Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEUMANN CAPITAL MANAGEMENT LLC | 02-07-2024 | 12-31-2023 | 91 | 252,064,805 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE MSCI EAFE | 1 | $18,126,873 | 257,667 | 0.01 | 0.01 | 5,630 | 2.23 | 12-31-2023 |
| APPLE INC | COM | 2 | $16,314,800 | 84,739 | 0.01 | 0.01 | -830 | -0.97 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $12,853,808 | 27,043 | 0.01 | 0.01 | 15 | 0.06 | 12-31-2023 |
| ISHARES TR | CORE S&P SCP ETF | 4 | $12,564,265 | 116,067 | 0.00 | 0.00 | 1,836 | 1.61 | 12-31-2023 |
