Neumann Capital Management, LLC
103 holdingsFiling period: 2026-03-31Current AUM: $375.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 156.8K | $27.3M | $31.5M | 8.37% | -9,024 | 2026-03-31 |
| 2 | IEFA | ISHARES TR | 297.5K | $26.9M | $29.2M | 7.78% | +8.1K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 75.6K | $19.2M | $23.4M | 6.22% | -2,198 | 2026-03-31 |
| 4 | BIV | VANGUARD BD INDEX FDS | 217.9K | $16.8M | $16.5M | 4.38% | +32.6K | 2026-03-31 |
| 5 | IEMG | ISHARES INC | 230.2K | $16.1M | $17.9M | 4.75% | +4.0K | 2026-03-31 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 23.4K | $15.2M | $17.5M | 4.65% | -2,234 | 2026-03-31 |
| 7 | IJR | ISHARES TR | 118.0K | $14.7M | $17.2M | 4.57% | +257 | 2026-03-31 |
| 8 | IJH | ISHARES TR | 207.8K | $14.0M | $15.6M | 4.16% | -1,780 | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 40.1K | $11.5M | $14.3M | 3.80% | -2,798 | 2026-03-31 |
| 10 | ORCL | ORACLE CORP | 69.5K | $10.2M | $9.0M | 2.40% | -250 | 2026-03-31 |
| 11 | DGS | WISDOMTREE TR | 157.4K | $9.5M | $9.6M | 2.55% | -124 | 2026-03-31 |
| 12 | VNQ | VANGUARD INDEX FDS | 62.3K | $5.5M | $6.2M | 1.64% | -1,175 | 2026-03-31 |
| 13 | DLS | WISDOMTREE TR | 66.2K | $5.4M | $5.7M | 1.52% | -651 | 2026-03-31 |
| 14 | GILD | GILEAD SCIENCES INC | 36.1K | $5.0M | $4.7M | 1.25% | -822 | 2026-03-31 |
| 15 | BAC | BANK AMERICA CORP | 100.1K | $4.9M | $6.2M | 1.65% | -77 | 2026-03-31 |
| 16 | BSV | VANGUARD BD INDEX FDS | 61.6K | $4.8M | $4.8M | 1.27% | +4.2K | 2026-03-31 |
| 17 | BNDX | VANGUARD CHARLOTTE FDS | 97.1K | $4.7M | $4.6M | 1.23% | +2.2K | 2026-03-31 |
| 18 | IJK | ISHARES TR | 43.8K | $4.4M | $4.9M | 1.30% | -460 | 2026-03-31 |
| 19 | IUSG | ISHARES TR | 27.8K | $4.3M | $5.1M | 1.37% | +60 | 2026-03-31 |
| 20 | DSI | ISHARES TR | 35.4K | $4.3M | $5.0M | 1.33% | -770 | 2026-03-31 |
| 21 | IJT | ISHARES TR | 29.3K | $4.2M | $5.1M | 1.34% | -690 | 2026-03-31 |
| 22 | SDY | SPDR SERIES TRUST | 28.7K | $4.2M | $4.4M | 1.18% | -4,027 | 2026-03-31 |
| 23 | VOO | VANGUARD INDEX FDS | 6.7K | $4.0M | $4.6M | 1.22% | +3.1K | 2026-03-31 |
| 24 | GM | GENERAL MTRS CO | 50.3K | $3.7M | $4.5M | 1.19% | -- | 2026-03-31 |
| 25 | VT | VANGUARD INTL EQUITY INDEX F | 26.5K | $3.7M | $4.1M | 1.10% | -1,527 | 2026-03-31 |
← Scroll →
Page 1 of 5