Neumann Capital Management, LLC
CIK 1631930 · Holdings on Jun 30, 2026 · First reported Jul 13, 2026
Top ten holdings
Q2 2026- IJR11.63%
- BIV11.07%
- IJH10.65%
- VNQ3.94%
- IUSG3.47%
- IJT3.45%
- IJK3.39%
- VOO3.38%
- DSI3.32%
- BSV3.13%
Share classes counted separately57.43%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IJRWeight increased · +7.31 pp4.32% → 11.63%Shares +509 (+0.43%)
- IJHWeight increased · +6.52 pp4.13% → 10.65%Shares +866 (+0.42%)
- BIVWeight increased · +6.12 pp4.95% → 11.07%Shares +401 (+0.18%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $17.58M | 11.63% | 118.53K shares | 4.32% → 11.63%+7.31 pp +509 (+0.43%) | Added | ↗▾ |
| 02 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $16.74M | 11.07% | 218.28K shares | 4.95% → 11.07%+6.12 pp +401 (+0.18%) | Added | ↗▾ |
| 03 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $16.09M | 10.65% | 208.70K shares | 4.13% → 10.65%+6.52 pp +866 (+0.42%) | Added | ↗▾ |
| 04 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $5.96M | 3.94% | 61.79K shares | 1.63% → 3.94%+2.31 pp -465 (-0.75%) | Reduced | ↗▾ |
| 05 | IUSGISHARES CORE S&P U.S. GROWTHCORE S&P US GWT View history and evidence | $5.24M | 3.47% | 27.87K shares | 1.27% → 3.47%+2.20 pp +50 (+0.18%) | Added | ↗▾ |
| 06 | IJTISHARES S&P SMALL-CAP 600 GRS&P SML 600 GWT View history and evidence | $5.22M | 3.45% | 29.24K shares | 1.25% → 3.45%+2.20 pp -30 (-0.10%) | Reduced | ↗▾ |
| 07 | IJKISHARES S&P MID-CAP 400 GROWS&P MC 400GR ETF View history and evidence | $5.13M | 3.39% | 43.67K shares | 1.30% → 3.39%+2.09 pp -115 (-0.26%) | Reduced | ↗▾ |
| 08 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $5.11M | 3.38% | 7.44K shares | 1.17% → 3.38%+2.21 pp +792 (+11.91%) | Added | ↗▾ |
| 09 | DSIISHARES ESG MSCI KLD 400 ETFESG MSCI KLD ETF View history and evidence | $5.01M | 3.32% | 35.20K shares | 1.26% → 3.32%+2.06 pp -227 (-0.64%) | Reduced | ↗▾ |
| 10 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $4.73M | 3.13% | 60.70K shares | 1.42% → 3.13%+1.71 pp -919 (-1.49%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 48
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Non-derivative | -156,781 | -$27.34M | SEC filing ↗ | SEC filing ↗ |
| IEFA ISHARES CORE MSCI EAFE ETF | Non-derivative | -297,483 | -$26.93M | SEC filing ↗ | SEC filing ↗ |
| AAPL APPLE INC | Non-derivative | -75,624 | -$19.19M | SEC filing ↗ | SEC filing ↗ |
3 / 48 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1631930 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 151176435
}Research all 58 reported holdings.
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