0001172661-21-000247.txt : 20210204
0001172661-21-000247.hdr.sgml : 20210204
20210203180509
ACCESSION NUMBER: 0001172661-21-000247
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210204
DATE AS OF CHANGE: 20210203
EFFECTIVENESS DATE: 20210204
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: 21587712
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
12-31-2020
12-31-2020
false
Neumann Capital Management, LLC
303 Vintage Park Drive
Suite 100
Foster City
CA
94404
13F HOLDINGS REPORT
028-16383
N
Ninette Hereford, CFP
Chief Compliance Officer
650-548-9200
/s/ Ninette Hereford
Foster City
CA
02-03-2021
0
78
198172
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
1117
6391
SH
SOLE
0
0
6391
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
2073
7935
SH
SOLE
0
0
7935
ALLSTATE CORP
COM
020002101
2257
20530
SH
SOLE
0
0
20530
ALPHABET INC
CAP STK CL A
02079K305
5277
3011
SH
SOLE
0
0
3011
AMAZON COM INC
COM
023135106
1589
488
SH
SOLE
0
0
488
APPLE INC
COM
037833100
11302
85177
SH
SOLE
0
0
85177
APTIV PLC
SHS
G6095L109
315
2420
SH
SOLE
0
0
2420
BK OF AMERICA CORP
COM
060505104
3450
113825
SH
SOLE
0
0
113825
BRISTOL-MYERS SQUIBB CO
COM
110122108
1178
18994
SH
SOLE
0
0
18994
C H ROBINSON WORLDWIDE INC
COM NEW
12541W209
1966
20940
SH
SOLE
0
0
20940
CHEVRON CORP NEW
COM
166764100
1217
14413
SH
SOLE
0
0
14413
CISCO SYS INC
COM
17275R102
806
18013
SH
SOLE
0
0
18013
CONOCOPHILLIPS
COM
20825C104
235
5868
SH
SOLE
0
0
5868
CONSTELLATION BRANDS INC
CL A
21036P108
1141
5207
SH
SOLE
0
0
5207
CVS HEALTH CORP
COM
126650100
2942
43073
SH
SOLE
0
0
43073
DISNEY WALT CO
COM
254687106
972
5364
SH
SOLE
0
0
5364
FACEBOOK INC
CL A
30303M102
385
1410
SH
SOLE
0
0
1410
GENERAL MTRS CO
COM
37045V100
1482
35600
SH
SOLE
0
0
35600
GILEAD SCIENCES INC
COM
375558103
2515
43160
SH
SOLE
0
0
43160
ISHARES INC
MSCI EMERG MRKT
464286533
12487
204444
SH
SOLE
0
0
204444
ISHARES TR
SELECT DIVID ETF
464287168
542
5638
SH
SOLE
0
0
5638
ISHARES TR
CORE S&P500 ETF
464287200
300
800
SH
SOLE
0
0
800
ISHARES TR
IBOXX INV CP ETF
464287242
1753
12690
SH
SOLE
0
0
12690
ISHARES TR
S&P 500 GRWT ETF
464287309
781
12240
SH
SOLE
0
0
12240
ISHARES TR
MSCI EAFE ETF
464287465
12736
174560
SH
SOLE
0
0
174560
ISHARES TR
RUS MID CAP ETF
464287499
460
6709
SH
SOLE
0
0
6709
ISHARES TR
CORE S&P MCP ETF
464287507
10626
46235
SH
SOLE
0
0
46235
ISHARES TR
NASDAQ BIOTECH
464287556
554
3658
SH
SOLE
0
0
3658
ISHARES TR
S&P MC 400GR ETF
464287606
3347
46340
SH
SOLE
0
0
46340
ISHARES TR
RUS 1000 ETF
464287622
1085
5123
SH
SOLE
0
0
5123
ISHARES TR
RUSSELL 2000 ETF
464287655
1289
6574
SH
SOLE
0
0
6574
ISHARES TR
CORE S&P US GWT
464287671
2837
31986
SH
SOLE
0
0
31986
ISHARES TR
S&P MC 400VL ETF
464287705
2204
25535
SH
SOLE
0
0
25535
ISHARES TR
CORE S&P SCP ETF
464287804
11662
126897
SH
SOLE
0
0
126897
ISHARES TR
SP SMCP600VL ETF
464287879
1902
23390
SH
