Neumann Capital Management, LLC
Q1 2025 13F Holdings
- Locationfoster city, CA
- Num holdings
99
- Value ($000)
$289,252
- Date Filed04/16/2025
- Form type13F-HR
- CIK0001631930
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $22.37M | 8 % | 295,739 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $19.04M | 7 % | 175,665 | ||
AAPL APPLE INC | COM | 037833100 | $17.39M | 6 % | 78,266 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $15.31M | 5 % | 27,373 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $12.93M | 5 % | 239,623 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $12.38M | 4 % | 118,384 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $12.29M | 4 % | 210,656 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $10.87M | 4 % | 141,949 | ||
ORCL ORACLE CORP | COM | 68389X105 | $10.57M | 4 % | 75,623 | ||
DGS WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | $8.02M | 3 % | 166,085 |
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