0001085146-21-001022.txt : 20210217
0001085146-21-001022.hdr.sgml : 20210217
20210217122603
ACCESSION NUMBER: 0001085146-21-001022
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210217
DATE AS OF CHANGE: 20210217
EFFECTIVENESS DATE: 20210217
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: 21643589
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
12-31-2020
12-31-2020
false
Nelson Roberts Investment Advisors, LLC
545 MIDDLEFIELD ROAD
SUITE 200
MENLO PARK
CA
94025
13F HOLDINGS REPORT
028-14154
N
Stephen P. Philpott
Chief Compliance Officer
650-322-4000
/s/ Stephen P. Philpott
Menlo Park
CA
02-11-2021
0
95
465108
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ABBOTT LABS
COM
002824100
674
6153
SH
SOLE
6153
0
0
ABBVIE INC
COM
00287Y109
867
8096
SH
SOLE
8096
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
5981
11960
SH
SOLE
11960
0
0
AEGON N V
NY REGISTRY SHS
007924103
77
19511
SH
SOLE
19511
0
0
AKAMAI TECHNOLOGIES INC
COM
00971T101
2640
25148
SH
SOLE
25148
0
0
ALPHABET INC
CAP STK CL A
02079K305
1279
730
SH
SOLE
730
0
0
ALPHABET INC
CAP STK CL C
02079K107
10308
5884
SH
SOLE
5884
0
0
AMAZON COM INC
COM
023135106
20346
6247
SH
SOLE
6247
0
0
AMGEN INC
COM
031162100
643
2797
SH
SOLE
2797
0
0
APPLE INC
COM
037833100
18461
139130
SH
SOLE
139130
0
0
AT&T INC
COM
00206R102
3899
135581
SH
SOLE
135581
0
0
ATLASSIAN CORP PLC
CL A
G06242104
633
2706
SH
SOLE
2706
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
282
1600
SH
SOLE
1600
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
238
1027
SH
SOLE
1027
0
0
BK OF AMERICA CORP
COM
060505104
296
9768
SH
SOLE
9768
0
0
BOEING CO
COM
097023105
201
941
SH
SOLE
941
0
0
CHEVRON CORP NEW
COM
166764100
273
3237
SH
SOLE
3237
0
0
CHEWY INC
CL A
16679L109
4014
44654
SH
SOLE
44654
0
0
CISCO SYS INC
COM
17275R102
6471
144611
SH
SOLE
144611
0
0
COCA COLA CO
COM
191216100
15121
275729
SH
SOLE
275729
0
0
COMCAST CORP NEW
CL A
20030N101
291
5557
SH
SOLE
5557
0
0
CORTEVA INC
COM
22052L104
311
8043
SH
SOLE
8043
0
0
COSTCO WHSL CORP NEW
COM
22160K105
10940
29034
SH
SOLE
29034
0
0
CSX CORP
COM
126408103
285
3139
SH
SOLE
3139
0
0
DANAHER CORPORATION
COM
235851102
431
1940
SH
SOLE
1940
0
0
DIAGEO PLC
SPON ADR NEW
25243Q205
3501
22047
SH
SOLE
22047
0
0
DIGITAL RLTY TR INC
COM
253868103
3598
25791
SH
SOLE
25791
0
0
DISNEY WALT CO
COM
254687106
9926
54783
SH
SOLE
54783
0
0
DOCUSIGN INC
COM
256163106
11504
51750
SH
SOLE
51750
0
0
DUPONT DE NEMOURS INC
COM
26614N102
332
4665
SH
SOLE
4665
0
0
ENBRIDGE INC
COM
29250N105
264
8267
SH
SOLE
8267
0
0
EXXON MOBIL CORP
COM
30231G102
682
16554
SH
SOLE
16554
0
0
FACEBOOK INC
CL A
30303M102
276
1011
SH
SOLE
1011
0
0
FIRST REP BK SAN FRANCISCO C
COM
33616C100
8059
54852
SH
SOLE
54852
0
0
GENERAL MLS INC
COM
370334104
4566
77656
SH
SOLE
77656
0
0
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
2356
64032
SH
SOLE
64032
0
0
HARSCO CORP
COM
415864107
1037
57650
SH
SOLE
57650
0
0
HOME DEPOT INC
COM
437076102
7107
26758
SH
SOLE
26758
0
0
HORMEL FOODS CORP
COM
440452100
229
4904
SH
SOLE
4904
0
0
ILLUMINA INC
COM
452327109
7688
20779
SH
SOLE
20779
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
248
1942
SH
SOLE
1942
0
0
IRON MTN INC NEW
COM
46284V101
2645
89729
SH
SOLE
89729
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
2147
24857
SH
SOLE
24857
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
1224
13318
SH
SOLE
13318
0
0
ISHARES TR
CORE S&P500 ETF
464287200
1569
4180
SH
SOLE
4180
