Sponsored

The Analysis of Neumann Capital Management, LLC's Holdings & P&L

Currently, Neumann Capital Management, LLC holds 102 types of securities in its portfolio with a total value $339.5M. In the most recent quarter, they have increased their positions in BIV (+32.6K shares, valued at $2.5M), N/A (+3.1K shares, valued at $1.9M), IEFA (+8.1K shares, valued at $736.7K); decreased their positions in NVDA (-9.0K shares, valued at $1.6M), SPY (-2.2K shares, valued at $1.5M), N/A (-2.8K shares, valued at $804.6K); initiated new positions in GLW (+2.0K shares, valued at $271.9K), XOM (+1.6K shares, valued at $264.3K), CF (+1.7K shares, valued at $220.7K).

1M P&L

+11.0M+3.19%

3M P&L

+13.1M+3.82%

HY P&L

+31.1M+9.58%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A202.8M

63.0%

2Semiconductors27.3M

8.5%

3Consumer Electronics19.2M

6.0%

Top Industries by Stock Count

1N/A55 stocks

56.1%

2Drug Manufacturers - General4 stocks

4.1%

3Banks - Diversified3 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION156.8K shares-5.44%2026-03-312026-04-13

IEFA ISHARES TR297.5K shares2.81%2026-03-312026-04-13

AAPL APPLE INC75.6K shares-2.82%2026-03-312026-04-13

BIV VANGUARD BD INDEX FDS217.9K shares17.62%2026-03-312026-04-13

IEMG ISHARES INC230.2K shares1.77%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T23.4K shares-8.71%2026-03-312026-04-13

IJR ISHARES TR118.0K shares0.22%2026-03-312026-04-13

IJH ISHARES TR207.8K shares-0.85%2026-03-312026-04-13

Sponsored

ALPHABET INC ALPHABET INC40.1K shares-6.52%2026-03-312026-04-13

ORCL ORACLE CORP69.5K shares-0.36%2026-03-312026-04-13

DGS WISDOMTREE TR157.4K shares-0.08%2026-03-312026-04-13

VNQ VANGUARD INDEX FDS62.3K shares-1.85%2026-03-312026-04-13

DLS WISDOMTREE TR66.2K shares-0.97%2026-03-312026-04-13

GILD GILEAD SCIENCES INC36.1K shares-2.23%2026-03-312026-04-13

BAC BANK AMERICA CORP100.1K shares-0.08%2026-03-312026-04-13

BSV VANGUARD BD INDEX FDS61.6K shares7.23%2026-03-312026-04-13

Sponsored

BNDX VANGUARD CHARLOTTE FDS97.1K shares2.31%2026-03-312026-04-13

IJK ISHARES TR43.8K shares-1.04%2026-03-312026-04-13

IUSG ISHARES TR27.8K shares0.22%2026-03-312026-04-13

DSI ISHARES TR35.4K shares-2.13%2026-03-312026-04-13

IJT ISHARES TR29.3K shares-2.30%2026-03-312026-04-13

SDY SPDR SERIES TRUST28.7K shares-12.31%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS6.7K shares89.03%2026-03-312026-04-13

GM GENERAL MTRS CO50.3K shares0.00%2026-03-312026-04-13

Sponsored

VT VANGUARD INTL EQUITY INDEX F26.5K shares-5.46%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON14.7K shares-1.35%2026-03-312026-04-13

IJJ ISHARES TR26.0K shares-3.53%2026-03-312026-04-13

IJS ISHARES TR27.4K shares-2.59%2026-03-312026-04-13

EAGG ISHARES TR66.9K shares3.67%2026-03-312026-04-13

CHRW C H ROBINSON WORLDWIDE IN18.6K shares-1.32%2026-03-312026-04-13

EFA ISHARES TR30.7K shares-0.85%2026-03-312026-04-13

ESGD ISHARES TR30.8K shares0.92%2026-03-312026-04-13

Sponsored

JPM JPMORGAN CHASE & CO9.8K shares-4.95%2026-03-312026-04-13

AMZN AMAZON COM INC13.0K shares0.43%2026-03-312026-04-13

CVS CVS HEALTH CORP37.7K shares1.89%2026-03-312026-04-13

PEG PUBLIC SVC ENTERPRISE GROUP31.6K shares0.00%2026-03-312026-04-13

CVX CHEVRON CORPORATION11.8K shares0.60%2026-03-312026-04-13

EFV ISHARES TR29.8K shares0.00%2026-03-312026-04-13

MSFT MICROSOFT CORP6.0K shares6.09%2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC41.1K shares1.24%2026-03-312026-04-13

