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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
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21 |
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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 |
|
IJJ |
iShares S&P MC 400/BARRA VL |
24 |
- |
$116.25 |
$3,055,000 |
25,830 |
1.09% |
109,000 |
0 |
0.041 |
Closed - End Fund - E... |
|
|
IJS |
iShares S&P SmCp 600/BRR Vl |
32 |
- |
$100.52 |
$2,543,000 |
24,750 |
0.91% |
-8,000 |
0 |
0.032 |
Closed - End Fund - E... |
|
|
GM |
General Motors Co |
34 |
- |
$42.66 |
$2,302,000 |
50,750 |
0.82% |
479,000 |
0 |
0.004 |
Auto Manufacturers |
|
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CVX |
Chevron Corp |
42 |
- |
$165.82 |
$1,832,000 |
11,615 |
0.65% |
100,000 |
0 |
0.001 |
Integrated Oil & Gas |
|
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EFV |
iShares MSCI EAFE Value Ind... |
44 |
- |
$0.00 |
$1,620,000 |
29,785 |
0.58% |
68,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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CHRW |
CH Robinson Worldwide Inc |
45 |
- |
$82.72 |
$1,415,000 |
18,590 |
0.5% |
-191,000 |
0 |
0.014 |
AirDelivery & Freight... |
|
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IWM |
iShares Tr Russell 2000 Indx |
55 |
- |
$204.31 |
$1,095,000 |
5,208 |
0.39% |
50,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
WFC |
Wells Fargo & Co |
65 |
- |
$61.89 |
$790,000 |
13,622 |
0.28% |
120,000 |
0 |
0 |
Domestic Money Center... |
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FB |
Meta Platforms Inc |
68 |
- |
$476.20 |
$687,000 |
1,415 |
0.24% |
186,000 |
0 |
0 |
Internet Service Prov... |
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NFLX |
Netflix Inc |
69 |
- |
$610.87 |
$676,000 |
1,113 |
0.24% |
134,000 |
0 |
0.002 |
Music & Video Stores |
|
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DIS |
Walt Disney Co |
71 |
- |
$105.79 |
$656,000 |
5,364 |
0.23% |
172,000 |
0 |
0 |
Entertainment - Diver... |
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COP |
ConocoPhillips |
75 |
- |
$121.91 |
$520,000 |
4,088 |
0.19% |
46,000 |
0 |
0 |
Integrated Oil & Gas |
|
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DVY |
iShares Dow Select Div |
76 |
- |
$124.24 |
$497,000 |
4,038 |
0.18% |
24,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
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CE |
Celanese Corp |
78 |
- |
$156.69 |
$490,000 |
2,850 |
0.17% |
47,000 |
0 |
0.002 |
Synthetics |
|
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SRE |
Sempra Energy |
81 |
- |
$71.98 |
$384,000 |
5,347 |
0.14% |
-16,000 |
0 |
0.001 |
Electric Utilities |
|
|
IWF |
iShares Russell 1000 Growth |
84 |
- |
$336.67 |
$344,000 |
1,022 |
0.12% |
34,000 |
0 |
0 |
Closed - End Fund - E... |
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IBB |
iShares Tr Nasdaq Biotech |
85 |
- |
$133.40 |
$307,000 |
2,238 |
0.11% |
3,000 |
0 |
0.003 |
Closed - End Fund - E... |
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V |
Visa Inc |
86 |
- |
$280.74 |
$299,000 |
1,070 |
0.11% |
20,000 |
0 |
0 |
Business Services |
|
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BLV |
Vanguard Long-Term Bond ETF |
88 |
- |
$69.47 |
$297,000 |
4,100 |
0.11% |
-9,000 |
0 |
0 |
Closed - End Fund - Debt |
|
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DIA |
Diamonds Trust |
90 |
- |
$395.18 |
$267,000 |
672 |
0.1% |
14,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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UNP |
Union Pacific Corp |
91 |
- |
$247.40 |
$251,000 |
1,021 |
0.09% |
0 |
0 |
0 |
Railroads |
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