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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 :
22 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AAPL |
Apple Inc |
2 |
- |
$183.05 |
$16,315,000 |
84,739 |
6.47% |
1,665,000 |
-830 |
0 |
Personal Computers |
|
|
IJH |
iShares S&P MidCap 400 Index |
5 |
- |
$59.81 |
$11,971,000 |
43,192 |
4.75% |
1,071,000 |
-522 |
0.019 |
Closed - End Fund - E... |
|
|
NVDA |
NVIDIA Corporation |
7 |
- |
$898.78 |
$10,405,000 |
21,010 |
4.13% |
1,088,000 |
-410 |
0.001 |
Semiconductor - Speci... |
|
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SDY |
streetTRACKS Series Trust -... |
8 |
- |
$131.39 |
$8,945,000 |
71,579 |
3.55% |
677,000 |
-310 |
0.045 |
Closed - End Fund - E... |
|
|
ORCL |
Oracle Corp |
9 |
- |
$116.67 |
$8,339,000 |
79,099 |
3.31% |
-110,000 |
-670 |
0.003 |
Application Software |
|
|
DGS |
Wisdomtree Emerging Mkts Sm... |
10 |
- |
$51.86 |
$8,316,000 |
166,588 |
3.3% |
567,000 |
-912 |
0.185 |
Closed - End Fund - Debt |
|
|
GOOGL |
Alphabet Inc |
11 |
- |
$168.65 |
$6,596,000 |
47,220 |
2.62% |
366,000 |
-390 |
0.001 |
Search Engines & Info... |
|
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BIV |
Vanguard Intermediate-Term ... |
13 |
- |
$74.04 |
$6,286,000 |
82,297 |
2.49% |
-1,737,000 |
-28,657 |
0.051 |
Closed - End Fund - Debt |
|
|
DLS |
WisdomTree Trust Internatio... |
16 |
- |
$62.48 |
$3,919,000 |
61,380 |
1.55% |
189,000 |
-3,518 |
0.293 |
Closed - End Fund - E... |
|
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HYG |
iShares iBoxx $ High Yield ... |
25 |
- |
$76.90 |
$2,788,000 |
36,020 |
1.11% |
72,000 |
-824 |
0.001 |
Closed - End Fund - E... |
|
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MSFT |
Microsoft Corp |
28 |
- |
$414.74 |
$2,552,000 |
6,785 |
1.01% |
391,000 |
-60 |
0 |
Application Software |
|
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VTEB |
Vanguard Tax Exempt Bond Etf |
30 |
- |
$50.18 |
$2,550,000 |
49,950 |
1.01% |
-218,000 |
-7,600 |
0.003 |
N/A |
|
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ACN |
Accenture Plc |
31 |
- |
$306.33 |
$2,545,000 |
7,252 |
1.01% |
300,000 |
-58 |
0.001 |
Management Services |
|
|
JPM |
JP Morgan Chase & Co |
32 |
- |
$198.77 |
$2,190,000 |
12,872 |
0.87% |
320,000 |
-23 |
0 |
Domestic Money Center... |
|
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ALL |
Allstate Corp |
38 |
- |
$172.71 |
$1,858,000 |
13,270 |
0.74% |
-44,000 |
-3,800 |
0.004 |
Property & Casualty I... |
|
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VZ |
Verizon Communications Inc |
42 |
- |
$40.40 |
$1,629,000 |
43,199 |
0.65% |
96,000 |
-4,100 |
0.001 |
Telecom Services - Do... |
|
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CHRW |
CH Robinson Worldwide Inc |
43 |
- |
$82.72 |
$1,606,000 |
18,590 |
0.64% |
-47,000 |
-600 |
0.014 |
AirDelivery & Freight... |
|
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IWB |
ishares trust Russell 1000 |
48 |
- |
$286.17 |
$1,228,000 |
4,683 |
0.49% |
121,000 |
-29 |
0.004 |
Closed - End Fund - E... |
|
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LQD |
iShares Trust Goldman Sachs |
49 |
- |
$106.31 |
$1,215,000 |
10,980 |
0.48% |
48,000 |
-457 |
0.003 |
Closed - End Fund - E... |
|
|
EEMV |
Ishares Msci Emerging Marke... |
74 |
- |
$0.00 |
$447,000 |
8,036 |
0.18% |
-46,000 |
-1,200 |
0.001 |
N/A |
|
|
DIA |
Diamonds Trust |
88 |
- |
$395.18 |
$253,000 |
672 |
0.1% |
8,000 |
-60 |
0.001 |
Closed - End Fund - E... |
|
|
WBA |
Walgreens Boots Alliance, Inc. |
90 |
- |
$17.19 |
$243,000 |
9,304 |
0.1% |
3,000 |
-1,500 |
0.001 |
N/A |
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