0001172661-19-000262.txt : 20190130 0001172661-19-000262.hdr.sgml : 20190130 20190129173338 ACCESSION NUMBER: 0001172661-19-000262 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190130 DATE AS OF CHANGE: 20190129 EFFECTIVENESS DATE: 20190130 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: 19549664 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 12-31-2018 12-31-2018 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 01-29-2019 0 70 132842
INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 1218 6392 SH SOLE 0 0 6392 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1211 8585 SH SOLE 0 0 8585 ALLSTATE CORP COM 020002101 1998 24180 SH SOLE 0 0 24180 ALPHABET INC CAP STK CL A 02079K305 3491 3341 SH SOLE 0 0 3341 AMAZON COM INC COM 023135106 427 284 SH SOLE 0 0 284 APPLE INC COM 037833100 4106 26029 SH SOLE 0 0 26029 BANK AMER CORP COM 060505104 2802 113725 SH SOLE 0 0 113725 BOEING CO COM 097023105 235 730 SH SOLE 0 0 730 BRISTOL MYERS SQUIBB CO COM 110122108 566 10889 SH SOLE 0 0 10889 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 2043 24290 SH SOLE 0 0 24290 CELGENE CORP COM 151020104 421 6575 SH SOLE 0 0 6575 CHEVRON CORP NEW COM 166764100 2193 20161 SH SOLE 0 0 20161 CISCO SYS INC COM 17275R102 801 18487 SH SOLE 0 0 18487 CONOCOPHILLIPS COM 20825C104 827 13268 SH SOLE 0 0 13268 CONSTELLATION BRANDS INC CL A 21036P108 615 3822 SH SOLE 0 0 3822 CVS HEALTH CORP COM 126650100 3001 45803 SH SOLE 0 0 45803 DISNEY WALT CO COM DISNEY 254687106 583 5314 SH SOLE 0 0 5314 FIRST TR EXCHANGE TRADED FD SENIOR LN FD 33738D309 504 11070 SH SOLE 0 0 11070 GENERAL MTRS CO COM 37045V100 1460 43650 SH SOLE 0 0 43650 GILEAD SCIENCES INC COM 375558103 2970 47478 SH SOLE 0 0 47478 INTERNATIONAL BUSINESS MACHS COM 459200101 279 2450 SH SOLE 0 0 2450 ISHARES INC MIN VOL EMRG MKT 464286533 7443 133222 SH SOLE 0 0 133222 ISHARES TR CORE S&P MCP ETF 464287507 6789 40881 SH SOLE 0 0 40881 ISHARES TR CORE S&P SCP ETF 464287804 7872 113555 SH SOLE 0 0 113555 ISHARES TR CORE S&P US GWT 464287671 1712 32486 SH SOLE 0 0 32486 ISHARES TR CORE S&P500 ETF 464287200 201 800 SH SOLE 0 0 800 ISHARES TR EAFE VALUE ETF 464288877 1297 28670 SH SOLE 0 0 28670 ISHARES TR IBOXX HI YD ETF 464288513 5055 62324 SH SOLE 0 0 62324 ISHARES TR IBOXX INV CP ETF 464287242 575 5092 SH SOLE 0 0 5092 ISHARES TR MRGSTR MD CP GRW 464288307 842 4331 SH SOLE 0 0 4331 ISHARES TR MSCI EAFE ETF 464287465 4692 79818 SH SOLE 0 0 79818 ISHARES TR NASDAQ BIOTECH 464287556 362 3758 SH SOLE 0 0 3758 ISHARES TR RUS 1000 ETF 464287622 761 5490 SH SOLE 0 0 5490 ISHARES TR RUS MID CAP ETF 464287499 287 6172 SH SOLE 0 0 6172 ISHARES TR RUSSELL 2000 ETF 464287655 934 6974 SH SOLE 0 0 6974 ISHARES TR S&P 500 GRWT ETF 464287309 603 4000 SH SOLE 0 0 4000 ISHARES TR S&P MC 400GR ETF 464287606 2327 12170 SH SOLE 0 0 12170 ISHARES TR S&P MC 400VL ETF 464287705 1835 13263 SH SOLE 0 0 13263 ISHARES TR S&P SML 600 GWT 464287887 2169 13444 SH SOLE 0 0 13444 ISHARES TR SELECT DIVID ETF 464287168 557 6238 SH SOLE 0 0 6238 ISHARES TR SP SMCP600VL ETF 464287879 1176 8920 SH SOLE 0 0 8920 JOHNSON & JOHNSON COM 478160104 1488 11528 SH SOLE 0 0 11528 JPMORGAN CHASE & CO COM 46625H100 1668 17089 SH SOLE 0 0 17089 MCKESSON CORP COM 58155Q103 563 5095 SH SOLE 0 0 5095 MERCK & CO INC COM 58933Y105 403 5267 SH SOLE 0 0 5267 MICROSOFT CORP COM 594918104 1513 14896 SH SOLE 0 0 14896 NETFLIX INC COM 64110L106 941 3517 SH SOLE 0 0 3517 NVIDIA CORP COM 67066G104 2032 15220 SH SOLE 0 0 15220 ORACLE CORP COM 68389X105 4294 95114 SH SOLE 0 0 95114 PFIZER INC COM 717081103 237 5438 SH SOLE 0 0 5438 PUBLIC SVC ENTERPRISE GROUP COM 744573106 1523 29260 SH SOLE 0 0 29260 ROPER TECHNOLOGIES INC COM 776696106 1313 4925 SH SOLE 0 0 4925 SCHWAB CHARLES CORP NEW COM 808513105 720 17341 SH SOLE 0 0 17341 SEMPRA ENERGY COM 816851109 247 2284 SH SOLE 0 0 2284 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 252 1082 SH SOLE 0 0 1082 SPDR S&P 500 ETF TR TR UNIT 78462F103 6105 24428 SH SOLE 0 0 24428 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 619 2045 SH SOLE 0 0 2045 SPDR SERIES TRUST S&P DIVID ETF 78464A763 5206 58153 SH SOLE 0 0 58153 TARGET CORP COM 87612E106 982 14860 SH SOLE 0 0 14860 UNUM GROUP COM 91529Y106 446 15190 SH SOLE 0 0 15190 VALERO ENERGY CORP NEW COM 91913Y100 795 10598 SH SOLE 0 0 10598 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5959 79906 SH SOLE 0 0 79906 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2126 16658 SH SOLE 0 0 16658 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1373 20974 SH SOLE 0 0 20974 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1183 14273 SH SOLE 0 0 14273 VERIZON COMMUNICATIONS INC COM 92343V104 2222 39525 SH SOLE 0 0 39525 WALGREENS BOOTS ALLIANCE INC COM 931427108 260 3803 SH SOLE 0 0 3803 WELLS FARGO CO NEW COM 949746101 1845 40037 SH SOLE 0 0 40037 WISDOMTREE TR EMG MKTS SMCAP 97717W281 5043 120396 SH SOLE 0 0 120396 WISDOMTREE TR INTL SMCAP DIV 97717W760 2244 37194 SH SOLE 0 0 37194