Neumann Capital Management, LLC: 13F holdings
CIK 16319302026Q2
| Positions | 58 |
|---|
| Reported value | $151.2m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 58 (-44 vs prior quarter) |
|---|
| Reported value | $151.2m (-55.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IJR ISHARES TR | 118,530 | $17.6m | 11.6% |
| BIV VANGUARD BD INDEX FDS | 218,277 | $16.7m | 11.1% |
| IJH ISHARES TR | 208,704 | $16.1m | 10.6% |
| VNQ VANGUARD INDEX FDS | 61,792 | $6.0m | 3.9% |
| IUSG ISHARES TR | 27,866 | $5.2m | 3.5% |
| IJT ISHARES TR | 29,240 | $5.2m | 3.5% |
| IJK ISHARES TR | 43,670 | $5.1m | 3.4% |
| VOO VANGUARD INDEX FDS | 7,444 | $5.1m | 3.4% |
| DSI ISHARES TR | 35,201 | $5.0m | 3.3% |
| BSV VANGUARD BD INDEX FDS | 60,699 | $4.7m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1631930")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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