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