.7%
GM General Motors Co. 0.91% 51,600 $2.7M Add +0.5%
VTEB Vanguard Tax-Exempt Bond ETF 0.90% 53,800 $2.7M Add +0.5%
MSFT Microsoft Corp. 0.89% 6,352 $2.7M Reduce -1.2%
EFA iShares MSCI Eafe ETF 0.88% 34,893 $2.6M Add +0.6%
ACN Accenture PLC Class A 0.83% 7,122 $2.5M Add +1.4%
VTI VG Morningstar TS MKT ETF-US 0.75% 7,813 $2.3M Add +0.1%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.74% 28,207 $2.2M Reduce -0.7%
IVE iShares S&P 500 Value ETF 0.72% 11,415 $2.2M Add +9.7%
ROP Roper Technologies Inc. 0.71% 4,130 $2.1M Add +2.5%
JNJ Johnson & Johnson 0.71% 14,794 $2.1M Add +11.1%
AMZN Amazon.com Inc. 0.67% 9,240 $2.0M Add +2.2%
ESGD iShares Trust iShares ESG Aw 0.67% 26,565 $2.0M Reduce -1.9%
CHRW C.H. Robinson Worldwide Inc. 0.65% 18,890 $2.0M Add +2.7%
TGT Target Corp. 0.63% 13,930 $1.9M Add +3.0%
ALL Allstate Corp. 0.56% 8,806 $1.7M Reduce -1.7%
CVX Chevron Corp. 0.56% 11,695 $1.7M Add +0.9%
VZ Verizon Communications Inc. 0.56% 41,809 $1.7M Reduce -1.7%
CVS CVS Health Corp. 0.55% 36,951 $1.7M Reduce -9.7%
EFV iShares MSCI Eafe Value ETF 0.52% 29,785 $1.6M No change
MCK McKesson Corp. 0.46% 2,440 $1.4M No change
EAGG iShares ESG Aware US Aggrega 0.45% 29,005 $1.3M Add +14.3%
IWB iShares Russell 1000 ETF 0.43% 4,013 $1.3M Reduce -0.8%
ESGE iShares Inc. iShares ESG Awar 0.43% 38,335 $1.3M Reduce -2.8%
CSCO Cisco Systems Inc. 0.42% 21,154 $1.3M No change
UNM Unum Group 0.39% 15,998 $1.2M Reduce -4.1%
IWM iShares Russell 2000 ETF 0.38% 5,208 $1.2M No change
IMCG iShares Morningstar Mid-Cap 0.38% 15,076 $1.1M No change
BMY Bristol-Myers Squibb Co. 0.37% 19,773 $1.1M Reduce -4.1%
SCHW Schwab (charles) Corp. 0.37% 15,065 $1.1M Add +0.1%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.37% 10,416 $1.1M Add +6.3%
STZ Constellation Brands Inc. Class A 0.35% 4,737 $1.0M Add +2.2%
TSLA Tesla Inc. 0.34% 2,500 $1.0M Reduce -33.3%
FISV Fiserv Inc. 0.33% 4,890 $1.0M Add +3.2%
NFLX Netflix Inc. 0.32% 1,078 $961K No change
VLO Valero Energy Corp. 0.32% 7,813 $958K No change
WFC Wells Fargo & Co. 0.32% 13,622 $957K No change
VCIT Vanguard Int-Term Corporate 0.32% 11,840 $950K Reduce -0.2%
USHY iShares Broad Usd High Yield 0.31% 25,364 $933K Add +16.6%
VWO Vanguard Ftse Emerging Marke 0.31% 21,100 $929K Add +108.9%
NUSC Nuveen ESG Small-Cap ETF 0.30% 21,784 $912K Reduce -0.9%
META Meta Platforms Inc. Class A 0.28% 1,415 $828K No change
IVW iShares S&P 500 Growth ETF 0.27% 8,000 $812K No change
MMM 3M Co. 0.26% 6,011 $776K No change
FDL First Trust Morn DVD Lead Inc. 0.23% 17,450 $703K No change
GRNB Vaneck Green Bond ETF 0.22% 28,450 $674K Reduce -3.4%
