0001085146-20-000522.txt : 20200210 0001085146-20-000522.hdr.sgml : 20200210 20200210155617 ACCESSION NUMBER: 0001085146-20-000522 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200210 DATE AS OF CHANGE: 20200210 EFFECTIVENESS DATE: 20200210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Nelson Roberts Investment Advisors, LLC CENTRAL INDEX KEY: 0001512611 IRS NUMBER: 200745262 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14154 FILM NUMBER: 20591821 BUSINESS ADDRESS: STREET 1: 545 MIDDLEFIELD ROAD STREET 2: SUITE 200 CITY: MENLO PARK STATE: CA ZIP: 94025 BUSINESS PHONE: (650) 322- 4000 MAIL ADDRESS: STREET 1: 545 MIDDLEFIELD ROAD STREET 2: SUITE 200 CITY: MENLO PARK STATE: CA ZIP: 94025 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001512611 XXXXXXXX 12-31-2019 12-31-2019 false Nelson Roberts Investment Advisors, LLC

545 MIDDLEFIELD ROAD SUITE 200 MENLO PARK CA 94025

13F HOLDINGS REPORT 028-14154 N Stephen P. Philpott 650-322-4000 /s/ Stephen P. Philpott Menlo Park CA 02-10-2020 0 100 475674 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 682 7846 SH SOLE 7846 0 0 ABBVIE INC COM 00287Y109 807 9113 SH SOLE 9113 0 0 AEGON N V NY REGISTRY SHS 007924103 88 19511 SH SOLE 19511 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 3228 37375 SH SOLE 37375 0 0 ALPHABET INC CAP STK CL A 02079K305 1246 930 SH SOLE 930 0 0 ALPHABET INC CAP STK CL C 02079K107 19543 14617 SH SOLE 14617 0 0 AMAZON COM INC COM 023135106 16202 8768 SH SOLE 8768 0 0 AMERICAN EXPRESS CO COM 025816109 281 2260 SH SOLE 2260 0 0 AMGEN INC COM 031162100 650 2696 SH SOLE 2696 0 0 APPLE INC COM 037833100 5464 18608 SH SOLE 18608 0 0 AT&T INC COM 00206R102 7599 194456 SH SOLE 194456 0 0 ATLASSIAN CORP PLC CL A G06242104 326 2706 SH SOLE 2706 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 439 2573 SH SOLE 2573 0 0 BANK AMER CORP 7.25%CNV PFD L 060505682 217 150 SH SOLE 150 0 0 BANK AMER CORP COM 060505104 216 6139 SH SOLE 6139 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 252 1109 SH SOLE 1109 0 0 CHEVRON CORP NEW COM 166764100 406 3373 SH SOLE 3373 0 0 CISCO SYS INC COM 17275R102 10344 215675 SH SOLE 215675 0 0 COCA COLA CO COM 191216100 14824 267819 SH SOLE 267819 0 0 COMCAST CORP NEW CL A 20030N101 293 6507 SH SOLE 6507 0 0 COSTCO WHSL CORP NEW COM 22160K105 12757 43404 SH SOLE 43404 0 0 CSX CORP COM 126408103 273 3772 SH SOLE 3772 0 0 DANAHER CORPORATION COM 235851102 295 1920 SH SOLE 1920 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 5613 33327 SH SOLE 33327 0 0 DIGITAL RLTY TR INC COM 253868103 4531 37838 SH SOLE 37838 0 0 DISNEY WALT CO COM DISNEY 254687106 7727 53429 SH SOLE 53429 0 0 EATON CORP PLC SHS G29183103 6443 68019 SH SOLE 68019 0 0 EXXON MOBIL CORP COM 30231G102 2456 35194 SH SOLE 35194 0 0 FACEBOOK INC CL A 30303M102 352 1717 SH SOLE 1717 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 9695 82546 SH SOLE 82546 0 0 GILEAD SCIENCES INC COM 375558103 4515 69487 SH SOLE 69487 0 0 HARSCO CORP COM 415864107 1584 68825 SH SOLE 68825 0 0 HEXCEL CORP NEW COM 428291108 6205 84644 SH SOLE 84644 0 0 HOME DEPOT INC COM 437076102 8518 39004 SH SOLE 39004 0 0 HORMEL FOODS CORP COM 440452100 6974 154603 SH SOLE 154603 0 0 ILLUMINA INC COM 452327109 9989 30111 SH SOLE 30111 0 0 INTEL CORP COM 458140100 282 4710 SH SOLE 4710 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 4467 33324 SH SOLE 33324 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 838 7242 SH SOLE 7242 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 4207 49716 SH SOLE 49716 0 0 ISHARES TR CORE S&P SCP ETF 464287804 26074 310962 SH SOLE 310962 0 0 ISHARES TR CORE S&P500 ETF 464287200 1840 5691 SH SOLE 5691 0 0 ISHARES TR MSCI EAFE ETF 464287465 3534 50891 SH SOLE 50891 0 0 JOHNSON & JOHNSON COM 478160104 812 5565 SH SOLE 