SOLE
0
0
23390
ISHARES TR
S&P SML 600 GWT
464287887
3229
28280
SH
SOLE
0
0
28280
ISHARES TR
MRGSTR MD CP GRW
464288307
1528
3994
SH
SOLE
0
0
3994
ISHARES TR
IBOXX HI YD ETF
464288513
5718
65493
SH
SOLE
0
0
65493
ISHARES TR
MSCI KLD400 SOC
464288570
918
12838
SH
SOLE
0
0
12838
ISHARES TR
EAFE VALUE ETF
464288877
1548
32785
SH
SOLE
0
0
32785
ISHARES TR
EAFE GRWTH ETF
464288885
214
2125
SH
SOLE
0
0
2125
ISHARES TR
CORE MSCI EAFE
46432F842
215
3111
SH
SOLE
0
0
3111
ISHARES TR
ESG AW MSCI EAFE
46435G516
333
4555
SH
SOLE
0
0
4555
JOHNSON & JOHNSON
COM
478160104
1901
12078
SH
SOLE
0
0
12078
JONES LANG LASALLE INC
COM
48020Q107
252
1700
SH
SOLE
0
0
1700
JPMORGAN CHASE & CO
COM
46625H100
1993
15685
SH
SOLE
0
0
15685
MCKESSON CORP
COM
58155Q103
844
4850
SH
SOLE
0
0
4850
MERCK & CO. INC
COM
58933Y105
311
3807
SH
SOLE
0
0
3807
MICROSOFT CORP
COM
594918104
2637
11854
SH
SOLE
0
0
11854
NETFLIX INC
COM
64110L106
1352
2500
SH
SOLE
0
0
2500
NVIDIA CORPORATION
COM
67066G104
5316
10180
SH
SOLE
0
0
10180
ORACLE CORP
COM
68389X105
5994
92664
SH
SOLE
0
0
92664
PFIZER INC
COM
717081103
209
5688
SH
SOLE
0
0
5688
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
1857
31845
SH
SOLE
0
0
31845
ROPER TECHNOLOGIES INC
COM
776696106
1804
4185
SH
SOLE
0
0
4185
SCHWAB CHARLES CORP
COM
808513105
931
17543
SH
SOLE
0
0
17543
SEMPRA ENERGY
COM
816851109
341
2674
SH
SOLE
0
0
2674
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
331
1082
SH
SOLE
0
0
1082
SPDR S&P 500 ETF TR
TR UNIT
78462F103
9939
26584
SH
SOLE
0
0
26584
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
735
1750
SH
SOLE
0
0
1750
SPDR SER TR
S&P DIVID ETF
78464A763
6808
64266
SH
SOLE
0
0
64266
STERICYCLE INC
COM
858912108
208
3000
SH
SOLE
0
0
3000
TARGET CORP
COM
87612E106
2376
13460
SH
SOLE
0
0
13460
UNUM GROUP
COM
91529Y106
299
13018
SH
SOLE
0
0
13018
V F CORP
COM
918204108
232
2720
SH
SOLE
0
0
2720
VALERO ENERGY CORP
COM
91913Y100
828
14638
SH
SOLE
0
0
14638
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
289
3116
SH
SOLE
0
0
3116
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
580
9897
SH
SOLE
0
0
9897
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
6861
80781
SH
SOLE
0
0
80781
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2880
14795
SH
SOLE
0
0
14795
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
2344
25322
SH
SOLE
0
0
25322
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
2549
26239
SH
SOLE
0
0
26239
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
301
2130
SH
SOLE
0
0
2130
VERIZON COMMUNICATIONS INC
COM
92343V104
2475
42125
SH
SOLE
0
0
42125
VISA INC
COM CL A
92826C839
263
1200
SH
SOLE
0
0
1200
WELLS FARGO CO NEW
COM
949746101
714
23651
SH
SOLE
0
0
23651
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
7521
157614
SH
SOLE
0
0
157614
WISDOMTREE TR
INTL SMCAP DIV
97717W760
3410
50062
SH
SOLE
0
0
50062