Neumann Capital Management, LLC

13F filer, CIK 1631930, FOSTER CITY, CA

Neumann Capital Management, LLC reported $300,593,975 across 101 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-06. Its ten largest share positions make up 49.5% of the portfolio.

Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001172661-24-004478

Period: 2024-09-30
Reported value: $301M
Holdings: 101
Top 10 weight: 49.5%
New: 5
Sold out: 2

Largest buys vs the previous quarter

Security	Shares change	Approx. value
IVEnew	+10,405	$2.05M
FDLnew	+17,450	$732K
SPYadded	+669	$384K
BIVadded	+4,470	$350K
BLVnew	+4,650	$350K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SDYreduced	-27,398	-$3.89M
NVDAreduced	-24,180	-$2.94M
IJHreduced	-11,948	-$745K
AAPLreduced	-2,496	-$582K
VNQreduced	-5,480	-$534K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001172661-24-004478, largest first. % of portfolio is the value over $300,593,975, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
NVDANVIDIA CORPORATION	187,620	$22.8M	7.58%	-24,180	Timeline
IEFAISHARES TR	278,035	$21.7M	7.22%	-535	Timeline
AAPLAPPLE INC	79,557	$18.5M	6.17%	-2,496	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	27,693	$15.9M	5.29%	+669	Timeline
IJRISHARES TR	117,136	$13.7M	4.56%	-3,376	Timeline
ORCLORACLE CORP	78,310	$13.3M	4.44%	-189	Timeline
IJHISHARES TR	208,481	$13M	4.32%	-11,948	Timeline
IEMGISHARES INC	221,197	$12.7M	4.22%	-1,736	Timeline
DGSWISDOMTREE TR	165,334	$8.88M	2.95%	-4,689	Timeline
BIVVANGUARD BD INDEX FDS	105,421	$8.26M	2.75%	+4,470	Timeline
GOOGLALPHABET INC	47,150	$7.82M	2.6%	-560	Timeline
VNQVANGUARD INDEX FDS	67,595	$6.59M	2.19%	-5,480	Timeline
SDYSPDR SERIES TRUST	45,408	$6.45M	2.15%	-27,398	Timeline
BSVVANGUARD BD INDEX FDS	75,029	$5.9M	1.96%	+4,000	Timeline
DLSWISDOMTREE TR	67,307	$4.65M	1.55%	-3,096	Timeline
BACBANK OF AMER CORP	106,653	$4.23M	1.41%	-4,500	Timeline
BNDXVANGUARD CHARLOTTE FDS	83,587	$4.2M	1.4%	+2,278	Timeline
DSIISHARES TR	36,848	$4.01M	1.33%	+1,350	Timeline
IUSGISHARES TR	30,003	$3.96M	1.32%	+1,053	Timeline
IJKISHARES TR	41,440	$3.81M	1.27%	0	Timeline
IJTISHARES TR	26,820	$3.74M	1.24%	-90	Timeline
GILDGILEAD SCIENCES INC	39,790	$3.34M	1.11%	-1,500	Timeline
IJJISHARES TR	26,430	$3.27M	1.09%	-350	Timeline
VTVANGUARD INTL EQUITY INDEX F	26,134	$3.13M	1.04%	+60	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	33,664	$3M	1%	0	Timeline
EFAISHARES TR	34,700	$2.9M	0.97%	-969	Timeline
MSFTMICROSOFT CORP	6,432	$2.77M	0.92%	0	Timeline
VTEBVANGUARD MUN BD FDS	53,550	$2.74M	0.91%	+3,000	Timeline
IJSISHARES TR	25,050	$2.7M	0.9%	-400	Timeline
JPMJPMORGAN CHASE & CO	12,672	$2.67M	0.89%	-1,000	Timeline
CVSCVS HEALTH CORP	40,931	$2.57M	0.86%	-2,985	Timeline
ACNACCENTURE PLC IRELAND	7,022	$2.48M	0.83%	0	Timeline
GMGENERAL MTRS CO	51,350	$2.3M	0.77%	+600	Timeline
HYGISHARES TR	28,395	$2.28M	0.76%	-1,323	Timeline
ESGDISHARES TR	27,075	$2.28M	0.76%	+275	Timeline
ROPROPER TECHNOLOGIES INC	4,030	$2.24M	0.75%	-20	Timeline
VTIVANGUARD INDEX FDS	7,803	$2.21M	0.74%	-40	Timeline
JNJJOHNSON & JOHNSON	13,319	$2.16M	0.72%	+140	Timeline
TGTTARGET CORP	13,530	$2.11M	0.7%	-1,500	Timeline
IVEISHARES TR	10,405	$2.05M	0.68%	new	Timeline
CHRWC H ROBINSON WORLDWIDE IN	18,390	$2.03M	0.68%	0	Timeline
VZVERIZON COMMUNICATIONS INC	42,519	$1.91M	0.64%	-2,600	Timeline
