0001085146-20-001433.txt : 20200512 0001085146-20-001433.hdr.sgml : 20200512 20200512163017 ACCESSION NUMBER: 0001085146-20-001433 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200512 DATE AS OF CHANGE: 20200512 EFFECTIVENESS DATE: 20200512 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: 20869483 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 03-31-2020 03-31-2020 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 05-12-2020 0 87 372389 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 624 7906 SH SOLE 7906 0 0 ABBVIE INC COM 00287Y109 694 9113 SH SOLE 9113 0 0 ADOBE INC COM 00724F101 2454 7711 SH SOLE 7711 0 0 AEGON N V NY REGISTRY SHS 007924103 49 19511 SH SOLE 19511 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 3423 37411 SH SOLE 37411 0 0 ALPHABET INC CAP STK CL C 02079K107 16936 14565 SH SOLE 14565 0 0 ALPHABET INC CAP STK CL A 02079K305 1088 936 SH SOLE 936 0 0 AMAZON COM INC COM 023135106 17296 8871 SH SOLE 8871 0 0 AMGEN INC COM 031162100 628 3096 SH SOLE 3096 0 0 APPLE INC COM 037833100 11688 45964 SH SOLE 45964 0 0 AT&T INC COM 00206R102 5681 194885 SH SOLE 194885 0 0 ATLASSIAN CORP PLC CL A G06242104 371 2706 SH SOLE 2706 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 352 2573 SH SOLE 2573 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 210 1150 SH SOLE 1150 0 0 CHEVRON CORP NEW COM 166764100 247 3403 SH SOLE 3403 0 0 CISCO SYS INC COM 17275R102 8548 217463 SH SOLE 217463 0 0 COCA COLA CO COM 191216100 11841 267599 SH SOLE 267599 0 0 COMCAST CORP NEW CL A 20030N101 228 6645 SH SOLE 6645 0 0 COSTCO WHSL CORP NEW COM 22160K105 12104 42452 SH SOLE 42452 0 0 DANAHER CORPORATION COM 235851102 269 1940 SH SOLE 1940 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 4225 33237 SH SOLE 33237 0 0 DIGITAL RLTY TR INC COM 253868103 5246 37762 SH SOLE 37762 0 0 DISNEY WALT CO COM DISNEY 254687106 7151 74030 SH SOLE 74030 0 0 DOCUSIGN INC COM 256163106 2599 28124 SH SOLE 28124 0 0 EATON CORP PLC SHS G29183103 5281 67974 SH SOLE 67974 0 0 EXXON MOBIL CORP COM 30231G102 1386 36497 SH SOLE 36497 0 0 FACEBOOK INC CL A 30303M102 294 1762 SH SOLE 1762 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 6780 82408 SH SOLE 82408 0 0 GILEAD SCIENCES INC COM 375558103 5294 70812 SH SOLE 70812 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 3406 89879 SH SOLE 89879 0 0 HARSCO CORP COM 415864107 541 77650 SH SOLE 77650 0 0 HOME DEPOT INC COM 437076102 7252 38841 SH SOLE 38841 0 0 HORMEL FOODS CORP COM 440452100 7171 153754 SH SOLE 153754 0 0 ILLUMINA INC COM 452327109 8235 30150 SH SOLE 30150 0 0 INTEL CORP COM 458140100 260 4813 SH SOLE 4813 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 563 6697 SH SOLE 6697 0 0 ISHARES TR CORE S&P500 ETF 464287200 1520 5882 SH SOLE 5882 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 4383 50572 SH SOLE 50572 0 0 ISHARES TR MSCI EAFE ETF 464287465 947 17713 SH SOLE 17713 0 0 ISHARES TR CORE S&P SCP ETF 464287804 17673 314963 SH SOLE 314963 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 7032 141566 SH SOLE 141566 0 0 JOHNSON & JOHNSON COM 478160104 730 5565 SH SOLE 5565 0 0 JPMORGAN CHASE & CO COM 46625H100 6311 70094 SH SOLE 70094 0 0 LINDE PLC SHS G5494J103 7200 41620 SH SOLE 41620 0 0 LOWES COS INC COM 548661107 399 4638 SH SOLE 4638 0 0 MASCO CORP COM 574599106 5808 168009 SH SOLE 168009 0 0 MCDONALDS CORP COM 580135101 292 1766 SH SOLE 1766 0 0 MEDTRONIC PLC SHS G5960L103 8998 99773 SH SOLE 99773 0 0 MERCK & CO. INC COM 58933Y105 340 4423 SH SOLE 4423 0 0 MICROSOFT CORP COM 594918104 17108 108476 SH SOLE 108476 0 0 ORACLE CORP COM 68389X105 5161 106779 SH SOLE 106779 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 220 2225 SH SOLE 2225 0 0 PROCTER & GAMBLE CO COM 742718109 7861 71465 SH SOLE 71465 0 0 QUALCOMM INC COM 747525103 5849 86454 SH SOLE 86454 0 0 QUALYS INC COM 74758T303 713 8197 SH SOLE 8197 0 0 ROPER TECHNOLOGIES INC COM 776696106 5871 18830 SH SOLE 18830 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 1817 55659 SH SOLE 55659 0 0 SALESFORCE COM INC COM 79466L302 5657 39291 SH SOLE 39291 0 0 SCHWAB CHARLES CORP COM 808513105 5515 164034 SH SOLE 164034 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 3811 73671 SH SOLE 73671 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 531 11790 SH SOLE 11790 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3458 39033 SH SOLE 39033 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1907 35004 SH SOLE 35004 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1734 17684 SH SOLE 17684 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 1852 63716 SH SOLE 63716 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1807 86795 SH SOLE 86795 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1546 26204 SH SOLE 26204 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3507 43632 SH SOLE 43632 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 2475 55946 SH SOLE 55946 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 490 15812 SH SOLE 15812 0 0 SNAP INC CL A 83304A106 120 10133 SH SOLE 10133 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 873 5900 SH SOLE 5900 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1953 7578 SH SOLE 7578 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 2610 84948 SH SOLE 84948 0 0 STERICYCLE INC COM 858912108 2731 56226 SH SOLE 56226 0 0 US BANCORP DEL COM NEW 902973304 4163 120849 SH SOLE 120849 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 817 3449 SH SOLE 3449 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 225 1950 SH SOLE 1950 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7598 226477 SH SOLE 226477 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6285 79456 SH SOLE 79456 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 14808 444142 SH SOLE 444142 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 4401 36097 SH SOLE 36097 0 0 VENTAS INC COM 92276F100 1914 71421 SH SOLE 71421 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 9565 178027 SH SOLE 178027 0 0 VISA INC COM CL A 92826C839 7487 46471 SH SOLE 46471 0 0 WELLS FARGO CO NEW PERP PFD CNV A 949746804 204 160 SH SOLE 160 0 0 ZOETIS INC CL A 98978V103 5697 48406 SH SOLE 48406 0 0