Neumann Capital Management, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Neumann Capital Management, LLC reported 99 stock positions worth $289.3 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 7.7% of the portfolio, followed by Nvidia (NVDA, 6.6%) and Apple (AAPL, 6.0%). Compared with Q4 2024, it opened 1 new position, sold out of 3, added to 28 and reduced 28. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +1%) and the biggest sale Nvidia (NVDA, shares −4%).

Most Recent 13F
Q2 2026
Location
FOSTER CITY, CA
CIK
0001631930
Portfolio Value
$289.3M (Q1 2025)
SEC Filing
0001754960-25-000201 ↗ filed Apr 16, 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 Q4 2024 Q1 2025: $289.3M $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 99 stocks · $289.3M
IEFA iShares Core MSCI Eafe ETF 7.73% 295,739 $22.4M Add +0.9%
NVDA Nvidia Corp. 6.58% 175,665 $19.0M Reduce -4.1%
AAPL Apple Inc. 6.01% 78,266 $17.4M Add +1.5%
SPY SS SPDR S&P 500 ETF Trust-US 5.29% 27,373 $15.3M Reduce -0.6%
IEMG iShares Core MSCI Emerging 4.47% 239,623 $12.9M Add +8.2%
IJR iShares Core S&P Small-Cap E 4.28% 118,384 $12.4M Reduce -0.5%
IJH iShares Core S&P Midcap ETF 4.25% 210,656 $12.3M Add +1.0%
BIV Vanguard Intermediate-Term B 3.76% 141,949 $10.9M Add +10.3%
ORCL Oracle Corp. 3.66% 75,623 $10.6M Reduce -1.8%
DGS Wisdomtree Em Small Cap 2.77% 166,085 $8.0M Reduce -0.1%
GOOGL Alphabet Inc. Class A 2.50% 46,670 $7.2M Reduce -1.8%
VNQ Vanguard Real Estate ETF 2.01% 64,169 $5.8M Reduce -2.0%
SDY SS SPDR S&P Dividend ETF 1.63% 34,738 $4.7M Reduce -13.2%
DLS Wisdomtree Intl S/C DVD Fund 1.61% 70,458 $4.7M Reduce -0.4%
BNDX Vanguard Total Intl Bond ETF 1.56% 92,401 $4.5M Add +2.4%
BSV Vanguard Short-Term Bond ETF 1.54% 56,750 $4.4M Reduce -12.2%
GILD Gilead Sciences Inc. 1.53% 39,490 $4.4M Reduce -0.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.52% 105,653 $4.4M Reduce -0.9%
DSI iShares ESG MSCI KLD 400 ETF 1.28% 36,098 $3.7M Add +0.6%
IUSG iShares Core S&P U.S. Growth 1.25% 28,407 $3.6M Reduce -5.4%
IJK iShares S&P Mid-Cap 400 Grow 1.21% 42,170 $3.5M Add +3.3%
IJT iShares S&P Small-Cap 600 GR 1.19% 27,700 $3.4M No change
IJJ iShares S&P Mid-Cap 400 Valu 1.11% 26,730 $3.2M Add +1.1%
VT Vanguard Tot World STK ETF 1.09% 27,093 $3.1M Add +0.9%
JPM JPMorgan Chase & Co. 1.03% 12,180 $3.0M Reduce -2.7%
EFA iShares MSCI Eafe ETF 0.98% 34,751 $2.8M Reduce -0.4%
PEG Public Service Enterprise GP 0.94% 33,170 $2.7M No change
VTEB Vanguard Tax-Exempt Bond ETF 0.92% 53,800 $2.7M No change
CVS CVS Health Corp. 0.87% 36,951 $2.5M No change
IJS iShares S&P Small-Cap 600 Va 0.86% 25,470 $2.5M No change
JNJ Johnson & Johnson 0.85% 14,794 $2.5M No change
GM General Motors Co. 0.84% 51,600 $2.4M No change
ROP Roper Technologies Inc. 0.83% 4,080 $2.4M Reduce -1.2%
MSFT Microsoft Corp. 0.82% 6,352 $2.4M No change
ACN Accenture PLC Class A 0.77% 7,122 $2.2M No change
IVE iShares S&P 500 Value ETF 0.76% 11,515 $2.2M Add +0.9%
ESGD iShares Trust iShares ESG Aw 0.75% 26,515 $2.2M Reduce -0.2%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.73% 26,754 $2.1M Reduce -5.2%
AMZN Amazon.com Inc. 0.73% 11,040 $2.1M Add +19.5%
VTI VG Morningstar TS MKT ETF-US 0.71% 7,491 $2.1M Reduce -4.1%
CVX Chevron Corp. 0.68% 11,695 $2.0M No change
