0001172661-20-001200.txt : 20200513 0001172661-20-001200.hdr.sgml : 20200513 20200513144748 ACCESSION NUMBER: 0001172661-20-001200 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200513 DATE AS OF CHANGE: 20200513 EFFECTIVENESS DATE: 20200513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Neumann Capital Management, LLC CENTRAL INDEX KEY: 0001631930 IRS NUMBER: 271639553 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16383 FILM NUMBER: 20872548 BUSINESS ADDRESS: STREET 1: 303 VINTAGE PARK DRIVE STREET 2: SUITE 100 CITY: FOSTER CITY STATE: CA ZIP: 94404 BUSINESS PHONE: 650-548-9200 MAIL ADDRESS: STREET 1: 303 VINTAGE PARK DRIVE STREET 2: SUITE 100 CITY: FOSTER CITY STATE: CA ZIP: 94404 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001631930 XXXXXXXX 03-31-2020 03-31-2020 false Neumann Capital Management, LLC

303 Vintage Park Drive Suite 100 Foster City CA 94404

13F HOLDINGS REPORT 028-16383 N Daniel J. Neumann, CFA 650-548-9200 /s/ Daniel J. Neumann Foster City CA 05-13-2020 0 69 137415 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 903 6616 SH SOLE 0 0 6616 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1353 8285 SH SOLE 0 0 8285 ALLSTATE CORP COM 020002101 1888 20580 SH SOLE 0 0 20580 ALPHABET INC CAP STK CL A 02079K305 3602 3100 SH SOLE 0 0 3100 AMAZON COM INC COM 023135106 940 482 SH SOLE 0 0 482 APPLE INC COM 037833100 6121 24069 SH SOLE 0 0 24069 BK OF AMERICA CORP COM 060505104 2417 113825 SH SOLE 0 0 113825 BRISTOL-MYERS SQUIBB CO COM 110122108 1039 18639 SH SOLE 0 0 18639 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1532 23140 SH SOLE 0 0 23140 CHEVRON CORP NEW COM 166764100 1298 17918 SH SOLE 0 0 17918 CISCO SYS INC COM 17275R102 754 19180 SH SOLE 0 0 19180 CONOCOPHILLIPS COM 20825C104 389 12618 SH SOLE 0 0 12618 CONSTELLATION BRANDS INC CL A 21036P108 736 5132 SH SOLE 0 0 5132 CVS HEALTH CORP COM 126650100 2484 41873 SH SOLE 0 0 41873 DISNEY WALT CO COM DISNEY 254687106 513 5314 SH SOLE 0 0 5314 FACEBOOK INC CL A 30303M102 235 1410 SH SOLE 0 0 1410 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 325 7771 SH SOLE 0 0 7771 GENERAL MTRS CO COM 37045V100 875 42100 SH SOLE 0 0 42100 GILEAD SCIENCES INC COM 375558103 3286 43960 SH SOLE 0 0 43960 ISHARES INC MIN VOL EMRG MKT 464286533 9117 194314 SH SOLE 0 0 194314 ISHARES TR CORE S&P MCP ETF 464287507 6546 45505 SH SOLE 0 0 45505 ISHARES TR CORE S&P SCP ETF 464287804 6916 123250 SH SOLE 0 0 123250 ISHARES TR CORE S&P US GWT 464287671 1855 32486 SH SOLE 0 0 32486 ISHARES TR CORE S&P500 ETF 464287200 207 800 SH SOLE 0 0 800 ISHARES TR EAFE VALUE ETF 464288877 1206 33785 SH SOLE 0 0 33785 ISHARES TR ESG MSCI EAFE 46435G516 205 3855 SH SOLE 0 0 3855 ISHARES TR IBOXX HI YD ETF 464288513 5006 64954 SH SOLE 0 0 