Legal Name: NEUMANN CAPITAL MANAGEMENT, LLC
報告期間:
Jun 30, 2019
有効日:
Jul 25, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
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 |
|