CHRW C.H. Robinson Worldwide Inc. 0.67% 18,890 $1.9M No change
VZ Verizon Communications Inc. 0.66% 41,809 $1.9M No change
ALL Allstate Corp. 0.63% 8,806 $1.8M No change
EFV iShares MSCI Eafe Value ETF 0.61% 29,785 $1.8M No change
MCK McKesson Corp. 0.54% 2,320 $1.6M Reduce -4.9%
TGT Target Corp. 0.52% 14,430 $1.5M Add +3.6%
EAGG iShares ESG Aware US Aggrega 0.48% 29,245 $1.4M Add +0.8%
CSCO Cisco Systems Inc. 0.45% 21,154 $1.3M No change
ESGE iShares Inc. iShares ESG Awar 0.45% 37,135 $1.3M Reduce -3.1%
UNM Unum Group 0.45% 15,898 $1.3M Reduce -0.6%
IWB iShares Russell 1000 ETF 0.42% 3,989 $1.2M Reduce -0.6%
SCHW Schwab (charles) Corp. 0.41% 15,190 $1.2M Add +0.8%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.39% 10,467 $1.1M Add +0.5%
BMY Bristol-Myers Squibb Co. 0.39% 18,273 $1.1M Reduce -7.6%
FISV Fiserv Inc. 0.37% 4,890 $1.1M No change
IMCG iShares Morningstar Mid-Cap 0.37% 15,076 $1.1M No change
IWM iShares Russell 2000 ETF 0.36% 5,208 $1.0M No change
USHY iShares Broad Usd High Yield 0.36% 28,114 $1.0M Add +10.8%
VLO Valero Energy Corp. 0.36% 7,813 $1.0M No change
NFLX Netflix Inc. 0.35% 1,078 $1.0M No change
WFC Wells Fargo & Co. 0.34% 13,622 $978K No change
VCIT Vanguard Int-Term Corporate 0.33% 11,705 $957K Reduce -1.1%
STZ Constellation Brands Inc. Class A 0.33% 5,137 $943K Add +8.4%
MMM 3M Co. 0.31% 6,011 $883K No change
NUSC Nuveen ESG Small-Cap ETF 0.30% 22,759 $873K Add +4.5%
VOO Vanguard S&P 500 ETF 0.29% 1,629 $837K Add +73.3%
IVW iShares S&P 500 Growth ETF 0.29% 8,950 $831K Add +11.9%
META Meta Platforms Inc. Class A 0.28% 1,415 $816K No change
FDL First Trust Morn DVD Lead Inc. 0.26% 17,450 $758K No change
GRNB Vaneck Green Bond ETF 0.24% 29,150 $701K Add +2.5%
TSLA Tesla Inc. 0.22% 2,500 $648K No change
SUSC iShares ESG Aware Usd Corpor 0.22% 27,275 $629K Add +1.5%
PFE Pfizer Inc. 0.20% 22,588 $572K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.19% 5,564 $549K Add +3.7%
NUMV Nuveen ESG Mid-Cap Value ETF 0.18% 15,560 $532K Add +6.5%
MRK Merck & Co. Inc. 0.18% 5,885 $528K No change
DVY iShares Select Dividend ETF 0.18% 3,819 $513K No change
EEMV iShares MSCI Emg MKT Min Vol 0.17% 8,236 $480K Add +9.3%
NUMG Nuveen ESG Mid-Cap Grow ETF 0.17% 11,180 $480K Add +5.7%
VWO Vanguard Ftse Emerging Marke 0.16% 10,100 $457K Reduce -52.1%
CMF iShares California Muni Bond 0.16% 8,000 $450K No change
NEE Nextera Energy Inc. 0.15% 6,134 $435K No change
COP Conocophillips 0.15% 4,088 $429K No change
V Visa Inc. Class A 0.14% 1,170 $410K Add +9.3%
MDY State Street SPDR S&P Midcap 0.14% 750 $400K Reduce -16.7%
IVV iShares Core S&P 500 ETF 0.13% 685 $385K No change
SRE Sempra 0.13% 5,347 $382K No change
IWF iShares Russell 1000 Growth 0.13% 1,022 $369K No change
CMI Cummins Inc. 0.11% 1,050 $329K No change
BLV Vanguard Long-Term Bond ETF 0.11% 4,650 $327K No change
NOC Northrop Grumman Corp. 0.11% 602 $308K New
IBB iShares Biotechnology ETF 0.10% 2,238 $286K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.09% 642 $270K Reduce -4.5%
GS Goldman Sachs Group Inc. 0.09% 470 $257K No change
UNP Union Pacific Corp. 0.09% 1,071 $253K No change
TSCO Tractor Supply Company 0.08% 4,000 $220K No change
EFG iShares MSCI Eafe Growth ETF 0.07% 2,125 $213K No change
MS Morgan Stanley 0.07% 1,800 $210K No change

Portfolio Sells Q4 2024 → Q1 2025