EFVISHARES TR	29,785	$1.71M	0.57%	0	Timeline
CVXCHEVRON CORPORATION	11,595	$1.71M	0.57%	-120	Timeline
ALLALLSTATE CORP	8,960	$1.7M	0.57%	-600	Timeline
AMZNAMAZON COM INC	9,040	$1.68M	0.56%	-1,600	Timeline
ESGEISHARES INC	39,435	$1.44M	0.48%	0	Timeline
IWBISHARES TR	4,047	$1.27M	0.42%	-22	Timeline
EAGGISHARES TR	25,375	$1.23M	0.41%	+1,140	Timeline
MCKMCKESSON CORP	2,440	$1.21M	0.4%	0	Timeline
STZCONSTELLATION BRANDS INC	4,637	$1.19M	0.4%	+80	Timeline
IWMISHARES TR	5,208	$1.15M	0.38%	0	Timeline
CSCOCISCO SYS INC	21,154	$1.13M	0.37%	+200	Timeline
LQDISHARES TR	9,795	$1.11M	0.37%	-1,583	Timeline
IMCGISHARES TR	15,076	$1.1M	0.37%	0	Timeline
BMYBRISTOL-MYERS SQUIBB CO	20,623	$1.07M	0.35%	+250	Timeline
VLOVALERO ENERGY CORP	7,813	$1.05M	0.35%	0	Timeline
VCITVANGUARD SCOTTSDALE FDS	11,865	$994K	0.33%	-1,434	Timeline
UNMUNUM GROUP	16,683	$992K	0.33%	-2,000	Timeline
TSLATESLA INC	3,750	$981K	0.33%	-1,250	Timeline
SCHWCHARLES SCHWAB CORP (THE)	15,050	$975K	0.32%	+107	Timeline
NUSCNUSHARES ETF TR	21,984	$942K	0.31%	0	Timeline
FISVFISERV INC	4,740	$852K	0.28%	0	Timeline
MMM3M CO	6,011	$822K	0.27%	-2,800	Timeline
USHYISHARES TR	21,750	$819K	0.27%	+2,350	Timeline
METAMETA PLATFORMS INC	1,415	$810K	0.27%	0	Timeline
WFCWELLS FARGO & CO	13,622	$770K	0.26%	0	Timeline
IVWISHARES TR	8,000	$766K	0.25%	0	Timeline
NFLXNETFLIX INC.	1,078	$765K	0.25%	-35	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	17,450	$732K	0.24%	new	Timeline
GRNBVANECK ETF TRUST	29,450	$723K	0.24%	+250	Timeline
SUSCISHARES TR	26,875	$639K	0.21%	+480	Timeline
MRKMERCK & CO INC	4,885	$555K	0.18%	-1,800	Timeline
NUMVNUSHARES ETF TR	14,810	$546K	0.18%	0	Timeline
DVYISHARES TR	4,038	$545K	0.18%	0	Timeline
DISDISNEY WALT CO	5,364	$516K	0.17%	0	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	900	$513K	0.17%	0	Timeline
NUMGNUSHARES ETF TR	10,830	$485K	0.16%	+250	Timeline
VWOVANGUARD INTL EQUITY INDEX F	10,100	$483K	0.16%	0	Timeline
EEMVISHARES INC	7,536	$473K	0.16%	-5,100	Timeline
CMFISHARES TR	8,000	$465K	0.15%	-8,800	Timeline
SRESEMPRA	5,347	$447K	0.15%	0	Timeline
PFEPFIZER INC	15,001	$434K	0.14%	-4,300	Timeline
COPCONOCOPHILLIPS	4,088	$430K	0.14%	0	Timeline
NEENEXTERA ENERGY INC	5,034	$426K	0.14%	+200	Timeline
CECELANESE CORP DEL	3,000	$408K	0.14%	+150	Timeline
IVVISHARES TR	685	$395K	0.13%	0	Timeline
IWFISHARES TR	1,022	$384K	0.13%	0	Timeline
BLVVANGUARD BD INDEX FDS	4,650	$350K	0.12%	new	Timeline
CMICUMMINS INC	1,050	$340K	0.11%	+50	Timeline
IBBISHARES TR	2,238	$326K	0.11%	0	Timeline
VOOVANGUARD INDEX FDS	567	$299K	0.1%	-50	Timeline
VVISA INC	1,070	$294K	0.1%	0	Timeline
DIASTATE STR SPDR DOW JONES IND	672	$284K	0.09%	0	Timeline
UNPUNION PAC CORP	1,071	$264K	0.09%	0	Timeline
TSCOTRACTOR SUPPLY CO	800	$233K	0.08%	0	Timeline
GSGOLDMAN SACHS GROUP INC	470	$233K	0.08%	0	Timeline
EFGISHARES TR	2,125	$229K	0.08%	0	Timeline
HDHOME DEPOT INC	534	$216K	0.07%	new	Timeline
VGTVANGUARD WORLD FD	350	$205K	0.07%	0	Timeline
IWSISHARES TR	1,524	$202K	0.07%	new	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
LOWLOWES COS INC	1,100	$243K	shares
IBMINTERNATIONAL BUSINESS MACHS	1,286	$222K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001172661-24-004478	base		2024-11-06	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC