0001172661-16-003154.txt : 20160502
0001172661-16-003154.hdr.sgml : 20160502
20160502113011
ACCESSION NUMBER: 0001172661-16-003154
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160331
FILED AS OF DATE: 20160502
DATE AS OF CHANGE: 20160502
EFFECTIVENESS DATE: 20160502
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Neumann Capital Management, LLC
CENTRAL INDEX KEY: 0001631930
IRS NUMBER: 271639553
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16383
FILM NUMBER: 161610512
BUSINESS ADDRESS:
STREET 1: 303 VINTAGE PARK DRIVE
STREET 2: SUITE 100
CITY: FOSTER CITY
STATE: CA
ZIP: 94404
BUSINESS PHONE: 650-548-9200
MAIL ADDRESS:
STREET 1: 303 VINTAGE PARK DRIVE
STREET 2: SUITE 100
CITY: FOSTER CITY
STATE: CA
ZIP: 94404
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001631930
XXXXXXXX
03-31-2016
03-31-2016
false
Neumann Capital Management, LLC
303 Vintage Park Drive
Suite 100
Foster City
CA
94404
13F HOLDINGS REPORT
028-16383
N
Daniel J. Neumann, CFA
President and Chief Compliance Officer
650-548-9200
/s/ Daniel J. Neumann
Foster City
CA
05-02-2016
0
77
151915
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
2843
17060
SH
SOLE
0
0
17060
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1654
14335
SH
SOLE
0
0
14335
ALLSTATE CORP
COM
020002101
1769
26250
SH
SOLE
0
0
26250
ALPHABET INC
CAP STK CL A
02079K305
2604
3413
SH
SOLE
0
0
3413
ALPS ETF TR
ALERIAN MLP
00162Q866
4974
455448
SH
SOLE
0
0
455448
AMERICAN EXPRESS CO
COM
025816109
233
3800
SH
SOLE
0
0
3800
AMGEN INC
COM
031162100
210
1400
SH
SOLE
0
0
1400
APPLE INC
COM
037833100
872
8000
SH
Put
SOLE
0
0
8000
APPLE INC
COM
037833100
4252
39015
SH
SOLE
0
0
39015
BANK AMER CORP
COM
060505104
1771
130985
SH
SOLE
0
0
130985
BRISTOL MYERS SQUIBB CO
COM
110122108
673
10539
SH
SOLE
0
0
10539
C H ROBINSON WORLDWIDE INC
COM NEW
12541W209
2341
31540
SH
SOLE
0
0
31540
CHEVRON CORP NEW
COM
166764100
2934
30749
SH
SOLE
0
0
30749
CISCO SYS INC
COM
17275R102
653
22925
SH
SOLE
0
0
22925
COCA COLA CO
COM
191216100
281
6050
SH
SOLE
0
0
6050
CONOCOPHILLIPS
COM
20825C104
993
24668
SH
SOLE
0
0
24668
CONSTELLATION BRANDS INC
CL A
21036P108
317
2100
SH
SOLE
0
0
2100
CVS HEALTH CORP
COM
126650100
5632
54291
SH
SOLE
0
0
54291
DEERE & CO
COM
244199105
1312
17035
SH
SOLE
0
0
17035
DISNEY WALT CO
COM DISNEY
254687106
582
5864
SH
SOLE
0
0
5864
E TRADE FINANCIAL CORP
COM NEW
269246401
723
29500
SH
SOLE
0
0
29500
EXPRESS SCRIPTS HLDG CO
COM
30219G108
1440
20960
SH
SOLE
0
0
20960
EXXON MOBIL CORP
COM
30231G102
213
2542
SH
SOLE
0
0
2542
GENERAL ELECTRIC CO
COM
369604103
4362
137200
SH
SOLE
0
0
137200
GENERAL MTRS CO
COM
37045V100
1469
46750
SH
SOLE
0
0
46750
GILEAD SCIENCES INC
COM
375558103
6695
72881
SH
SOLE
0
0
72881
INTERNATIONAL BUSINESS MACHS
COM
459200101
1864
12310
SH
SOLE
0
0
12310
ISHARES
EM MK MINVOL ETF
464286533
6237
121417
SH
SOLE
0
0
121417
ISHARES TR
SELECT DIVID ETF
464287168
506
6200
SH
SOLE
0
0
6200
ISHARES TR
IBOXX INV CP ETF
464287242
255
2142
SH
SOLE
0
0
2142
ISHARES TR
S&P 500 GRWT ETF
464287309
478
4120
SH
SOLE
0
0
4120
ISHARES TR
MSCI EAFE ETF
464287465
1093
19113
SH
SOLE
0
0
19113
ISHARES TR
CORE S&P MCP ETF
464287507
6827
47350
SH
SOLE
0
0
47350
ISHARES TR
NASDQ BIOTEC ETF
464287556
705
2703
SH
SOLE
0
0
2703
ISHARES TR
S&P MC 400GR ETF
464287606
1832
11265
SH
SOLE
0
0
11265
ISHARES TR
RUS 1000 ETF
464287622
476
4175
SH
SOLE
0
0
4175
ISHARES TR
RUSSELL 2000 ETF
464287655
846
7645
SH
SOLE
0
0
7645
ISHARES TR
CORE US GRW ETF
464287671
1683
20750
SH
SOLE
0
0
20750
ISHARES TR
S&P MC 400VL ETF
464287705
1686
13593
SH
SOLE
0
0
13593
ISHARES TR
CORE S&P SCP ETF
464287804
7043
62566
SH
SOLE
0
0
62566
ISHARES TR
SP SMCP600VL ETF
464287879
1319
11640
SH
SOLE
0
0
11640
ISHARES TR
SP SMCP600GR ETF
464287887
1628
13110
SH
SOLE
0
0
13110
ISHARES TR
MRGSTR MD CP GRW
464288307
922
6056
SH
SOLE
0
0
6056
ISHARES TR
IBOXX HI YD ETF
464288513
4019
49193
SH
SOLE
0
0
49193
ISHARES TR
EAFE VALUE ETF
464288877
368
8210
SH
SOLE
0
0
8210
JOHNSON & JOHNSON
COM
478160104
3821
35310
SH
SOLE
0
0
35310
JPMORGAN CHASE & CO
COM
46625H100
1690
28531
SH
SOLE
0
0
28531
KOHLS CORP
COM
500255104
1070
22960
SH
SOLE
0
0
22960
MCKESSON CORP
COM
58155Q103
350
2225
SH
SOLE
0
0
2225
MERCK & CO INC NEW
COM
58933Y105
232
4382
SH
SOLE
0
0
4382
METLIFE INC
COM
59156R108
1995
45395
SH
SOLE
0
0
45395
MICROSOFT CORP
COM
594918104
1042
18865
SH
SOLE
0
0
18865
NETFLIX INC
COM
64110L106
522
5110
SH
SOLE
0
0
5110
NEXTERA ENERGY INC
COM
65339F101
260
2200
SH
SOLE
0
0
2200
NVIDIA CORP
COM
67066G104
974
27335
SH
SOLE
0
0
27335
ORACLE CORP
COM
68389X105
5369
131238
SH
SOLE
0
0
131238
PFIZER INC
COM
717081103
1356
45758
SH
SOLE
0
0
45758
POWERSHARES ETF TR II
INSUR NATL MUN
73936T474
346
13450
SH
SOLE
0
0
13450
PROCTER & GAMBLE CO
COM
742718109
3568
43345
SH
SOLE
0
0
43345
PUBLIC SVC ENTERPRISE GROUP
COM
744573106
1348
28585
SH
SOLE
0
0
28585
ROPER TECHNOLOGIES INC
COM
776696106
609
3330
SH
SOLE
0
0
3330
SCHWAB CHARLES CORP NEW
COM
808513105
695
24809
SH
SOLE
0
0
24809
SCRIPPS NETWORKS INTERACT IN
CL A COM
811065101
2514
38380
SH
SOLE
0
0
38380
SEMPRA ENERGY
COM
816851109
236
2268
SH
SOLE
0
0
2268
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
227
1282
SH
SOLE
0
0
1282
SPDR S&P 500 ETF TR
TR UNIT
78462F103
5708
27775
SH
SOLE
0
0
27775
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
925
3520
SH
SOLE
0
0
3520
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
5428
67910
SH
SOLE
0
0
67910
TARGET CORP
COM
87612E106
2486
30210
SH
SOLE
0
0
30210
UNUM GROUP
COM
91529Y106
402
13000
SH
SOLE
0
0
13000
VALERO ENERGY CORP NEW
COM
91913Y100
663
10343
SH
SOLE
0
0
10343
VANGUARD INDEX FDS
REIT ETF
922908553
6779
80891
SH
SOLE
0
0
80891
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1968
18771
SH
SOLE
0
0
18771
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
1510
26181
SH
SOLE
0
0
26181
VERIZON COMMUNICATIONS INC
COM
92343V104
2347
43390
SH
SOLE
0
0
43390
WELLS FARGO & CO NEW
COM
949746101
1580
32665
SH
SOLE
0
0
32665
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
2306
61036
SH
SOLE
0
0
61036