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Home > Institutional Investor > Neumann Capital Management, Llc > 13F Holdings

Instuitional Investor - Neumann Capital Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 118,530 $17,579,203 11.63%
2.
Vanguard Bond Index Funds
 BND 218,277 $16,741,828 11.07%
3.
Ishares Trust
 IEF 208,704 $16,093,180 10.65%
4.
Vanguard Index Fds - REAL ESTATE ETF
 61,792 $5,958,603 3.94%
5.
Ishares Trust
 IEF 27,866 $5,241,393 3.47%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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