64954 ISHARES TR IBOXX INV CP ETF 464287242 1009 8170 SH SOLE 0 0 8170 ISHARES TR MRGSTR MD CP GRW 464288307 871 3994 SH SOLE 0 0 3994 ISHARES TR MSCI EAFE ETF 464287465 7229 135218 SH SOLE 0 0 135218 ISHARES TR MSCI KLD400 SOC 464288570 456 4685 SH SOLE 0 0 4685 ISHARES TR NASDAQ BIOTECH 464287556 394 3658 SH SOLE 0 0 3658 ISHARES TR RUS 1000 ETF 464287622 637 4499 SH SOLE 0 0 4499 ISHARES TR RUS MID CAP ETF 464287499 257 5956 SH SOLE 0 0 5956 ISHARES TR RUSSELL 2000 ETF 464287655 775 6774 SH SOLE 0 0 6774 ISHARES TR S&P 500 GRWT ETF 464287309 538 3260 SH SOLE 0 0 3260 ISHARES TR S&P MC 400GR ETF 464287606 2059 11535 SH SOLE 0 0 11535 ISHARES TR S&P MC 400VL ETF 464287705 1519 13838 SH SOLE 0 0 13838 ISHARES TR S&P SML 600 GWT 464287887 1846 13390 SH SOLE 0 0 13390 ISHARES TR SELECT DIVID ETF 464287168 415 5638 SH SOLE 0 0 5638 ISHARES TR SP SMCP600VL ETF 464287879 1034 10345 SH SOLE 0 0 10345 JOHNSON & JOHNSON COM 478160104 1525 11628 SH SOLE 0 0 11628 JPMORGAN CHASE & CO COM 46625H100 1408 15640 SH SOLE 0 0 15640 MCKESSON CORP COM 58155Q103 614 4540 SH SOLE 0 0 4540 MERCK & CO. INC COM 58933Y105 293 3807 SH SOLE 0 0 3807 MICROSOFT CORP COM 594918104 2095 13282 SH SOLE 0 0 13282 NETFLIX INC COM 64110L106 1321 3517 SH SOLE 0 0 3517 NVIDIA CORP COM 67066G104 3042 11540 SH SOLE 0 0 11540 ORACLE CORP COM 68389X105 4546 94064 SH SOLE 0 0 94064 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 1444 32160 SH SOLE 0 0 32160 ROPER TECHNOLOGIES INC COM 776696106 1392 4465 SH SOLE 0 0 4465 SCHWAB CHARLES CORP COM 808513105 598 17784 SH SOLE 0 0 17784 SEMPRA ENERGY COM 816851109 302 2674 SH SOLE 0 0 2674 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 237 1082 SH SOLE 0 0 1082 SPDR S&P 500 ETF TR TR UNIT 78462F103 6919 26844 SH SOLE 0 0 26844 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 521 1980 SH SOLE 0 0 1980 SPDR SER TR S&P DIVID ETF 78464A763 4927 61696 SH SOLE 0 0 61696 TARGET CORP COM 87612E106 1289 13860 SH SOLE 0 0 13860 UNUM GROUP COM 91529Y106 240 15998 SH SOLE 0 0 15998 VALERO ENERGY CORP COM 91913Y100 456 10048 SH SOLE 0 0 10048 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 518 9210 SH SOLE 0 0 9210 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5707 81700 SH SOLE 0 0 81700 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1947 15105 SH SOLE 0 0 15105 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1358 21628 SH SOLE 0 0 21628 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2131 24473 SH SOLE 0 0 24473 VERIZON COMMUNICATIONS INC COM 92343V104 2302 42842 SH SOLE 0 0 42842 WELLS FARGO CO NEW COM 949746101 675 23522 SH SOLE 0 0 23522 WISDOMTREE TR EMG MKTS SMCAP 97717W281 5802 175649 SH SOLE 0 0 175649 WISDOMTREE TR INTL SMCAP DIV 97717W760 3019 62823 SH SOLE 0 0 62823