0001172661-24-002076.txt : 20240508
0001172661-24-002076.hdr.sgml : 20240508
20240508135910
ACCESSION NUMBER: 0001172661-24-002076
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240508
DATE AS OF CHANGE: 20240508
EFFECTIVENESS DATE: 20240508
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Neumann Capital Management, LLC
CENTRAL INDEX KEY: 0001631930
ORGANIZATION NAME:
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: 24925247
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
X0202
13F-HR
LIVE
false
true
false
0001631930
XXXXXXXX
03-31-2024
03-31-2024
false
Neumann Capital Management, LLC
303 Vintage Park Drive
Suite 100
Foster City
CA
94404
13F HOLDINGS REPORT
028-16383
000112182
801-41001
N
Caroline Gorham
Chief Compliance Officer
650-548-9200
/s/ Caroline Gorham
Foster City
CA
05-08-2024
0
98
280501499
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
BBG001S5T7X2
948372
8941
SH
SOLE
0
0
8941
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
BBG001SCXK90
2433895
7022
SH
SOLE
0
0
7022
ALLSTATE CORP
COM
020002101
BBG001S9BM06
1690308
9770
SH
SOLE
0
0
9770
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
7308031
48420
SH
SOLE
0
0
48420
AMAZON COM INC
COM
023135106
BBG001S5PQL7
1919243
10640
SH
SOLE
0
0
10640
APPLE INC
COM
037833100
BBG001S5N8V8
14126179
82378
SH
SOLE
0
0
82378
BANK AMERICA CORP
COM
060505104
BBG001S5P0Y0
4245258
111953
SH
SOLE
0
0
111953
BRISTOL-MYERS SQUIBB CO
COM
110122108
BBG001S8N8J6
1119470
20643
SH
SOLE
0
0
20643
C H ROBINSON WORLDWIDE INC
COM NEW
12541W209
BBG001SB6KF5
1415443
18590
SH
SOLE
0
0
18590
CELANESE CORP DEL
COM
150870103
BBG001SJDDG5
489801
2850
SH
SOLE
0
0
2850
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
1832150
11615
SH
SOLE
0
0
11615
CISCO SYS INC
COM
17275R102
BBG001S6HC62
1045814
20954
SH
SOLE
0
0
20954
CONOCOPHILLIPS
COM
20825C104
BBG001S5TZM2
520321
4088
SH
SOLE
0
0
4088
CONSTELLATION BRANDS INC
CL A
21036P108
BBG001SD31G5
1238410
4557
SH
SOLE
0
0
4557
CUMMINS INC
COM
231021106
BBG001S5Q9M3
250453
850
SH
SOLE
0
0
850
CVS HEALTH CORP
COM
126650100
BBG001S5QBD8
3558572
44616
SH
SOLE
0
0
44616
DISNEY WALT CO
COM
254687106
BBG001S5QHF3
656339
5364
SH
SOLE
0
0
5364
FISERV INC
COM
337738108
BBG001S5R6Q4
725583
4540
SH
SOLE
0
0
4540
GENERAL MTRS CO
COM
37045V100
BBG001SM1DK6
2301513
50750
SH
SOLE
0
0
50750
GILEAD SCIENCES INC
COM
375558103
BBG001S6Y1X7
3002518
40990
SH
SOLE
0
0
40990
HOME DEPOT INC
COM
437076102
BBG001S5RTW7
204842
534
SH
SOLE
0
0
534
INTEL CORP
COM
458140100
BBG001S5SF65
240771
5451
SH
SOLE
0
0
5451
INTERNATIONAL BUSINESS MACHS
COM
459200101
BBG001S5S399
245575
1286
SH
SOLE
0
0
1286
ISHARES INC
CORE MSCI EMKT
46434G103
BBG003HC3DG9
11565314
224134
SH
SOLE
0
0
224134
ISHARES INC
MSCI EMERG MRKT
464286533
BBG0025X3FS0
743366
13136
SH
SOLE
0
0
13136
ISHARES INC
ESG AWR MSCI EM
46434G863
BBG00D7BDH70
1287105
39935
SH
SOLE
0
0
39935
ISHARES TR
BROAD USD HIGH
46435U853
BBG00J2DS0J6
386025
10550
SH
SOLE
0
0
