§ 13F · FUND PROFILE
Neumann Capital Management, LLC.
AUM · $151M (13F)Positions · 58Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$982K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | 119K | $18M | 11.6% | ±0% |
| 2 | BIV | VANGUARD BD INDEX FDS | 218K | $17M | 11.1% | ±0% |
| 3 | IJH | ISHARES TR | 209K | $16M | 10.6% | ±0% |
| 4 | VNQ | VANGUARD INDEX FDS | 62K | $6M | 3.9% | −1% |
| 5 | IUSG | ISHARES TR | 28K | $5M | 3.5% | ±0% |
| 6 | IJT | ISHARES TR | 29K | $5M | 3.5% | ±0% |
| 7 | IJK | ISHARES TR | 44K | $5M | 3.4% | ±0% |
| 8 | VOO | VANGUARD INDEX FDS | 7K | $5M | 3.4% | +12% |
| 9 | DSI | ISHARES TR | 35K | $5M | 3.3% | −1% |
| 10 | BSV | VANGUARD BD INDEX FDS | 61K | $5M | 3.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEUMANN SIGNAL
AC read
Neumann Capital Management, LLC is a Other fund managing $151 million in assets. The fund runs a portfolio of 58 positions.
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