SUSC iShares ESG Aware Usd Corpor 0.20% 26,875 $611K No change
PFE Pfizer Inc. 0.20% 22,588 $599K Add +50.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.20% 5,364 $597K No change
MRK Merck & Co. Inc. 0.19% 5,885 $585K Add +20.5%
MDY State Street SPDR S&P Midcap 0.17% 900 $513K No change
NUMV Nuveen ESG Mid-Cap Value ETF 0.17% 14,610 $509K Reduce -1.4%
VOO Vanguard S&P 500 ETF 0.17% 940 $506K Add +65.8%
DVY iShares Select Dividend ETF 0.17% 3,819 $501K Reduce -5.4%
NUMG Nuveen ESG Mid-Cap Grow ETF 0.17% 10,580 $501K Reduce -2.3%
SRE Sempra 0.16% 5,347 $469K No change
CMF iShares California Muni Bond 0.15% 8,000 $458K No change
NEE Nextera Energy Inc. 0.15% 6,134 $440K Add +21.9%
EEMV iShares MSCI Emg MKT Min Vol 0.15% 7,536 $437K No change
IWF iShares Russell 1000 Growth 0.14% 1,022 $410K No change
COP Conocophillips 0.13% 4,088 $405K No change
IVV iShares Core S&P 500 ETF 0.13% 685 $403K No change
CMI Cummins Inc. 0.12% 1,050 $366K No change
V Visa Inc. Class A 0.11% 1,070 $338K No change
BLV Vanguard Long-Term Bond ETF 0.11% 4,650 $318K No change
IBB iShares Biotechnology ETF 0.10% 2,238 $296K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.10% 672 $286K No change
GS Goldman Sachs Group Inc. 0.09% 470 $269K No change
UNP Union Pacific Corp. 0.08% 1,071 $244K No change
MS Morgan Stanley 0.08% 1,800 $226K New
VGT Vanguard Info Tech ETF 0.07% 350 $218K No change
TSCO Tractor Supply Company 0.07% 4,000 $212K No change
HD Home Depot Inc. 0.07% 534 $208K No change
EFG iShares MSCI Eafe Growth ETF 0.07% 2,125 $206K No change

Show all 101 holdings

Portfolio Sells Q3 2024 → Q4 2024
SDY SS SPDR S&P Dividend ETF Reduce -11.9% 1.76% −0.39
CVS CVS Health Corp. Reduce -9.7% 0.55% −0.31
BSV Vanguard Short-Term Bond ETF Reduce -13.9% 1.66% −0.30
VNQ Vanguard Real Estate ETF Reduce -3.1% 1.94% −0.25
ORCL Oracle Corp. Reduce -1.7% 4.26% −0.18
CE Celanese Corp. Sold out 0.00% −0.14
ESGD iShares Trust iShares ESG Aw Reduce -1.9% 0.67% −0.09
VZ Verizon Communications Inc. Reduce -1.7% 0.56% −0.08
PEG Public Service Enterprise GP Reduce -1.5% 0.93% −0.07
IWS iShares Russell Mid-Cap Valu Sold out 0.00% −0.07
ESGE iShares Inc. iShares ESG Awar Reduce -2.8% 0.43% −0.05
IJK iShares S&P Mid-Cap 400 Grow Reduce -1.4% 1.23% −0.03
MSFT Microsoft Corp. Reduce -1.2% 0.89% −0.03
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -0.7% 0.74% −0.02
DSI iShares ESG MSCI KLD 400 ETF Reduce -2.6% 1.31% −0.02
GRNB Vaneck Green Bond ETF Reduce -3.4% 0.22% −0.02
DVY iShares Select Dividend ETF Reduce -5.4% 0.17% −0.01
VCIT Vanguard Int-Term Corporate Reduce -0.2% 0.32% −0.01
