Neumann Capital Management, LLC
Q2 2025 13F Holdings
- Locationfoster city, CA
- Num holdings
100
- Value ($000)
$318,024
- Date Filed07/17/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $27.60M | 9 % | 174,673 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $24.65M | 8 % | 295,280 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $16.80M | 5 % | 27,199 | ||
ORCL ORACLE CORP | COM | 68389X105 | $16.41M | 5 % | 75,043 | ||
AAPL APPLE INC | COM | 037833100 | $15.94M | 5 % | 77,696 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $13.98M | 4 % | 232,915 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $12.98M | 4 % | 209,360 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $12.97M | 4 % | 118,642 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $11.79M | 4 % | 152,466 | ||
DGS WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | $8.98M | 3 % | 162,504 |
Rows Per Page
10
- 10
- 50
- 100