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Aryn Sands

Neumann Capital Management, Llc

Assets Managed
$151.176M
Holdings
58
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
-55.47%(2Q avg: -28.68%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Neumann Capital Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of Neumann Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 151.176M in assets, with a quarterly growth rate of -55.47% and a 2-quarter average growth rate of -28.68%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 0.44%
11.63%
$17.579M
118,530 shares@ $148.32 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 0.19%
11.08%
$16.742M
218,277 shares@ $76.7 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.42%
10.65%
$16.093M
208,704 shares@ $77.12 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Decreased -0.74%
3.95%
$5.959M
61,792 shares@ $96.44 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Increased 0.18%
3.47%
$5.241M
27,866 shares@ $188.1 avg price
IJT
Ishares S&p Small-cap 600 Gr
Recent Activity
Decreased -0.1%
3.46%
$5.222M
29,240 shares@ $178.6 avg price
IJK
Ishares S&p Mid-cap 400 Grow
Recent Activity
Decreased -0.26%
3.4%
$5.131M
43,670 shares@ $117.5 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 11.91%
3.39%
$5.113M
7,444 shares@ $686.82 avg price
DSI
Ishares Msci Kld 400 Social
Recent Activity
Decreased -0.64%
3.32%
$5.012M
35,201 shares@ $142.39 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Decreased -1.49%
3.13%
$4.729M
60,699 shares@ $77.91 avg price

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