NUMV Nuveen ESG Mid-Cap Value ETF Reduce -1.4% 0.17% −0.01
NUSC Nuveen ESG Small-Cap ETF Reduce -0.9% 0.30% −0.01
ALL Allstate Corp. Reduce -1.7% 0.56% −0.00
NUMG Nuveen ESG Mid-Cap Grow ETF Reduce -2.3% 0.17% +0.01
IWB iShares Russell 1000 ETF Reduce -0.8% 0.43% +0.01
TSLA Tesla Inc. Reduce -33.3% 0.34% +0.01
BMY Bristol-Myers Squibb Co. Reduce -4.1% 0.37% +0.02
UNM Unum Group Reduce -4.1% 0.39% +0.06
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.6% 5.36% +0.08
JPM JPMorgan Chase & Co. Reduce -1.2% 1.00% +0.11
AAPL Apple Inc. Reduce -3.1% 6.41% +0.25
NVDA Nvidia Corp. Reduce -2.4% 8.17% +0.59

Portfolio Buys Q3 2024 → Q4 2024
BIV Vanguard Intermediate-Term B Add +22.0% 3.19% +0.45
GOOGL Alphabet Inc. Class A Add +0.8% 2.99% +0.39
VWO Vanguard Ftse Emerging Marke Add +108.9% 0.31% +0.15
GM General Motors Co. Add +0.5% 0.91% +0.15
AMZN Amazon.com Inc. Add +2.2% 0.67% +0.11
MS Morgan Stanley New 0.08% +0.08
IUSG iShares Core S&P U.S. Growth Add +0.1% 1.39% +0.07
BNDX Vanguard Total Intl Bond ETF Add +8.0% 1.47% +0.07
VOO Vanguard S&P 500 ETF Add +65.8% 0.17% +0.07
CRM Salesforce Inc. New 0.07% +0.07
PFE Pfizer Inc. Add +50.6% 0.20% +0.05
FISV Fiserv Inc. Add +3.2% 0.33% +0.05
SCHW Schwab (charles) Corp. Add +0.1% 0.37% +0.05
IVE iShares S&P 500 Value ETF Add +9.7% 0.72% +0.04
USHY iShares Broad Usd High Yield Add +16.6% 0.31% +0.04
EAGG iShares ESG Aware US Aggrega Add +14.3% 0.45% +0.04
IJS iShares S&P Small-Cap 600 Va Add +1.7% 0.92% +0.02
VTI VG Morningstar TS MKT ETF-US Add +0.1% 0.75% +0.02
MRK Merck & Co. Inc. Add +20.5% 0.19% +0.01
VT Vanguard Tot World STK ETF Add +2.7% 1.05% +0.01
ACN Accenture PLC Class A Add +1.4% 0.83% +0.01
NEE Nextera Energy Inc. Add +21.9% 0.15% +0.00
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +6.3% 0.37% +0.00
IJT iShares S&P Small-Cap 600 GR Add +3.3% 1.25% +0.00
IJR iShares Core S&P Small-Cap E Add +1.6% 4.56% −0.00
CVX Chevron Corp. Add +0.9% 0.56% −0.01
IJH iShares Core S&P Midcap ETF Add +0.0% 4.32% −0.01
JNJ Johnson & Johnson Add +11.1% 0.71% −0.01
VTEB Vanguard Tax-Exempt Bond ETF Add +0.5% 0.90% −0.01
CHRW C.H. Robinson Worldwide Inc. Add +2.7% 0.65% −0.03
ROP Roper Technologies Inc. Add +2.5% 0.71% −0.03
STZ Constellation Brands Inc. Class A Add +2.2% 0.35% −0.05
DLS Wisdomtree Intl S/C DVD Fund Add +5.1% 1.48% −0.07
TGT Target Corp. Add +3.0% 0.63% −0.08
EFA iShares MSCI Eafe ETF Add +0.6% 0.88% −0.09
DGS Wisdomtree Em Small Cap Add +0.6% 2.70% −0.25
IEFA iShares Core MSCI Eafe ETF Add +5.4% 6.84% −0.38
IEMG iShares Core MSCI Emerging Add +0.1% 3.84% −0.38

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