Neumann Capital Management, LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 8, 2024
Value $
$281M
Signature - Title
Caroline Gorham - Chief Compliance Officer
Location
303 Vintage Park Drive, Suite 100, Foster City, California
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 98 $281M +$21.5M -$3.27M +$18.2M IEFA, NVDA, SPY, AAPL, IJH, IJR 13F-HR 5/8/2024, 01:59 PM
Q4 2023 91 $252M +$5.51M -$5.19M +$321K IEFA, AAPL, SPY, IJR, IJH, IEMG 13F-HR 2/7/2024, 10:55 AM
Q3 2023 93 $229M +$3.76M -$5.4M -$1.64M IEFA, AAPL, SPY, IJH, IJR, IEMG 13F-HR 11/3/2023, 03:45 PM
Q2 2023 92 $242M +$6.89M -$5.63M +$1.26M AAPL, IEFA, SPY, IJR, IJH, IEMG 13F-HR 8/10/2023, 01:11 PM
Q1 2023 90 $228M +$6.25M -$4.65M +$1.6M IEFA, AAPL, IEMG, IJR, SPY, IJH 13F-HR 5/2/2023, 03:16 PM
Q4 2022 89 $213M +$14M -$5.92M +$8.1M IEFA, AAPL, IJR, SPY, IJH, IEMG 13F-HR 2/6/2023, 04:29 PM
Q3 2022 86 $194M +$24.2M -$9.39M +$14.8M AAPL, IJR, SPY, IJH, SDY, IEFA 13F-HR 11/14/2022, 08:03 AM
Q2 2022 81 $197M +$6.87M -$5.31M +$1.55M AAPL, IJR, SPY, IJH, EFA, SDY 13F-HR 7/20/2022, 04:58 PM
Q1 2022 87 $235M +$5.66M -$3.31M +$2.35M AAPL, IJR, SPY, EFA, IJH, DGS 13F-HR 5/9/2022, 05:23 PM
Q4 2021 91 $245M +$8.4M -$3.07M +$5.33M AAPL, EFA, IJR, SPY, IJH, NVDA 13F-HR 2/3/2022, 02:17 PM
Q3 2021 86 $222M +$11.8M -$4.7M +$7.09M EFA, IJR, AAPL, SPY, IJH, DGS 13F-HR 11/1/2021, 03:57 PM
Q2 2021 85 $222M +$6.1M -$7.74M -$1.64M EFA, IJR, IJH, SPY, AAPL, DGS 13F-HR 7/21/2021, 02:10 PM
Q1 2021 81 $210M +$3.44M -$5.77M -$2.33M EFA, IJR, IJH, EEMV, SPY, AAPL 13F-HR 5/13/2021, 04:34 PM
Q4 2020 78 $198M +$9.67M -$2.49M +$7.18M EFA, EEMV, IJR, AAPL, IJH, SPY 13F-HR 2/3/2021, 05:05 PM
Q3 2020 74 $174M +$11M -$2.57M +$8.45M EEMV, EFA, AAPL, IJR, SPY, IJH 13F-HR 11/2/2020, 10:47 AM
Q2 2020 70 $163M +$3.24M -$1.7M +$1.54M EEMV, EFA, IJR, AAPL, IJH, SPY 13F-HR 7/23/2020, 04:55 PM
Q1 2020 69 $137M +$4.94M -$1.69M +$3.25M EEMV, EFA, SPY, IJR, IJH, AAPL 13F-HR 5/13/2020, 02:47 PM
Q4 2019 70 $172M +$2.21M -$2.36M -$150K EEMV, IJR, IJH, DGS, SPY, EFA 13F-HR 1/24/2020, 09:04 AM
Q3 2019 72 $162M +$1.18M -$1.44M -$256K EEMV, IJR, IJH, SPY, VNQ, EFA 13F-HR 10/28/2019, 04:38 PM
Q2 2019 73 $161M +$4.05M -$1.37M +$2.68M EEMV, IJR, IJH, DGS, SPY, EFA 13F-HR 7/25/2019, 03:28 PM
Q1 2019 73 $156M +$10.4M -$2.37M +$8M EEMV, IJR, IJH, DGS, SPY, EFA 13F-HR 5/9/2019, 11:45 AM
Q4 2018 70 $133M +$649K -$10.6M -$9.91M IJR, EEMV, IJH, SPY, VNQ, SDY 13F-HR 1/29/2019, 04:33 PM
Q3 2018 75 $170M +$2.57M -$753K +$1.82M IJR, IJH, EEMV, SPY, VNQ, AAPL 13F-HR 11/1/2018, 09:47 AM
Q2 2018 73 $159M +$3.5M -$2.67M +$833K IJR, IJH, EEMV, VNQ, SPY, DGS 13F-HR 8/10/2018, 05:25 PM
Q1 2018 75 $157M +$8.27M -$7.24M +$1.03M IJR, EEMV, IJH, SPY, VNQ, DGS 13F-HR 5/9/2018, 04:02 PM
Q4 2017 75 $163M +$5.09M -$8M -$2.91M IJR, IJH, EEMV, SPY, VNQ, SDY 13F-HR 2/5/2018, 10:40 AM
Q3 2017 74 $162M +$4.25M -$4.87M -$624K IJR, IJH, EEMV, VNQ, SPY, SDY 13F-HR 11/14/2017, 08:04 AM
Q2 2017 71 $155M +$4.79M -$3.43M +$1.36M IJR, IJH, EEMV, VNQ, SPY, ORCL 13F-HR 8/7/2017, 04:30 PM
Q1 2017 70 $154M +$5.46M -$7.43M -$1.97M IJR, IJH, VNQ, EEMV, SPY, AMLPXXXX 13F-HR 5/9/2017, 09:21 PM
Q4 2016 72 $155M +$2.83M -$2.68M +$142K IJR, IJH, VNQ, SPY, AMLPXXXX, EEMV 13F-HR 2/3/2017, 03:44 PM
Q3 2016 73 $150M +$1.18M -$3.44M -$2.26M IJR, IJH, VNQ, EEMV, AMLPXXXX, SPY 13F-HR 11/2/2016, 02:55 PM
Q2 2016 74 $151M +$421K -$2.48M -$2.06M IJR, VNQ, IJH, EEMV, GILD, SPY 13F-HR 8/10/2016, 03:00 PM
Q1 2016 77 $152M +$7.03M -$1M +$6.03M IJR, IJH, VNQ, GILD, EEMV, SPY 13F-HR 5/2/2016, 11:30 AM
Q4 2015 77 $144M +$5.34M -$4.78M +$563K GILD, IJR, IJH, SPY, VNQ, CVS 13F-HR 2/2/2016, 04:05 PM
Q3 2015 77 $142M +$3.84M -$1.74M +$2.1M GILD, IJR, IJH, SPY, VNQ, EEMV 13F-HR 11/10/2015, 03:22 PM
Q2 2015 81 $157M +$3.95M -$1.9M +$2.05M GILD, IJR, IJH, EEMV, SPY, CVS 13F-HR 8/6/2015, 01:35 PM
Q1 2015 84 $157M +$2.42M -$257K +$2.16M GILD, IJH, IJR, EEMV, SPY, ORCL 13F-HR 4/30/2015, 06:45 AM
Q4 2014 87 $153M GILD, IJH, IJR, AMLPXXXX, ORCL, SPY 13F-HR 2/2/2015, 03:44 PM