5565 0 0 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 6884 136504 SH SOLE 136504 0 0 JPMORGAN CHASE & CO COM 46625H100 9727 69776 SH SOLE 69776 0 0 LINDE PLC SHS G5494J103 8828 41465 SH SOLE 41465 0 0 LOWES COS INC COM 548661107 559 4664 SH SOLE 4664 0 0 MASCO CORP COM 574599106 8041 167559 SH SOLE 167559 0 0 MCDONALDS CORP COM 580135101 343 1737 SH SOLE 1737 0 0 MEDTRONIC PLC SHS G5960L103 11324 99816 SH SOLE 99816 0 0 MERCK & CO INC COM 58933Y105 402 4423 SH SOLE 4423 0 0 MICROSOFT CORP COM 594918104 17038 108038 SH SOLE 108038 0 0 NIKE INC CL B 654106103 219 2160 SH SOLE 2160 0 0 NUCOR CORP COM 670346105 229 4068 SH SOLE 4068 0 0 ORACLE CORP COM 68389X105 5646 106563 SH SOLE 106563 0 0 PFIZER INC COM 717081103 233 5957 SH SOLE 5957 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 226 2225 SH SOLE 2225 0 0 PROCTER & GAMBLE CO COM 742718109 8938 71560 SH SOLE 71560 0 0 QUALCOMM INC COM 747525103 7596 86089 SH SOLE 86089 0 0 QUALYS INC COM 74758T303 683 8197 SH SOLE 8197 0 0 ROPER TECHNOLOGIES INC COM 776696106 6651 18777 SH SOLE 18777 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 3247 54135 SH SOLE 54135 0 0 SALESFORCE COM INC COM 79466L302 6418 39463 SH SOLE 39463 0 0 SCHLUMBERGER LTD COM 806857108 2225 55359 SH SOLE 55359 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 3827 75807 SH SOLE 75807 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 2545 47455 SH SOLE 47455 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 4636 77219 SH SOLE 77219 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 597 15441 SH SOLE 15441 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2155 17179 SH SOLE 17179 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2185 34696 SH SOLE 34696 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4173 40970 SH SOLE 40970 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 2634 85577 SH SOLE 85577 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 2065 25344 SH SOLE 25344 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 708 11520 SH SOLE 11520 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3957 43161 SH SOLE 43161 0 0 SNAP INC CL A 83304A106 165 10133 SH SOLE 10133 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 843 5900 SH SOLE 5900 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2279 7082 SH SOLE 7082 0 0 SPDR SERIES TRUST PORTFOLIO SH TSR 78468R101 1107 36960 SH SOLE 36960 0 0 STERICYCLE INC COM 858912108 3639 57021 SH SOLE 57021 0 0 THE CHARLES SCHWAB CORPORATI COM 808513105 7806 164133 SH SOLE 164133 0 0 TJX COS INC NEW COM 872540109 9444 154672 SH SOLE 154672 0 0 TRAVELERS COMPANIES INC COM 89417E109 7200 52574 SH SOLE 52574 0 0 UNION PACIFIC CORP COM 907818108 247 1367 SH SOLE 1367 0 0 UNITED TECHNOLOGIES CORP COM 913017109 6494 43365 SH SOLE 43365 0 0 UNITEDHEALTH GROUP INC COM 91324P102 10761 36603 SH SOLE 36603 0 0 US BANCORP DEL COM NEW 902973304 7154 120668 SH SOLE 120668 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1188 4017 SH SOLE 4017 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 340 2050 SH SOLE 2050 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9986 224557 SH SOLE 224557 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6428 79330 SH SOLE 79330 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 16746 380065 SH SOLE 380065 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 293 3590 SH SOLE 3590 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 5163 36132 SH SOLE 36132 0 0 VENTAS INC COM 92276F100 4088 70803 SH SOLE 70803 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 10913 177731 SH SOLE 177731 0 0 VISA INC COM CL A 92826C839 8715 46380 SH SOLE 46380 0 0 WELLS FARGO CO NEW PERP PFD CNV A 949746804 232 160 SH SOLE 160 0 0 ZOETIS INC CL A 98978V103 6416 48474 SH SOLE 48474 0 0