Sponsored

ALL ALLSTATE CORP9.8K shares1.35%2026-03-312026-04-13

IVE ISHARES TR9.2K shares-2.95%2026-03-312026-04-13

MCK MCKESSON CORP2.2K shares-2.64%2026-03-312026-04-13

HYG ISHARES TR23.1K shares-10.28%2026-03-312026-04-13

VLO VALERO ENERGY CORP7.1K shares-2.75%2026-03-312026-04-13

USHY ISHARES TR44.1K shares32.52%2026-03-312026-04-13

TGT TARGET CORP13.3K shares0.00%2026-03-312026-04-13

FDL FIRST TR EXCHANGE-TRADED FD31.4K shares30.77%2026-03-312026-04-13

Sponsored

CSCO CISCO SYS INC20.3K shares-1.46%2026-03-312026-04-13

ROP ROPER TECHNOLOGIES INC4.4K shares-0.81%2026-03-312026-04-13

ESGE ISHARES INC34.1K shares-2.21%2026-03-312026-04-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND7.7K shares1.32%2026-03-312026-04-13

SCHW SCHWAB CHARLES CORP15.3K shares2.75%2026-03-312026-04-13

IWB ISHARES TR4.0K shares1.02%2026-03-312026-04-13

IWM ISHARES TR5.2K shares0.00%2026-03-312026-04-13

VTI VANGUARD INDEX FDS3.8K shares-30.11%2026-03-312026-04-13

Sponsored

IMCG ISHARES TR15.1K shares0.00%2026-03-312026-04-13

UNM UNUM GROUP16.0K shares-4.00%2026-03-312026-04-13

BMY BRISTOL-MYERS SQUIBB CO18.1K shares2.84%2026-03-312026-04-13

WFC WELLS FARGO & CO13.6K shares0.00%2026-03-312026-04-13

NUSC NUSHARES ETF TR23.5K shares-0.42%2026-03-312026-04-13

NFLX NETFLIX INC.10.7K shares0.28%2026-03-312026-04-13

IVW ISHARES TR8.9K shares0.00%2026-03-312026-04-13

GRNB VANECK ETF TRUST41.3K shares13.00%2026-03-312026-04-13

Sponsored

VCIT VANGUARD SCOTTSDALE FDS11.8K shares-0.50%2026-03-312026-04-13

MMM 3M CO6.0K shares0.00%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC7.2K shares0.00%2026-03-312026-04-13

