Neumann Capital Management, LLC
Q4 2024 13F Holdings
- Locationfoster city, CA
- Num holdings
101
- Value ($000)
$300,992
- Date Filed01/21/2025
- Form type13F-HR
- CIK0001631930
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $24.59M | 8 % | 183,115 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $20.59M | 7 % | 292,989 | ||
AAPL APPLE INC | COM | 037833100 | $19.30M | 6 % | 77,077 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $16.14M | 5 % | 27,534 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $13.71M | 5 % | 119,022 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $12.99M | 4 % | 208,483 | ||
ORCL ORACLE CORP | COM | 68389X105 | $12.83M | 4 % | 76,993 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $11.57M | 4 % | 221,474 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $9.61M | 3 % | 128,632 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $9.00M | 3 % | 47,520 |
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