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 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