10550
ISHARES TR
CALIF MUN BD ETF
464288356
BBG001T03XM5
1382111
24020
SH
SOLE
0
0
24020
ISHARES TR
CORE MSCI EAFE
46432F842
BBG003H6TRS0
20064783
270342
SH
SOLE
0
0
270342
ISHARES TR
CORE S&P MCP ETF
464287507
BBG001SFC7V0
13325742
219390
SH
SOLE
0
0
219390
ISHARES TR
CORE S&P SCP ETF
464287804
BBG001SFC7W9
13218868
119606
SH
SOLE
0
0
119606
ISHARES TR
CORE S&P US GWT
464287671
BBG001SFQL99
3481185
29700
SH
SOLE
0
0
29700
ISHARES TR
CORE S&P500 ETF
464287200
BBG001SFB7R6
360125
685
SH
SOLE
0
0
685
ISHARES TR
EAFE GRWTH ETF
464288885
BBG001SP62C7
231140
2227
SH
SOLE
0
0
2227
ISHARES TR
EAFE VALUE ETF
464288877
BBG001SNYBH6
1620304
29785
SH
SOLE
0
0
29785
ISHARES TR
ESG AW MSCI EAFE
46435G516
BBG00D7BBRS7
2117615
26500
SH
SOLE
0
0
26500
ISHARES TR
ESG AWR US AGRGT
46435U549
BBG00MC0P0K7
1034614
21985
SH
SOLE
0
0
21985
ISHARES TR
ESG AWRE USD ETF
46435G193
BBG00H4BH3F2
551645
23995
SH
SOLE
0
0
23995
ISHARES TR
IBOXX HI YD ETF
464288513
BBG001ST0ZQ7
2662330
34251
SH
SOLE
0
0
34251
ISHARES TR
IBOXX INV CP ETF
464287242
BBG001S60QR6
1202259
11038
SH
SOLE
0
0
11038
ISHARES TR
ISHARES BIOTECH
464287556
BBG001SGYSW7
307105
2238
SH
SOLE
0
0
2238
ISHARES TR
MRGSTR MD CP GRW
464288307
BBG001SBRK44
1093832
15476
SH
SOLE
0
0
15476
ISHARES TR
MSCI EAFE ETF
464287465
BBG001SG09V7
3125321
39135
SH
SOLE
0
0
39135
ISHARES TR
MSCI KLD400 SOC
464288570
BBG001SRYH02
3525124
34968
SH
SOLE
0
0
34968
ISHARES TR
RUS 1000 ETF
464287622
BBG001S562W9
1190428
4133
SH
SOLE
0
0
4133
ISHARES TR
RUS 1000 GRW ETF
464287614
BBG001S56320
344465
1022
SH
SOLE
0
0
1022
ISHARES TR
RUSSELL 2000 ETF
464287655
BBG001SFC7Y7
1095242
5208
SH
SOLE
0
0
5208
ISHARES TR
S&P 500 GRWT ETF
464287309
BBG001S561Q8
675520
8000
SH
SOLE
0
0
8000
ISHARES TR
S&P MC 400GR ETF
464287606
BBG001SFQL08
3863525
42340
SH
SOLE
0
0
42340
ISHARES TR
S&P MC 400VL ETF
464287705
BBG001SFQJM9
3055416
25830
SH
SOLE
0
0
25830
ISHARES TR
S&P SML 600 GWT
464287887
BBG001SFQL44
3511408
26860
SH
SOLE
0
0
26860
ISHARES TR
SELECT DIVID ETF
464287168
BBG001SDJVG2
497399
4038
SH
SOLE
0
0
4038
ISHARES TR
SP SMCP600VL ETF
464287879
BBG001SFQL26
2543310
24750
SH
SOLE
0
0
24750
JOHNSON & JOHNSON
COM
478160104
BBG001S5SHQ9
2179700
13779
SH
SOLE
0
0
13779
JPMORGAN CHASE & CO
COM
46625H100
BBG001S8CRC3
2738502
13672
SH
SOLE
0
0
13672
LOWES COS INC
COM
548661107
BBG001S5SVL3
280203
1100
SH
SOLE
0
0
1100
MCKESSON CORP
COM
58155Q103
BBG001S8F8P8
1350178
2515
SH
SOLE
0
0
2515
MERCK & CO INC
COM
58933Y105
BBG001S5TC52
882086
6685
SH
SOLE
0
0
6685
META PLATFORMS INC
CL A
30303M102
BBG001SQCQC5
687096
1415
SH
SOLE
0
0
1415
MICROSOFT CORP
COM
594918104
BBG001S5TD05
2746149
6527
SH
SOLE
0
0
6527
NETFLIX INC
COM
64110L106
BBG001SF6L46
675958
1113
SH
SOLE
0
0
1113
NEXTERA ENERGY INC
COM
65339F101
BBG001S5RB29
200294
3134
SH
SOLE
0
0
3134
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
BBG00FJ5HWZ7
901006
21664
SH
SOLE
0
0
21664
NUSHARES ETF TR
NUVEEN ESG MIDCP
67092P409
BBG00FJ5HKX5
466150
