NEUMANN CAPITAL MANAGEMENT, LLC

Filed: 4/16/2025ACC: 0001754960-25-000201

📋 What this filing means

NEUMANN CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 99 equity positions with a total reported market value of $289.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$289.25M

Total AUM (reported)

3.21M

Total Shares

Allocation by class

COM$99.36M34.4%

CORE MSCI EAFE$22.37M7.7%

TR UNIT$15.31M5.3%

CORE MSCI EMKT$12.93M4.5%

CORE S&P SCP ETF$12.38M4.3%

CORE S&P MCP ETF$12.29M4.2%

INTERMED TERM$10.87M3.8%

Portfolio Concentration

Top 3$58.80M20.3%

4–10$82.38M28.5%

11–25$63.77M22.0%

Rest$84.30M29.1%

Top 3 weight

20.3%

Top 10 weight

48.8%

Voting Authority Distribution

Total shares with voting rights: 3.21M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.21M

% of voting shares100.0%

Investment Discretion (by position count)

Sole99

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings99

Rows:

ISHARES TR

SOLE

CORE MSCI EAFE

Shares295.74K

TypeSH

Market value$22.37M

7.73%

Sole

0.00

Shared

0.00

None

295.74K

NVIDIA CORPORATION

SOLE

COM

Shares175.66K

TypeSH

Market value$19.04M

6.58%

Sole

0.00

Shared

0.00

None

175.66K

APPLE INC

SOLE

COM

Shares78.27K

TypeSH

Market value$17.39M

6.01%

Sole

0.00

Shared

0.00

None

78.27K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares27.37K

TypeSH

Market value$15.31M

5.29%

Sole

0.00

Shared

0.00

None

27.37K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares239.62K

TypeSH

Market value$12.93M

4.47%

Sole

0.00

Shared

0.00

None

239.62K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares118.38K

TypeSH

Market value$12.38M

4.28%

Sole

0.00

Shared

0.00

None

118.38K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares210.66K

TypeSH

Market value$12.29M

4.25%

Sole

0.00

Shared

0.00

None

210.66K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares141.95K

TypeSH

Market value$10.87M

3.76%

Sole

0.00

Shared

0.00

None

141.95K

ORACLE CORP

SOLE

COM

Shares75.62K

TypeSH

Market value$10.57M

3.66%

Sole

0.00

Shared

0.00

None

75.62K

WISDOMTREE TR

SOLE

EMG MKTS SMCAP

Shares166.09K

TypeSH

Market value$8.02M

2.77%

Sole

0.00

Shared

0.00

None

166.09K

ALPHABET INC

SOLE

CAP STK CL A

Shares46.67K

TypeSH

Market value$7.22M

2.50%

Sole

0.00

Shared

0.00

None

46.67K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares64.17K

TypeSH

Market value$5.81M

2.01%

Sole

0.00

Shared

0.00

None

64.17K

SPDR SER TR

SOLE

S&P DIVID ETF

Shares34.74K

TypeSH

Market value$4.71M

1.63%

Sole

0.00

Shared

0.00

None

34.74K

WISDOMTREE TR

SOLE

INTL SMCAP DIV

Shares70.46K

TypeSH

Market value$4.65M

1.61%

Sole

0.00

Shared

0.00

None

70.46K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares92.40K

TypeSH

Market value$4.51M

1.56%

Sole

0.00

Shared

0.00

None

92.40K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares56.75K

