Neumann Capital Management, LLC
58 holdingsFiling period: 2026-06-30Current AUM: $149.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | 118.5K | $17.6M | $16.6M | 11.09% | +509 | 2026-06-30 |
| 2 | BIV | VANGUARD BD INDEX FDS | 218.3K | $16.7M | $16.1M | 10.78% | +401 | 2026-06-30 |
| 3 | IJH | ISHARES TR | 208.7K | $16.1M | $15.3M | 10.21% | +866 | 2026-06-30 |
| 4 | VNQ | VANGUARD INDEX FDS | 61.8K | $6.0M | $5.8M | 3.88% | -465 | 2026-06-30 |
| 5 | IUSG | ISHARES TR | 27.9K | $5.2M | $5.2M | 3.49% | +50 | 2026-06-30 |
| 6 | IJT | ISHARES TR | 29.2K | $5.2M | $4.8M | 3.19% | -30 | 2026-06-30 |
| 7 | IJK | ISHARES TR | 43.7K | $5.1M | $4.8M | 3.19% | -115 | 2026-06-30 |
| 8 | VOO | VANGUARD INDEX FDS | 7.4K | $5.1M | $5.2M | 3.46% | +792 | 2026-06-30 |
| 9 | DSI | ISHARES TR | 35.2K | $5.0M | $5.1M | 3.38% | -227 | 2026-06-30 |
| 10 | BSV | VANGUARD BD INDEX FDS | 60.7K | $4.7M | $4.7M | 3.11% | -919 | 2026-06-30 |
| 11 | GILD | GILEAD SCIENCES INC | 35.9K | $4.5M | $5.2M | 3.51% | -200 | 2026-06-30 |
| 12 | VT | VANGUARD INTL EQUITY INDEX F | 26.9K | $4.2M | $4.3M | 2.84% | +449 | 2026-06-30 |
| 13 | CVS | CVS HEALTH CORP | 37.7K | $3.9M | $3.6M | 2.38% | -- | 2026-06-30 |
| 14 | IJJ | ISHARES TR | 25.7K | $3.8M | $3.7M | 2.47% | -225 | 2026-06-30 |
| 15 | JNJ | JOHNSON & JOHNSON | 14.7K | $3.7M | $3.9M | 2.62% | -- | 2026-06-30 |
| 16 | IJS | ISHARES TR | 26.9K | $3.7M | $3.6M | 2.39% | -546 | 2026-06-30 |
| 17 | EFA | ISHARES TR | 29.9K | $3.1M | $3.1M | 2.10% | -800 | 2026-06-30 |
| 18 | PEG | PUBLIC SVC ENTERPRISE GROUP | 30.4K | $2.5M | $2.1M | 1.43% | -1,115 | 2026-06-30 |
| 19 | EFV | ISHARES TR | 29.8K | $2.3M | $2.4M | 1.62% | -- | 2026-06-30 |
| 20 | MSFT | MICROSOFT CORP | 6.0K | $2.3M | $3.0M | 2.01% | +70 | 2026-06-30 |
| 21 | IVE | ISHARES TR | 9.0K | $2.0M | $2.1M | 1.40% | -200 | 2026-06-30 |
| 22 | CVX | CHEVRON CORPORATION | 11.8K | $1.9M | $2.6M | 1.71% | -- | 2026-06-30 |
| 23 | HYG | ISHARES TR | 22.7K | $1.8M | $1.8M | 1.19% | -383 | 2026-06-30 |
| 24 | IWB | ISHARES TR | 4.0K | $1.6M | $1.6M | 1.10% | -- | 2026-06-30 |
| 25 | IWM | ISHARES TR | 5.2K | $1.6M | $1.5M | 0.99% | -- | 2026-06-30 |
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