0001085146-20-002194.txt : 20200813 0001085146-20-002194.hdr.sgml : 20200813 20200813143209 ACCESSION NUMBER: 0001085146-20-002194 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200813 DATE AS OF CHANGE: 20200813 EFFECTIVENESS DATE: 20200813 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: 201098774 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 06-30-2020 06-30-2020 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 08-13-2020 0 91 458813 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE FACEBOOK INC CL A 30303M102 396 1743 SH SOLE 1743 0 0 AMAZON COM INC COM 023135106 24752 8972 SH SOLE 8972 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 8670 81796 SH SOLE 81796 0 0 CISCO SYS INC COM 17275R102 10173 218107 SH SOLE 218107 0 0 LOWES COS INC COM 548661107 627 4638 SH SOLE 4638 0 0 DOCUSIGN INC COM 256163106 10759 62478 SH SOLE 62478 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 798 2817 SH SOLE 2817 0 0 CHEVRON CORP NEW COM 166764100 328 3676 SH SOLE 3676 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 4486 33382 SH SOLE 33382 0 0 ALPHABET INC CAP STK CL A 02079K305 1296 914 SH SOLE 914 0 0 ORACLE CORP COM 68389X105 5893 106629 SH SOLE 106629 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8818 222620 SH SOLE 222620 0 0 MASCO CORP COM 574599106 8334 165986 SH SOLE 165986 0 0 COSTCO WHSL CORP NEW COM 22160K105 12668 41779 SH SOLE 41779 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6379 77168 SH SOLE 77168 0 0 EXXON MOBIL CORP COM 30231G102 2074 46384 SH SOLE 46384 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 383 2573 SH SOLE 2573 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1959 65859 SH SOLE 65859 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 4483 36249 SH SOLE 36249 0 0 COCA COLA CO COM 191216100 12379 277069 SH SOLE 277069 0 0 APPLE INC COM 037833100 16893 46308 SH SOLE 46308 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2337 7580 SH SOLE 7580 0 0 US BANCORP DEL COM NEW 902973304 4447 120787 SH SOLE 120787 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 656 11634 SH SOLE 11634 0 0 ALPHABET INC CAP STK CL C 02079K107 20623 14589 SH SOLE 14589 0 0 QUALCOMM INC COM 747525103 7848 86038 SH SOLE 86038 0 0 GILEAD SCIENCES INC COM 375558103 5688 73930 SH SOLE 73930 0 0 ABBOTT LABS COM 002824100 611 6686 SH SOLE 6686 0 0 MICROSOFT CORP COM 594918104 22128 108733 SH SOLE 108733 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 226 2225 SH SOLE 2225 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 3982 97612 SH SOLE 97612 0 0 ZOETIS INC CL A 98978V103 6685 48779 SH SOLE 48779 0 0 JOHNSON & JOHNSON COM 478160104 783 5565 SH SOLE 5565 0 0 MEDTRONIC PLC SHS G5960L103 9022 98387 SH SOLE 98387 0 0 PROCTER AND GAMBLE CO COM 742718109 8470 70836 SH SOLE 70836 0 0 HARSCO CORP COM 415864107 1049 77650 SH SOLE 77650 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2014 34339 SH SOLE 34339 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 4367 50423 SH SOLE 50423 0 0 ATLASSIAN CORP PLC CL A G06242104 488 2706 SH SOLE 2706 0 0 VENTAS INC COM 92276F100 6637 181230 SH SOLE 181230 0 0 ENBRIDGE INC COM 29250N105 323 10610 SH SOLE 10610 0 0 STERICYCLE INC COM 858912108 3124 55800 SH SOLE 55800 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 2485 81605 SH SOLE 81605 0 0 ILLUMINA INC COM 452327109 11443 30898 SH SOLE 30898 0 0 AT&T INC COM 00206R102 5882 194567 SH SOLE 194567 0 0 AMGEN INC COM 031162100 730 3096 SH SOLE 3096 0 0 DANAHER CORPORATION COM 235851102 308 1740 SH SOLE 1740 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 18267 125354 SH SOLE 125354 0 0 HORMEL FOODS CORP COM 440452100 7343 152117 SH SOLE 152117 0 0 NIKE INC CL B 654106103 219 2231 SH SOLE 2231 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1729 25162 SH SOLE 25162 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2047 29969 SH SOLE 29969 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 9508 187430 SH SOLE 187430 0 0 SALESFORCE COM INC COM 79466L302 7362 39299 SH SOLE 39299 0 0 ROPER TECHNOLOGIES INC COM 776696106 7257 18692 SH SOLE 18692 0 0 MCDONALDS CORP COM 580135101 289 1566 SH SOLE 1566 0 0 ADOBE INC COM 00724F101 3219 7394 SH SOLE 7394 0 0 QUALYS INC COM 74758T303 853 8197 SH SOLE 8197 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1939 83802 SH SOLE 83802 0 0 EATON CORP PLC SHS G29183103 5871 67115 SH SOLE 67115 0 0 ISHARES TR CORE S&P500 ETF 464287200 1641 5300 SH SOLE 5300 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 4029 37622 SH SOLE 37622 0 0 MERCK & CO. INC COM 58933Y105 316 4090 SH SOLE 4090 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 9864 178922 SH SOLE 178922 0 0 LINDE PLC SHS G5494J103 8566 40385 SH SOLE 40385 0 0 BK OF AMERICA CORP 7.25%CNV PFD L 060505682 201 150 SH SOLE 150 0 0 COMCAST CORP NEW CL A 20030N101 259 6645 SH SOLE 6645 0 0 SCHWAB CHARLES CORP COM 808513105 5590 165664 SH SOLE 165664 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 3762 72870 SH SOLE 72870 0 0 ABBVIE INC COM 00287Y109 810 8246 SH SOLE 8246 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 679 17936 SH SOLE 17936 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 2957 54720 SH SOLE 54720 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4527 43329 SH SOLE 43329 0 0 DIGITAL RLTY TR INC COM 253868103 5408 38053 SH SOLE 38053 0 0 HOME DEPOT INC COM 437076102 9615 38381 SH SOLE 38381 0 0 SPDR GOLD TR GOLD SHS 78463V107 997 5956 SH SOLE 5956 0 0 VISA INC COM CL A 92826C839 8958 46372 SH SOLE 46372 0 0 DISNEY WALT CO COM DISNEY 254687106 8315 74570 SH SOLE 74570 0 0 WELLS FARGO CO NEW PERP PFD CNV A 949746804 208 160 SH SOLE 160 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 6799 18763 SH SOLE 18763 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 675 6632 SH SOLE 6632 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 546 15682 SH SOLE 15682 0 0 SNAP INC CL A 83304A106 238 10133 SH SOLE 10133 0 0 UNION PAC CORP COM 907818108 235 1391 SH SOLE 1391 0 0 JPMORGAN CHASE & CO COM 46625H100 6534 69461 SH SOLE 69461 0 0 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 16328 420924 SH SOLE 420924 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 4289 139610 SH SOLE 139610 0 0 CSX CORP COM 126408103 219 3139 SH SOLE 3139 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3194 31915 SH SOLE 31915 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2190 17150 SH SOLE 17150 0 0 AEGON N V NY REGISTRY SHS 007924103 57 19511 SH SOLE 19511 0 0