Avoid Fraud, Get The Facts, And Find The Best
Legal Name: NEUMANN CAPITAL MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 25, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES INC (464286533)
|
179,166 |
$10,546k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
117,361 |
$9,187k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
43,220 |
$8,396k |
|
|
Wisdomtree Small Emerging Mark (97717W281)
|
166,932 |
$7,854k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
26,375 |
$7,728k |
|
|
ISHARES (464287465)
|
112,697 |
$7,408k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
81,935 |
$7,161k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
58,666 |
$5,918k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
67,674 |
$5,900k |
|
|
ORACLE CORP (68389X105)
|
94,864 |
$5,404k |
|
|
Apple Inc (037833100)
|
26,184 |
$5,182k |
|
|
WISDOMTREE TR (97717W760)
|
61,142 |
$3,975k |
|
|
ALPHABET INC (02079K305)
|
3,210 |
$3,476k |
|
|
Bank of America Corp. (060505104)
|
115,575 |
$3,352k |
|
|
GILEAD SCIENCES INC (375558103)
|
45,360 |
$3,065k |
|
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
11,800 |
$2,670k |
|
|
Chevron Corp (166764100)
|
20,261 |
$2,521k |
|
|
ISHARES (464287887)
|
13,625 |
$2,486k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
41,092 |
$2,348k |
|
|
CVS HEALTH CORP (126650100)
|
43,033 |
$2,345k |
|
|
NVIDIA Corp (67066G104)
|
13,945 |
$2,290k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
15,091 |
$2,265k |
|
|
ALLSTATE CORP (020002101)
|
20,780 |
$2,113k |
|
|
ISHARES TR (464287671)
|
33,486 |
$2,099k |
|
|
C H Robinson Worldwide (12541W209)
|
22,840 |
$1,927k |
|
|
MICROSOFT CORP (594918104)
|
14,352 |
$1,923k |
|
|
ISHARES (464287705)
|
11,983 |
$1,911k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
16,810 |
$1,879k |
|
|
PUBLIC SVC ENTERPR (744573106)
|
30,810 |
$1,812k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
19,828 |
$1,782k |
|
|
General Motors Co (37045V100)
|
45,200 |
$1,742k |
|
|
ROPER TECHNOLOGIES (776696106)
|
4,575 |
$1,676k |
|
|
JOHNSON & JOHNSON (478160104)
|
11,578 |
$1,613k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
21,014 |
$1,579k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
8,335 |
$1,540k |
|
|
WELLS FARGO CO NEW (949746101)
|
28,872 |
$1,366k |
|
|
ISHARES (464288877)
|
26,895 |
$1,293k |
|
|
Netflix Inc (64110L106)
|
3,517 |
$1,292k |
|
|
ISHARES (464287879)
|
8,120 |
$1,207k |
|
|
TARGET CORPORATION (87612E106)
|
13,760 |
$1,192k |
|
|
3M CO (88579Y101)
|
6,536 |
$1,133k |
|
|
ISHARES TR (464288307)
|
4,231 |
$1,064k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
6,774 |
$1,053k |
|
|
Valero Energy Corp (91913Y100)
|
11,798 |
$1,010k |
|
|
CISCO SYSTEMS INC (17275R102)
|
18,230 |
$998k |
|
|
CONSTELLATION BRANDS (21036P108)
|
4,607 |
$907k |
|
|
Amazon.com Inc (023135106)
|
462 |
$875k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
5,266 |
$857k |
|
|
ISHARES (464287242)
|
6,871 |
$855k |
|
|
ConocoPhillips (20825C104)
|
12,618 |
$770k |
|
|
DISNEY WALT CO (254687106)
|
5,314 |
$742k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
2,045 |
$725k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D309)
|
14,635 |
$690k |
|
|
Charles Schwab Corp/The (808513105)
|
17,111 |
$688k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
3,780 |
$678k |
|
|
ISHARES (464287168)
|
6,238 |
$621k |
|
|
CELGENE CORP (151020104)
|
6,275 |
$580k |
|
|
MCKESSON CORP (58155Q103)
|
4,215 |
$566k |
|
|
UNUM GROUP (91529Y106)
|
15,398 |
$517k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
8,851 |
$507k |
|
|
Bristol-Myers Squibb Co (110122108)
|
11,089 |
$503k |
|
|
MERCK & CO INC (58933Y105)
|
5,267 |
$442k |
|
|
ISHARES (464287556)
|
3,658 |
$399k |
|
|
SEMPRA ENERGY (816851109)
|
2,674 |
$367k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
6,174 |
$345k |
|
|
SPDR DOW JONES INDL (78467X109)
|
1,082 |
$288k |
|
|
Facebook Inc (30303M102)
|
1,410 |
$272k |
|
|
Boeing Co/The (097023105)
|
730 |
$266k |
|
|
V F CORP (918204108)
|
2,720 |
$238k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
800 |
$236k |
|
|
PFIZER INC (717081103)
|
5,438 |
$236k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
3,803 |
$208k |
|
|
ISHARES MSCI KLD 400 SOCIAL ETF (464288570)
|
1,835 |
$201k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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