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| Name: |
Neumann Capital Management LLC |
| City: |
Foster City |
| State: |
CA |
| Zip: |
94404 |
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data |
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| Holdings
Found :
30 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IEFA |
Ishares Core Msci Eafe |
1 |
- |
$0.00 |
$18,127,000 |
257,667 |
7.19% |
1,908,000 |
5,630 |
0.002 |
N/A |
|
|
SPY |
Standard & Poors Depository... |
3 |
- |
$520.84 |
$12,854,000 |
27,043 |
5.1% |
1,300,000 |
15 |
0 |
Closed - End Fund - E... |
|
|
IJR |
iShares Core S&P Small-Cap |
4 |
- |
$108.98 |
$12,564,000 |
116,067 |
4.98% |
1,789,000 |
1,836 |
0.02 |
Closed - End Fund - E... |
|
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IEMG |
Ishares Core Msci Emerging ... |
6 |
- |
$53.31 |
$11,618,000 |
229,693 |
4.61% |
1,022,000 |
7,041 |
0.002 |
N/A |
|
|
VNQ |
Vanguard REIT Index VIPERs |
12 |
- |
$82.89 |
$6,455,000 |
73,051 |
2.56% |
1,075,000 |
1,948 |
0.02 |
Closed - End Fund - E... |
|
|
BSV |
Vanguard Short-Term Bond |
14 |
- |
$76.21 |
$5,170,000 |
67,129 |
2.05% |
2,056,000 |
25,700 |
0.013 |
Closed - End Fund - E... |
|
|
BNDX |
Vanguard Total Internationa... |
15 |
- |
$48.66 |
$3,925,000 |
79,501 |
1.56% |
202,000 |
1,660 |
0.013 |
N/A |
|
|
BAC |
Bank of America Corp |
17 |
- |
$38.45 |
$3,652,000 |
108,453 |
1.45% |
694,000 |
400 |
0.001 |
Domestic Money Center... |
|
|
CVS |
CVS/Caremark Corp |
20 |
- |
$55.82 |
$3,373,000 |
42,716 |
1.34% |
488,000 |
1,400 |
0.003 |
Drug Stores |
|
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DSI |
iShares KLD 400 Social Index |
23 |
- |
$99.16 |
$3,023,000 |
33,203 |
1.2% |
439,000 |
1,460 |
0.019 |
Closed - End Fund - E... |
|
|
IJJ |
iShares S&P MC 400/BARRA VL |
24 |
- |
$116.25 |
$2,946,000 |
25,830 |
1.17% |
359,000 |
200 |
0.041 |
Closed - End Fund - E... |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
26 |
- |
$80.34 |
$2,681,000 |
35,580 |
1.06% |
233,000 |
65 |
0.005 |
Closed - End Fund - E... |
|
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VT |
Vanguard Total World Stock ... |
27 |
- |
$110.58 |
$2,647,000 |
25,728 |
1.05% |
291,000 |
440 |
0.014 |
Closed - End Fund - E... |
|
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VTI |
Vanguard Total Stock Market... |
33 |
- |
$258.05 |
$2,181,000 |
9,193 |
0.87% |
234,000 |
25 |
0.001 |
Closed - End Fund - E... |
|
|
JNJ |
Johnson & Johnson |
35 |
- |
$149.91 |
$2,113,000 |
13,479 |
0.84% |
45,000 |
200 |
0.001 |
Drug Manufacturers - ... |
|
|
ESGD |
Ishares Trust Ishares Msci ... |
37 |
- |
$80.59 |
$1,908,000 |
25,260 |
0.76% |
272,000 |
1,600 |
0.003 |
N/A |
|
|
GM |
General Motors Co |
39 |
- |
$42.66 |
$1,823,000 |
50,750 |
0.72% |
496,000 |
10,500 |
0.004 |
Auto Manufacturers |
|
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TGT |
Target Corp |
40 |
- |
$163.13 |
$1,770,000 |
12,430 |
0.7% |
429,000 |
300 |
0.002 |
Discount, Variety Stores |
|
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CVX |
Chevron Corp |
41 |
- |
$165.82 |
$1,732,000 |
11,615 |
0.69% |
-209,000 |
105 |
0.001 |
Integrated Oil & Gas |
|
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ESGE |
IShares MSCI EM ESG ETF |
47 |
- |
$33.44 |
$1,234,000 |
38,475 |
0.49% |
117,000 |
1,600 |
0.023 |
N/A |
|
|
VCIT |
Vanguard Intermediate-Term |
53 |
- |
$79.12 |
$1,076,000 |
13,237 |
0.43% |
353,000 |
3,726 |
0.003 |
Closed - End Fund - Debt |
|
|
SCHW |
Charles Schwab Corp |
55 |
- |
$76.11 |
$1,022,000 |
14,850 |
0.41% |
208,000 |
15 |
0.001 |
Investment Brokerage ... |
|
|
CMF |
iShares S&P CA AMT-Free Mun... |
58 |
- |
$57.14 |
$882,000 |
15,220 |
0.35% |
354,000 |
5,600 |
0.017 |
N/A |
|
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EAGG |
Ishares Esg Us Aggregate Bo... |
59 |
- |
$46.22 |
$853,000 |
17,875 |
0.34% |
107,000 |
1,400 |
0.008 |
N/A |
|
|
NUSC |
Nushares Esg Small Cap Etf |
60 |
- |
$0.00 |
$813,000 |
20,804 |
0.32% |
120,000 |
900 |
0.091 |
N/A |
|
|
SUSC |
Ishares Esg Usd Corporate Bond |
68 |
- |
$0.00 |
$542,000 |
23,295 |
0.22% |
79,000 |
2,000 |
0.026 |
N/A |
|
|
MRK |
Merck & Co Inc |
69 |
- |
$131.20 |
$533,000 |
4,885 |
0.21% |
42,000 |
120 |
0 |
Drug Manufacturers - ... |
|
|
NUMV |
Nushares Esg Mid Cap Value Etf |
76 |
- |
$0.00 |
$431,000 |
13,660 |
0.17% |
63,000 |
730 |
0.018 |
N/A |
|
|
NUMG |
Nushares Esg Mid Cap Growth... |
78 |
- |
$0.00 |
$421,000 |
9,950 |
0.17% |
85,000 |
790 |
0.021 |
N/A |
|
|
USHY |
Ishares Broad Usd High Yiel... |
82 |
- |
$0.00 |
$358,000 |
9,850 |
0.14% |
138,000 |
3,500 |
0.001 |
N/A |
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