Chief Compliance Officer

0001172661-24-003167.txt : 20240809 0001172661-24-003167.hdr.sgml : 20240809 20240809091344 ACCESSION NUMBER: 0001172661-24-003167 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240809 DATE AS OF CHANGE: 20240809 EFFECTIVENESS DATE: 20240809 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: 241190603 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 06-30-2024 06-30-2024 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 08-09-2024 0 98 291013119 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 BBG001S5T7X2 900396 8811 SH SOLE 0 0 8811 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 2130545 7022 SH SOLE 0 0 7022 ALLSTATE CORP COM 020002101 BBG001S9BM06 1526350 9560 SH SOLE 0 0 9560 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 8690377 47710 SH SOLE 0 0 47710 AMAZON COM INC COM 023135106 BBG001S5PQL7 2056180 10640 SH SOLE 0 0 10640 APPLE INC COM 037833100 BBG001S5N8V8 17282003 82053 SH SOLE 0 0 82053 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 4420555 111153 SH SOLE 0 0 111153 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 846091 20373 SH SOLE 0 0 20373 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 BBG001SB6KF5 1620527 18390 SH SOLE 0 0 18390 CELANESE CORP DEL COM 150870103 BBG001SJDDG5 384437 2850 SH SOLE 0 0 2850 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1832460 11715 SH SOLE 0 0 11715 CISCO SYS INC COM 17275R102 BBG001S6HC62 995525 20954 SH SOLE 0 0 20954 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 467585 4088 SH SOLE 0 0 4088 CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 1172425 4557 SH SOLE 0 0 4557 CUMMINS INC COM 231021106 BBG001S5Q9M3 276930 1000 SH SOLE 0 0 1000 CVS HEALTH CORP COM 126650100 BBG001S5QBD8 2593679 43916 SH SOLE 0 0 43916 DISNEY WALT CO COM 254687106 BBG001S5QHF3 532592 5364 SH SOLE 0 0 5364 FISERV INC COM 337738108 BBG001S5R6Q4 706450 4740 SH SOLE 0 0 4740 GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 2357845 50750 SH SOLE 0 0 50750 GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 2832907 41290 SH SOLE 0 0 41290 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 212590 470 SH SOLE 0 0 470 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 222414 1286 SH SOLE 0 0 1286 ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 1322256 39435 SH SOLE 0 0 39435 ISHARES INC MSCI EMERG MRKT 464286533 BBG0025X3FS0 722906 12636 SH SOLE 0 0 12636 ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 11933603 222933 SH SOLE 0 0 222933 ISHARES TR BROAD USD HIGH 46435U853 BBG00J2DS0J6 703832 19400 SH SOLE 0 0 19400 ISHARES TR CALIF MUN BD ETF 464288356 BBG001T03XM5 955584 16800 SH SOLE 0 0 16800 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 20235311 278570 SH SOLE 0 0 278570 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 12899524 220429 SH SOLE 0 0 220429 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 12853836 120512 SH SOLE 0 0 120512 ISHARES TR CORE S&P US GWT 464287671 BBG001SFQL99 3690598 28950 SH SOLE 0 0 28950 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 374853 685 SH SOLE 0 0 685 ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 217388 2125 SH SOLE 0 0 2125 ISHARES TR EAFE VALUE ETF 464288877 BBG001SNYBH6 1579796 29785 SH SOLE 0 0 29785 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 2111304 26800 SH SOLE 0 0 26800 ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 1129593 24235 SH SOLE 0 0 24235 ISHARES TR ESG AWRE USD ETF 46435G193 BBG00H4BH3F2 599694 26395 SH SOLE 0 0 26395 ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 2292447 29718 SH SOLE 0 0 29718 ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 1218811 11378 SH SOLE 0 0 11378 ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 307194 2238 SH SOLE 0 0 2238 ISHARES TR MRGSTR MD CP GRW 464288307 BBG001SBRK44 1021387 15076 SH SOLE 0 0 15076 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 2793953 35669 SH SOLE 0 0 35669 ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 3686467 35498 SH SOLE 0 0 35498 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 1210690 4069 SH SOLE 0 0 4069 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 372529 1022 SH SOLE 0 0 1022 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 1056651 5208 SH SOLE 0 0 5208 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 740320 8000 SH SOLE 0 0 8000 ISHARES TR S&P MC 400GR ETF 464287606 BBG001SFQL08 3651278 41440 SH SOLE 0 0 41440 ISHARES TR S&P MC 400VL ETF 464287705 BBG001SFQJM9 3038445 26780 SH SOLE 0 0 26780 ISHARES TR S&P SML 600 GWT 464287887 BBG001SFQL44 3456051 26910 SH SOLE 0 0 26910 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 488515 4038 SH SOLE 0 0 4038 ISHARES TR SP SMCP600VL ETF 464287879 BBG001SFQL26 2475522 25450 SH SOLE 0 0 25450 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1926243 13179 SH SOLE 0 0 13179 JPMORGAN CHASE & CO. 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