Neumann Capital Management, LLC
58 holdingsFiling period: 2026-06-30Current AUM: $148.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IJR | iShares TR | 118.5K | $17.6M | $16.3M | 10.99% | +509 | 2026-06-30 |
| 2 | BIV | Vanguard BD Index Fds | 218.3K | $16.7M | $16.2M | 10.95% | +401 | 2026-06-30 |
| 3 | IJH | iShares TR | 208.7K | $16.1M | $15.0M | 10.14% | +866 | 2026-06-30 |
| 4 | VNQ | Vanguard Index Fds | 61.8K | $6.0M | $5.9M | 3.99% | -465 | 2026-06-30 |
| 5 | IUSG | iShares TR | 27.9K | $5.2M | $4.9M | 3.32% | +50 | 2026-06-30 |
| 6 | IJT | iShares TR | 29.2K | $5.2M | $4.7M | 3.18% | -30 | 2026-06-30 |
| 7 | IJK | iShares TR | 43.7K | $5.1M | $4.6M | 3.12% | -115 | 2026-06-30 |
| 8 | VOO | Vanguard Index Fds | 7.4K | $5.1M | $5.0M | 3.39% | +792 | 2026-06-30 |
| 9 | DSI | iShares TR | 35.2K | $5.0M | $4.9M | 3.28% | -227 | 2026-06-30 |
| 10 | BSV | Vanguard BD Index Fds | 60.7K | $4.7M | $4.7M | 3.15% | -919 | 2026-06-30 |
| 11 | GILD | Gilead Sciences Inc | 35.9K | $4.5M | $6.0M | 4.03% | -200 | 2026-06-30 |
| 12 | VT | Vanguard Intl Equity Index F | 26.9K | $4.2M | $4.1M | 2.75% | +449 | 2026-06-30 |
| 13 | CVS | Cvs Health Corp | 37.7K | $3.9M | $3.2M | 2.13% | -- | 2026-06-30 |
| 14 | IJJ | iShares TR | 25.7K | $3.8M | $3.7M | 2.49% | -225 | 2026-06-30 |
| 15 | JNJ | Johnson & Johnson | 14.7K | $3.7M | $4.1M | 2.73% | -- | 2026-06-30 |
| 16 | IJS | iShares TR | 26.9K | $3.7M | $3.5M | 2.36% | -546 | 2026-06-30 |
| 17 | EFA | iShares TR | 29.9K | $3.1M | $3.0M | 2.05% | -800 | 2026-06-30 |
| 18 | PEG | Public Svc Enterprise Group | 30.4K | $2.5M | $2.2M | 1.49% | -1,115 | 2026-06-30 |
| 19 | EFV | iShares TR | 29.8K | $2.3M | $2.3M | 1.58% | -- | 2026-06-30 |
| 20 | MSFT | Microsoft Corp | 6.0K | $2.3M | $3.2M | 2.16% | +70 | 2026-06-30 |
| 21 | IVE | iShares TR | 9.0K | $2.0M | $2.1M | 1.43% | -200 | 2026-06-30 |
| 22 | CVX | Chevron Corporation | 11.8K | $1.9M | $2.5M | 1.69% | -- | 2026-06-30 |
| 23 | HYG | iShares TR | 22.7K | $1.8M | $1.8M | 1.18% | -383 | 2026-06-30 |
| 24 | IWB | iShares TR | 4.0K | $1.6M | $1.6M | 1.08% | -- | 2026-06-30 |
| 25 | IWM | iShares TR | 5.2K | $1.6M | $1.4M | 0.96% | -- | 2026-06-30 |
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