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Neumann Capital Management, LLC

Q2 2026 13F Holdings

  • Location
    foster city, CA
  • Num holdings

    58

  • Value ($000)

    $151,176

  • Date Filed
    07/13/2026
  • Form type
    13F-HR
  • CIK
    0001631930
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$17.58M
12 %

118,530

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$16.74M
11 %

218,277

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$16.09M
11 %

208,704

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$5.96M
4 %

61,792

I
IUSG

ISHARES TR

CORE S&P US GWT
464287671
$5.24M
4 %

27,866

I
IJT

ISHARES TR

S&P SML 600 GWT
464287887
$5.22M
4 %

29,240

I
IJK

ISHARES TR

S&P MC 400GR ETF
464287606
$5.13M
3 %

43,670

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$5.11M
3 %

7,444

D
DSI

ISHARES TR

ESG MSCI KLD ETF
464288570
$5.01M
3 %

35,201

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$4.73M
3 %

60,699

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