META META PLATFORMS INC1.4K shares-1.20%2026-03-312026-04-13

PFE PFIZER INC28.5K shares0.00%2026-03-312026-04-13

EMXC ISHARES INC9.0K shares0.37%2026-03-312026-04-13

DIS DISNEY WALT CO7.0K shares0.00%2026-03-312026-04-13

NUMV NUSHARES ETF TR16.2K shares1.57%2026-03-312026-04-13

Sponsored

VTEB VANGUARD MUN BD FDS12.3K shares9.07%2026-03-312026-04-13

SUSC ISHARES TR26.3K shares1.55%2026-03-312026-04-13

DVY ISHARES TR3.8K shares0.00%2026-03-312026-04-13

CMF ISHARES TR9.9K shares65.00%2026-03-312026-04-13

LQD ISHARES TR5.1K shares2.30%2026-03-312026-04-13

NEE NEXTERA ENERGY INC5.9K shares0.00%2026-03-312026-04-13

COP CONOCOPHILLIPS4.1K shares0.00%2026-03-312026-04-13

EEMV ISHARES INC8.2K shares0.00%2026-03-312026-04-13

Sponsored

SRE SEMPRA5.3K shares0.00%2026-03-312026-04-13

CMI CUMMINS INC930 shares0.00%2026-03-312026-04-13

STZ CONSTELLATION BRANDS INC3.3K shares-4.36%2026-03-312026-04-13

NUMG NUSHARES ETF TR11.5K shares0.79%2026-03-312026-04-13

MDY STATE STR SPDR S&P MIDCAP 40700 shares-6.67%2026-03-312026-04-13

IVV ISHARES TR600 shares0.00%2026-03-312026-04-13

IBB ISHARES TR2.2K shares0.00%2026-03-312026-04-13

IWF ISHARES TR872 shares-10.29%2026-03-312026-04-13

Sponsored

V VISA INC1.2K shares0.00%2026-03-312026-04-13

VWO VANGUARD INTL EQUITY INDEX F6.2K shares-1.59%2026-03-312026-04-13

UNP UNION PAC CORP1.3K shares0.00%2026-03-312026-04-13

MS MORGAN STANLEY1.8K shares0.00%2026-03-312026-04-13

NOC NORTHROP GRUMMAN CORP421 shares-16.96%2026-03-312026-04-13

GLW CORNING INC2.0K sharesnew addition2026-03-312026-04-13

XOM EXXON MOBIL CORP1.6K sharesnew addition2026-03-312026-04-13

DIA STATE STR SPDR DOW JONES IND542 shares-15.58%2026-03-312026-04-13

Sponsored

VGT VANGUARD WORLD FD350 shares0.00%2026-03-312026-04-13

EFG ISHARES TR2.1K shares0.00%2026-03-312026-04-13

IWS ISHARES TR1.5K shares0.00%2026-03-312026-04-13

CF CF INDUSTRIES HOLD1.7K sharesnew addition2026-03-312026-04-13

MAR MARRIOTT INTL INC NEW667 shares0.00%2026-03-312026-04-13

IWD ISHARES TR1.0K shares0.00%2026-03-312026-04-13

NVDA

NVIDIA CORPORATION

-5.44%

Shares156.8K

Event2026-03-31

Filed2026-04-13

IEFA

ISHARES TR

2.81%

Shares297.5K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-2.82%

Shares75.6K

Event2026-03-31

Filed2026-04-13

BIV

VANGUARD BD INDEX FDS

17.62%

Shares217.9K

Event2026-03-31

Filed2026-04-13

IEMG

ISHARES INC

1.77%

Shares230.2K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

-8.71%

Shares23.4K

Event2026-03-31

Filed2026-04-13

IJR

ISHARES TR

0.22%

Shares118.0K

Event2026-03-31

Filed2026-04-13

IJH

ISHARES TR

-0.85%

Shares207.8K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-6.52%

Shares40.1K

Event2026-03-31

Filed2026-04-13

ORCL

ORACLE CORP

-0.36%

Shares69.5K

Event2026-03-31

Filed2026-04-13

DGS

WISDOMTREE TR

-0.08%

Shares157.4K

Event2026-03-31

Filed2026-04-13

VNQ

VANGUARD INDEX FDS

-1.85%

Shares62.3K

Event2026-03-31

Filed2026-04-13

DLS

WISDOMTREE TR

-0.97%

Shares66.2K

Event2026-03-31

Filed2026-04-13

GILD

GILEAD SCIENCES INC

-2.23%

Shares36.1K

Event2026-03-31

Filed2026-04-13

BAC

BANK AMERICA CORP

-0.08%

Shares100.1K

Event2026-03-31

Filed2026-04-13

BSV

VANGUARD BD INDEX FDS

7.23%

Shares61.6K

Event2026-03-31

Filed2026-04-13

BNDX

VANGUARD CHARLOTTE FDS

2.31%

Shares97.1K

Event2026-03-31

Filed2026-04-13

IJK

ISHARES TR

-1.04%

Shares43.8K

Event2026-03-31

Filed2026-04-13

IUSG

ISHARES TR

0.22%

Shares27.8K

Event2026-03-31

Filed2026-04-13

DSI

ISHARES TR

-2.13%

Shares35.4K

Event2026-03-31