NVDA Nvidia Corp. Reduce -4.1% 6.58% −1.59
ORCL Oracle Corp. Reduce -1.8% 3.66% −0.61
GOOGL Alphabet Inc. Class A Reduce -1.8% 2.50% −0.49
IJR iShares Core S&P Small-Cap E Reduce -0.5% 4.28% −0.28
VWO Vanguard Ftse Emerging Marke Reduce -52.1% 0.16% −0.15
IUSG iShares Core S&P U.S. Growth Reduce -5.4% 1.25% −0.14
SDY SS SPDR S&P Dividend ETF Reduce -13.2% 1.63% −0.13
BSV Vanguard Short-Term Bond ETF Reduce -12.2% 1.54% −0.12
VGT Vanguard Info Tech ETF Sold out 0.00% −0.07
HD Home Depot Inc. Sold out 0.00% −0.07
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.6% 5.29% −0.07
CRM Salesforce Inc. Sold out 0.00% −0.07
VTI VG Morningstar TS MKT ETF-US Reduce -4.1% 0.71% −0.04
BAC Bank of America Corp. Reduce -0.9% 1.52% −0.03
MDY State Street SPDR S&P Midcap Reduce -16.7% 0.14% −0.03
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -5.2% 0.73% −0.01
IWB iShares Russell 1000 ETF Reduce -0.6% 0.42% −0.01
DIA SS SPDR Dow Jones Indus Avg Reduce -4.5% 0.09% −0.00
BMY Bristol-Myers Squibb Co. Reduce -7.6% 0.39% +0.01
VCIT Vanguard Int-Term Corporate Reduce -1.1% 0.33% +0.02
ESGE iShares Inc. iShares ESG Awar Reduce -3.1% 0.45% +0.02
JPM JPMorgan Chase & Co. Reduce -2.7% 1.03% +0.04
UNM Unum Group Reduce -0.6% 0.45% +0.06
VNQ Vanguard Real Estate ETF Reduce -2.0% 2.01% +0.07
DGS Wisdomtree Em Small Cap Reduce -0.1% 2.77% +0.07
ESGD iShares Trust iShares ESG Aw Reduce -0.2% 0.75% +0.08
MCK McKesson Corp. Reduce -4.9% 0.54% +0.08
EFA iShares MSCI Eafe ETF Reduce -0.4% 0.98% +0.11
ROP Roper Technologies Inc. Reduce -1.2% 0.83% +0.12
DLS Wisdomtree Intl S/C DVD Fund Reduce -0.4% 1.61% +0.13
GILD Gilead Sciences Inc. Reduce -0.8% 1.53% +0.31

Portfolio Buys Q4 2024 → Q1 2025
IEFA iShares Core MSCI Eafe ETF Add +0.9% 7.73% +0.89
IEMG iShares Core MSCI Emerging Add +8.2% 4.47% +0.63
BIV Vanguard Intermediate-Term B Add +10.3% 3.76% +0.56
VOO Vanguard S&P 500 ETF Add +73.3% 0.29% +0.12
NOC Northrop Grumman Corp. New 0.11% +0.11
BNDX Vanguard Total Intl Bond ETF Add +2.4% 1.56% +0.09
AMZN Amazon.com Inc. Add +19.5% 0.73% +0.05
USHY iShares Broad Usd High Yield Add +10.8% 0.36% +0.05
SCHW Schwab (charles) Corp. Add +0.8% 0.41% +0.04
VT Vanguard Tot World STK ETF Add +0.9% 1.09% +0.04
IVE iShares S&P 500 Value ETF Add +0.9% 0.76% +0.03
EAGG iShares ESG Aware US Aggrega Add +0.8% 0.48% +0.03
V Visa Inc. Class A Add +9.3% 0.14% +0.03
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +0.5% 0.39% +0.02
EEMV iShares MSCI Emg MKT Min Vol Add +9.3% 0.17% +0.02
GRNB Vaneck Green Bond ETF Add +2.5% 0.24% +0.02
IVW iShares S&P 500 Growth ETF Add +11.9% 0.29% +0.02
NUMV Nuveen ESG Mid-Cap Value ETF Add +6.5% 0.18% +0.02
SUSC iShares ESG Aware Usd Corpor Add +1.5% 0.22% +0.01
IJJ iShares S&P Mid-Cap 400 Valu Add +1.1% 1.11% +0.01
NUMG Nuveen ESG Mid-Cap Grow ETF Add +5.7% 0.17% −0.00
NUSC Nuveen ESG Small-Cap ETF Add +4.5% 0.30% −0.00
DIS The Walt Disney Co. Add +3.7% 0.19% −0.01
IJK iShares S&P Mid-Cap 400 Grow Add +3.3% 1.21% −0.02
STZ Constellation Brands Inc. Class A Add +8.4% 0.33% −0.02
DSI iShares ESG MSCI KLD 400 ETF Add +0.6% 1.28% −0.04
IJH iShares Core S&P Midcap ETF Add +1.0% 4.25% −0.07
TGT Target Corp. Add +3.6% 0.52% −0.10
AAPL Apple Inc. Add +1.5% 6.01% −0.40

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