10480
SH
SOLE
0
0
10480
NUSHARES ETF TR
NUVEEN ESG MIDVL
67092P508
BBG00FJ5HT75
491112
14360
SH
SOLE
0
0
14360
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
19534967
21620
SH
SOLE
0
0
21620
ORACLE CORP
COM
68389X105
BBG001S5SJG6
9923064
78999
SH
SOLE
0
0
78999
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
BBG001S5V3C1
2293158
34339
SH
SOLE
0
0
34339
ROPER TECHNOLOGIES INC
COM
776696106
BBG001S9B362
2271402
4050
SH
SOLE
0
0
4050
SCHWAB CHARLES CORP
COM
808513105
BBG001S5VXD4
1080977
14943
SH
SOLE
0
0
14943
SEMPRA
COM
816851109
BBG001SBVZ73
384064
5347
SH
SOLE
0
0
5347
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
BBG001S8LH99
267295
672
SH
SOLE
0
0
672
SPDR S&P 500 ETF TR
TR UNIT
78462F103
BBG001S72SM3
14126551
27007
SH
SOLE
0
0
27007
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
BBG001S63NQ1
634296
1140
SH
SOLE
0
0
1140
SPDR SER TR
S&P DIVID ETF
78464A763
BBG001SPTBP8
9515687
72506
SH
SOLE
0
0
72506
TARGET CORP
COM
87612E106
BBG001SC0K41
2663466
15030
SH
SOLE
0
0
15030
TESLA INC
COM
88160R101
BBG001SQKGD7
878950
5000
SH
SOLE
0
0
5000
TRACTOR SUPPLY CO
COM
892356106
BBG001S7K017
209376
800
SH
SOLE
0
0
800
UNION PAC CORP
COM
907818108
BBG001S5X2M0
251095
1021
SH
SOLE
0
0
1021
UNUM GROUP
COM
91529Y106
BBG001S5X2J4
1018628
18983
SH
SOLE
0
0
18983
VALERO ENERGY CORP
COM
91913Y100
BBG001S5X8K9
1367655
8013
SH
SOLE
0
0
8013
VANECK ETF TRUST
GREEN BOND ETF
92189F171
BBG00G4XX4B0
654948
27600
SH
SOLE
0
0
27600
VANGUARD BD INDEX FDS
LONG TERM BOND
921937793
BBG001ST39S0
296553
4100
SH
SOLE
0
0
4100
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
BBG001ST39Q2
5016449
65429
SH
SOLE
0
0
65429
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
BBG001ST39R1
6809111
90307
SH
SOLE
0
0
90307
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
BBG004N1LGK2
3871942
78714
SH
SOLE
0
0
78714
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
BBG001TC6MC1
296592
617
SH
SOLE
0
0
617
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
BBG001SHTB03
2302194
8858
SH
SOLE
0
0
8858
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
BBG001SMD2X3
6494734
75101
SH
SOLE
0
0
75101
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
BBG001SHTTZ6
350868
8400
SH
SOLE
0
0
8400
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
BBG001T2YZG9
2831440
25624
SH
SOLE
0
0
25624
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
BBG009THVRX1
2557830
50550
SH
SOLE
0
0
50550
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
BBG001T62M38
1146221
14237
SH
SOLE
0
0
14237
VERIZON COMMUNICATIONS INC
COM
92343V104
BBG001S67QY1
1886060
44949
SH
SOLE
0
0
44949
VISA INC
COM CL A
92826C839
BBG001SRCFY3
298616
1070
SH
SOLE
0
0
1070
WELLS FARGO CO NEW
COM
949746101
BBG001S5XF23
789531
13622
SH
SOLE
0
0
13622
WISDOMTREE TR
INTL SMCAP DIV
97717W760
BBG001SHLB38
4590067
70389
SH
SOLE
0
0
70389
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
BBG001SRPT24
8707791
171211
SH
SOLE
0
0
171211