NC

Neumann Capital Management, LLC

13F
Neumann Capital Management, LLC
Last update 2025-04-16 99 Stocks (1 new)
Value $289.00 Mil Turnover 2 %
Countries:
Top Holdings: IEFA(7.73%)NVDA(6.58%)AAPL(6.01%)SPY(5.29%)IEMG(4.47%)
Summary Stock Picks Current Portfolio
Neumann Capital Management, LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IEFA 		iShares Core MSCI EAFE ETF
295,739
22,372.6
+0.94%
7.730
+0.07%
0.020
+6.88%
+18.77%
141,103.1
 
NVDA 		NVIDIA Corp
175,665
19,038.6
-4.07%
6.580
-0.33%
0.000
+21.65%
+6.26%
3,479,738.6
Semiconductors
AAPL 		Apple Inc
78,266
17,385.1
+1.54%
6.010
+0.09%
0.000
-13.44%
-18.43%
3,043,645.0
Hardware
SPY 		SPDR S&P 500 ETF Trust
27,373
15,311.9
-0.58%
5.290
-0.03%
0.000
+2.80%
+2.27%
611,229.1
 
IEMG 		iShares Core MSCI Emerging Markets ETF
239,623
12,932.5
+8.19%
4.470
+0.34%
0.020
+6.32%
+11.96%
90,218.0
 
IJR 		iShares Core S&P Small-Cap ETF
118,384
12,379.4
-0.54%
4.280
-0.02%
0.020
-1.55%
-7.16%
77,654.7
 
IJH 		iShares Core S&P Mid-Cap ETF
210,656
12,291.8
+1.04%
4.250
+0.04%
0.010
+1.00%
-2.28%
92,824.7
 
BIV 		Vanguard Intermediate-Term Bond ETF
141,949
10,869.1
+10.35%
3.760
+0.35%
0.050
+1.13%
+3.69%
23,186.3
 
ORCL 		Oracle Corp
75,623
10,572.8
-1.78%
3.660
-0.08%
0.000
+6.38%
+3.39%
480,225.1
Software
DGS 		WisdomTree Emerging Markets SmallCap Dividend Fund
166,085
8,023.6
-0.14%
2.770
0%
0.520
+9.18%
+10.56%
1,625.6
 

Neumann Capital Management, LLC's Historical Top Holdings Breakdowns

Neumann Capital Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIV 		Vanguard Intermediate-Term Bond ETF2025-03-31Add
+0.35%
●
73.78 ($75.44) 76.59
$76.21
1.02%
Add 10.35%
141,949
13,317
IEMG 		iShares Core MSCI Emerging Markets ETF2025-03-31Add
+0.34%
●
50.83 ($53.83) 55.94
$58.50
8.67%
Add 8.19%
239,623
18,149
NVDA 		NVIDIA Corp2025-03-31Reduce
-0.33%
●
106.98 ($126.74) 149.43
$142.69
12.58%
Reduce -4.07%
175,665
-7,450
SDY 		SPDR Dividend ETF2025-03-31Reduce
-0.23%
●
128.74 ($134.5) 138.67
$134.55
0.04%
Reduce -13.17%
34,738
-5,270
BSV 		Vanguard Short-Term Bond ETF2025-03-31Reduce
-0.20%
●
76.94 ($77.63) 78.28
$78.12
0.64%
Reduce -12.19%
56,750
-7,879
VWO 		Vanguard FTSE Emerging Markets ETF2025-03-31Reduce
-0.16%
●
42.5 ($45.01) 46.71
$48.26
7.21%
Reduce -52.13%
10,100
-11,000
AMZN 		Amazon.com Inc2025-03-31Add
+0.12%
●
190.26 ($217) 242.06
$211.98
-2.31%
Add 19.48%
11,040
1,800
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+0.12%
●
507.05 ($540.58) 563.67
$550.18
1.78%
Add 73.3%
1,629
689
NOC 		Northrop Grumman Corp2025-03-31New Buy
+0.11%
●
433.45 ($477.41) 513.82
$489.02
2.43%
New holding
602
602
AAPL 		Apple Inc2025-03-31Add
+0.09%
●
209.68 ($231.67) 247.1
$203.44
-12.19%
Add 1.54%
78,266
1,189

Neumann Capital Management, LLC Total Holding History ($B)

To

Neumann Capital Management, LLC's Asset Allocation

To

Neumann Capital Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Neumann Capital Management, LLC's Hypothetical Growth since 2025-03-31

Neumann Capital Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Neumann Capital Management, LLC's Holdings Heat Map

Size field:

Neumann Capital Management, LLC's Holdings Bubble Chart

Neumann Capital Management, LLC News

  • 1

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