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
378
1320
SH
SOLE
1320
0
0
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
36427
717202
SH
SOLE
717202
0
0
JOHNSON & JOHNSON
COM
478160104
863
5482
SH
SOLE
5482
0
0
JPMORGAN CHASE & CO
COM
46625H100
6698
52715
SH
SOLE
52715
0
0
LINDE PLC
SHS
G5494J103
7163
27184
SH
SOLE
27184
0
0
MASCO CORP
COM
574599106
6083
110732
SH
SOLE
110732
0
0
MCDONALDS CORP
COM
580135101
329
1531
SH
SOLE
1531
0
0
MEDTRONIC PLC
SHS
G5960L103
7695
65694
SH
SOLE
65694
0
0
MERCK & CO. INC
COM
58933Y105
283
3460
SH
SOLE
3460
0
0
METLIFE INC
COM
59156R108
254
5400
SH
SOLE
5400
0
0
MICROSOFT CORP
COM
594918104
18261
82099
SH
SOLE
82099
0
0
NUCOR CORP
COM
670346105
210
3944
SH
SOLE
3944
0
0
ORACLE CORP
COM
68389X105
4793
74098
SH
SOLE
74098
0
0
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
227
2225
SH
SOLE
2225
0
0
PROCTER AND GAMBLE CO
COM
742718109
7072
50824
SH
SOLE
50824
0
0
QUALCOMM INC
COM
747525103
8834
57991
SH
SOLE
57991
0
0
QUIDEL CORP
COM
74838J101
3770
20983
SH
SOLE
20983
0
0
ROPER TECHNOLOGIES INC
COM
776696106
5415
12562
SH
SOLE
12562
0
0
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
1265
37651
SH
SOLE
37651
0
0
SALESFORCE COM INC
COM
79466L302
5843
26255
SH
SOLE
26255
0
0
SCHWAB CHARLES CORP
COM
808513105
5813
109601
SH
SOLE
109601
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
1114
30924
SH
SOLE
30924
0
0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
4223
82178
SH
SOLE
82178
0
0
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
2130
31562
SH
SOLE
31562
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
1438
37936
SH
SOLE
37936
0
0
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
487
13316
SH
SOLE
13316
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
1793
11153
SH
SOLE
11153
0
0
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
1455
21571
SH
SOLE
21571
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
2004
17667
SH
SOLE
17667
0
0
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
1248
42350
SH
SOLE
42350
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
1327
14988
SH
SOLE
14988
0
0
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
594
8206
SH
SOLE
8206
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
4013
30868
SH
SOLE
30868
0
0
SPDR GOLD TR
GOLD SHS
78463V107
1087
6096
SH
SOLE
6096
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2004
5360
SH
SOLE
5360
0
0
SPDR SER TR
PORTFOLIO SH TSR
78468R101
47606
1550186
SH
SOLE
1550186
0
0
STERICYCLE INC
COM
858912108
2517
36308
SH
SOLE
36308
0
0
TESLA INC
COM
88160R101
229
325
SH
SOLE
325
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
6179
13265
SH
SOLE
13265
0
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
7195
49568
SH
SOLE
49568
0
0
US BANCORP DEL
COM NEW
902973304
3689
79172
SH
SOLE
79172
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
17760
91228
SH
SOLE
91228
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
7276
145196
SH
SOLE
145196
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
4433
53244
SH
SOLE
53244
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
15079
319392
SH
SOLE
319392
0
0
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
3330
24270
SH
SOLE
24270
0
0
VENTAS INC
COM
92276F100
3849
78477
SH
SOLE
78477
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
7085
120600
SH
SOLE
120600
0
0
VISA INC
COM CL A
92826C839
6891
31503
SH
SOLE
31503
0
0
ZOETIS INC
CL A
98978V103
5477
33093
SH
SOLE
33093
0
0