TypeSH

Market value$4.44M

1.54%

Sole

0.00

Shared

0.00

None

56.75K

GILEAD SCIENCES INC

SOLE

COM

Shares39.49K

TypeSH

Market value$4.42M

1.53%

Sole

0.00

Shared

0.00

None

39.49K

BANK AMERICA CORP

SOLE

COM

Shares105.65K

TypeSH

Market value$4.41M

1.52%

Sole

0.00

Shared

0.00

None

105.65K

ISHARES TR

SOLE

ESG MSCI KLD 400

Shares36.10K

TypeSH

Market value$3.70M

1.28%

Sole

0.00

Shared

0.00

None

36.10K

ISHARES TR

SOLE

CORE S&P US GWT

Shares28.41K

TypeSH

Market value$3.61M

1.25%

Sole

0.00

Shared

0.00

None

28.41K

ISHARES TR

SOLE

S&P MC 400GR ETF

Shares42.17K

TypeSH

Market value$3.51M

1.21%

Sole

0.00

Shared

0.00

None

42.17K

ISHARES TR

SOLE

S&P SML 600 GWT

Shares27.70K

TypeSH

Market value$3.45M

1.19%

Sole

0.00

Shared

0.00

None

27.70K

ISHARES TR

SOLE

S&P MC 400VL ETF

Shares26.73K

TypeSH

Market value$3.20M

1.11%

Sole

0.00

Shared

0.00

None

26.73K

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares27.09K

TypeSH

Market value$3.14M

1.09%

Sole

0.00

Shared

0.00

None

27.09K

JPMORGAN CHASE & CO.

SOLE

COM

Shares12.18K

TypeSH

Market value$2.99M

1.03%

Sole

0.00

Shared

0.00

None

12.18K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE MSCI EAFE	295.74K	SH	$22.37M 7.73%	295.74K
NVIDIA CORPORATIONSOLE	COM	175.66K	SH	$19.04M 6.58%	175.66K
APPLE INCSOLE	COM	78.27K	SH	$17.39M 6.01%	78.27K
SPDR S&P 500 ETF TRSOLE	TR UNIT	27.37K	SH	$15.31M 5.29%	27.37K
ISHARES INCSOLE	CORE MSCI EMKT	239.62K	SH	$12.93M 4.47%	239.62K
ISHARES TRSOLE	CORE S&P SCP ETF	118.38K	SH	$12.38M 4.28%	118.38K
ISHARES TRSOLE	CORE S&P MCP ETF	210.66K	SH	$12.29M 4.25%	210.66K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	141.95K	SH	$10.87M 3.76%	141.95K
ORACLE CORPSOLE	COM	75.62K	SH	$10.57M 3.66%	75.62K
WISDOMTREE TRSOLE	EMG MKTS SMCAP	166.09K	SH	$8.02M 2.77%	166.09K
ALPHABET INCSOLE	CAP STK CL A	46.67K	SH	$7.22M 2.50%	46.67K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	64.17K	SH	$5.81M 2.01%	64.17K
SPDR SER TRSOLE	S&P DIVID ETF	34.74K	SH	$4.71M 1.63%	34.74K
WISDOMTREE TRSOLE	INTL SMCAP DIV	70.46K	SH	$4.65M 1.61%	70.46K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	92.40K	SH	$4.51M 1.56%	92.40K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	56.75K	SH	$4.44M 1.54%	56.75K
GILEAD SCIENCES INCSOLE	COM	39.49K	SH	$4.42M 1.53%	39.49K
BANK AMERICA CORPSOLE	COM	105.65K	SH	$4.41M 1.52%	105.65K
ISHARES TRSOLE	ESG MSCI KLD 400	36.10K	SH	$3.70M 1.28%	36.10K
ISHARES TRSOLE	CORE S&P US GWT	28.41K	SH	$3.61M 1.25%	28.41K
ISHARES TRSOLE	S&P MC 400GR ETF	42.17K	SH	$3.51M 1.21%	42.17K
ISHARES TRSOLE	S&P SML 600 GWT	27.70K	SH	$3.45M 1.19%	27.70K
ISHARES TRSOLE	S&P MC 400VL ETF	26.73K	SH	$3.20M 1.11%	26.73K
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	27.09K	SH	$3.14M 1.09%	27.09K
JPMORGAN CHASE & CO.SOLE	COM	12.18K	SH	$2.99M 1.03%	12.18K

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