- New Purchases: ESGD, V, BIV,
- Added Positions: EFA, EEMV, HYG, SDY, IJS, IJT, IJR, IWB, VT, VCIT, IJH, JNJ, EFV, VLO, IJJ, BNDX, MMM,
- Reduced Positions: AAPL, DGS, SPY, DLS, NVDA, MSFT, CHRW, CVX, MDY, GILD, IVW, PEG, ROP, UNM, VTI, GM, ACN,
- Sold Out: FTSL,
For the details of Neumann Capital Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/neumann+capital+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Neumann Capital Management, LLC- iShares Edge MSCI Min Vol Emerging Markets (EEMV) - 200,501 shares, 6.38% of the total portfolio. Shares added by 3.18%
- iShares MSCI EAFE (EFA) - 151,014 shares, 5.63% of the total portfolio. Shares added by 11.68%
- iShares Core S&P Small-Cap (IJR) - 125,278 shares, 5.24% of the total portfolio. Shares added by 1.65%
- Apple Inc (AAPL) - 23,224 shares, 5.19% of the total portfolio. Shares reduced by 3.51%
- iShares Core S&P Mid-Cap (IJH) - 45,995 shares, 5.01% of the total portfolio. Shares added by 1.08%
Neumann Capital Management, LLC initiated holding in Visa Inc. The purchase prices were between $151.85 and $200.48, with an estimated average price of $182.35. The stock is now traded at around $197.43. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,200 shares as of .
New Purchase: iShares MSCI EAFE ESG Select ETF (ESGD)Neumann Capital Management, LLC initiated holding in iShares MSCI EAFE ESG Select ETF. The purchase prices were between $50.54 and $64.22, with an estimated average price of $57.3. The stock is now traded at around $63.46. The impact to a portfolio due to this purchase was 0.14%. The holding were 3,895 shares as of .
New Purchase: Vanguard Intermediate-Term Bond (BIV)Neumann Capital Management, LLC initiated holding in Vanguard Intermediate-Term Bond. The purchase prices were between $88.46 and $93.02, with an estimated average price of $91.14. The stock is now traded at around $93.97. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,273 shares as of .
Sold Out: First Trust Senior Loan Fund ETF (FTSL)Neumann Capital Management, LLC sold out a holding in First Trust Senior Loan Fund ETF. The sale prices were between $41.79 and $46.3, with an estimated average price of $44.64.
Here is the complete portfolio of Neumann Capital Management, LLC. Also check out:
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