Filed2026-04-13

IJT

ISHARES TR

-2.30%

Shares29.3K

Event2026-03-31

Filed2026-04-13

SDY

SPDR SERIES TRUST

-12.31%

Shares28.7K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

89.03%

Shares6.7K

Event2026-03-31

Filed2026-04-13

GENERAL MTRS CO

0.00%

Shares50.3K

Event2026-03-31

Filed2026-04-13

VANGUARD INTL EQUITY INDEX F

-5.46%

Shares26.5K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

-1.35%

Shares14.7K

Event2026-03-31

Filed2026-04-13

IJJ

ISHARES TR

-3.53%

Shares26.0K

Event2026-03-31

Filed2026-04-13

IJS

ISHARES TR

-2.59%

Shares27.4K

Event2026-03-31

Filed2026-04-13

EAGG

ISHARES TR

3.67%

Shares66.9K

Event2026-03-31

Filed2026-04-13

CHRW

C H ROBINSON WORLDWIDE IN

-1.32%

Shares18.6K

Event2026-03-31

Filed2026-04-13

EFA

ISHARES TR

-0.85%

Shares30.7K

Event2026-03-31

Filed2026-04-13

ESGD

ISHARES TR

0.92%

Shares30.8K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

-4.95%

Shares9.8K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

0.43%

Shares13.0K

Event2026-03-31

Filed2026-04-13

CVS

CVS HEALTH CORP

1.89%

Shares37.7K

Event2026-03-31

Filed2026-04-13

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares31.6K

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORPORATION

0.60%

Shares11.8K

Event2026-03-31

Filed2026-04-13

EFV

ISHARES TR

0.00%

Shares29.8K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

6.09%

Shares6.0K

Event2026-03-31

Filed2026-04-13

VERIZON COMMUNICATIONS INC

1.24%

Shares41.1K

Event2026-03-31

Filed2026-04-13

ALL

ALLSTATE CORP

1.35%

Shares9.8K

Event2026-03-31

Filed2026-04-13

IVE

ISHARES TR

-2.95%

Shares9.2K

Event2026-03-31

Filed2026-04-13

MCK

MCKESSON CORP

-2.64%

Shares2.2K

Event2026-03-31

Filed2026-04-13

HYG

ISHARES TR

-10.28%

Shares23.1K

Event2026-03-31

Filed2026-04-13

VLO

VALERO ENERGY CORP

-2.75%

Shares7.1K

Event2026-03-31

Filed2026-04-13

USHY

ISHARES TR

32.52%

Shares44.1K

Event2026-03-31

Filed2026-04-13

TGT

TARGET CORP

0.00%

Shares13.3K

Event2026-03-31

Filed2026-04-13

FDL

FIRST TR EXCHANGE-TRADED FD

30.77%

Shares31.4K

Event2026-03-31

Filed2026-04-13

CSCO

CISCO SYS INC

-1.46%

Shares20.3K

Event2026-03-31

Filed2026-04-13

ROP

ROPER TECHNOLOGIES INC

-0.81%

Shares4.4K

Event2026-03-31

Filed2026-04-13

ESGE

ISHARES INC

-2.21%

Shares34.1K

Event2026-03-31

Filed2026-04-13

ACCENTURE PLC IRELAND

1.32%

Shares7.7K

Event2026-03-31

Filed2026-04-13

SCHW

SCHWAB CHARLES CORP

2.75%

Shares15.3K

Event2026-03-31

Filed2026-04-13

IWB

ISHARES TR

1.02%

Shares4.0K

Event2026-03-31

Filed2026-04-13

IWM

ISHARES TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

-30.11%

Shares3.8K

Event2026-03-31

Filed2026-04-13

IMCG

ISHARES TR

0.00%

Shares15.1K

Event2026-03-31

Filed2026-04-13

UNM

UNUM GROUP

-4.00%

Shares16.0K

Event2026-03-31

Filed2026-04-13

BMY

BRISTOL-MYERS SQUIBB CO

2.84%

Shares18.1K

Event2026-03-31

Filed2026-04-13

WFC

WELLS FARGO & CO

0.00%

Shares13.6K

Event2026-03-31

Filed2026-04-13

NUSC

NUSHARES ETF TR

-0.42%

Shares23.5K

Event2026-03-31

Filed2026-04-13

NFLX

NETFLIX INC.

0.28%

Shares10.7K

Event2026-03-31

Filed2026-04-13

IVW

ISHARES TR

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-13

GRNB

VANECK ETF TRUST

13.00%

Shares41.3K

Event2026-03-31

Filed2026-04-13

VCIT

VANGUARD SCOTTSDALE FDS

-0.50%

Shares11.8K

Event2026-03-31

Filed2026-04-13

MMM

3M CO

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-13

MERCK & CO INC

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-13