0001085146-20-002904.txt : 20201113 0001085146-20-002904.hdr.sgml : 20201113 20201112174129 ACCESSION NUMBER: 0001085146-20-002904 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201113 DATE AS OF CHANGE: 20201112 EFFECTIVENESS DATE: 20201113 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: 201308244 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 09-30-2020 09-30-2020 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 11-09-2020 0 96 571505 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 728 6686 SH SOLE 6686 0 0 ABBVIE INC COM 00287Y109 709 8096 SH SOLE 8096 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 6945 14162 SH SOLE 14162 0 0 AEGON N V NY REGISTRY SHS 007924103 50 19511 SH SOLE 19511 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 4020 36365 SH SOLE 36365 0 0 ALPHABET INC CAP STK CL A 02079K305 679 463 SH SOLE 463 0 0 ALPHABET INC CAP STK CL C 02079K107 12963 8821 SH SOLE 8821 0 0 AMAZON COM INC COM 023135106 28068 8914 SH SOLE 8914 0 0 AMGEN INC COM 031162100 723 2846 SH SOLE 2846 0 0 APPLE INC COM 037833100 21652 186962 SH SOLE 186962 0 0 AT&T INC COM 00206R102 5315 186442 SH SOLE 186442 0 0 ATLASSIAN CORP PLC CL A G06242104 492 2706 SH SOLE 2706 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 283 2030 SH SOLE 2030 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 496 2333 SH SOLE 2333 0 0 BK OF AMERICA CORP 7.25%CNV PFD L 060505682 223 150 SH SOLE 150 0 0 CHEVRON CORP NEW COM 166764100 417 5796 SH SOLE 5796 0 0 CHEWY INC CL A 16679L109 3490 63657 SH SOLE 63657 0 0 CISCO SYS INC COM 17275R102 8363 212314 SH SOLE 212314 0 0 COCA COLA CO COM 191216100 13613 275729 SH SOLE 275729 0 0 COMCAST CORP NEW CL A 20030N101 257 5557 SH SOLE 5557 0 0 COSTCO WHSL CORP NEW COM 22160K105 14371 40482 SH SOLE 40482 0 0 CSX CORP COM 126408103 244 3139 SH SOLE 3139 0 0 DANAHER CORPORATION COM 235851102 332 1540 SH SOLE 1540 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 4413 32059 SH SOLE 32059 0 0 DIGITAL RLTY TR INC COM 253868103 5408 36849 SH SOLE 36849 0 0 DISNEY WALT CO COM DISNEY 254687106 9053 72962 SH SOLE 72962 0 0 DOCUSIGN INC COM 256163106 13324 61901 SH SOLE 61901 0 0 ENBRIDGE INC COM 29250N105 310 10610 SH SOLE 10610 0 0 EXXON MOBIL CORP COM 30231G102 1499 43663 SH SOLE 43663 0 0 FACEBOOK INC CL A 30303M102 450 1718 SH SOLE 1718 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 8531 78226 SH SOLE 78226 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 3636 96602 SH SOLE 96602 0 0 HARSCO CORP COM 415864107 802 57650 SH SOLE 57650 0 0 HOME DEPOT INC COM 437076102 10240 36874 SH SOLE 36874 0 0 HORMEL FOODS CORP COM 440452100 7021 143611 SH SOLE 143611 0 0 ILLUMINA INC COM 452327109 9274 30006 SH SOLE 30006 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 735 6797 SH SOLE 6797 0 0 IRON MTN INC NEW COM 46284V101 3270 122078 SH SOLE 122078 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2092 29792 SH SOLE 29792 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 212 976 SH SOLE 976 0 0 ISHARES TR CORE S&P500 ETF 464287200 1749 5203 SH SOLE 5203 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 4283 49510 SH SOLE 49510 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 44333 872790 SH SOLE 872790 0 0 JOHNSON & JOHNSON COM 478160104 861 5785 SH SOLE 5785 0 0 JPMORGAN CHASE & CO COM 46625H100 6454 67040 SH SOLE 67040 0 0 LINDE PLC SHS G5494J103 9346 39249 SH SOLE 39249 0 0 LOWES COS INC COM 548661107 769 4638 SH SOLE 4638 0 0 MASCO CORP COM 574599106 8765 158994 SH SOLE 158994 0 0 MCDONALDS CORP COM 580135101 344 1566 SH SOLE 1566 0 0 MEDTRONIC PLC SHS G5960L103 9799 94294 SH SOLE 94294 0 0 MERCK & CO. INC COM 58933Y105 319 3840 SH SOLE 3840 0 0 MICROSOFT CORP COM 594918104 22541 107169 SH SOLE 107169 0 0 ORACLE CORP COM 68389X105 6098 102136 SH SOLE 102136 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 227 2225 SH SOLE 2225 0 0 PROCTER AND GAMBLE CO COM 742718109 9538 68626 SH SOLE 68626 0 0 QUALCOMM INC COM 747525103 9759 82930 SH SOLE 82930 0 0 QUALYS INC COM 74758T303 803 8197 SH SOLE 8197 0 0 QUIDEL CORP COM 74838J101 6657 30345 SH SOLE 30345 0 0 ROPER TECHNOLOGIES INC COM 776696106 7077 17911 SH SOLE 17911 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 1872 77283 SH SOLE 77283 0 0 SALESFORCE COM INC COM 79466L302 9556 38025 SH SOLE 38025 0 0 SCHWAB CHARLES CORP COM 808513105 3747 103434 SH SOLE 103434 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2044 65098 SH SOLE 65098 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 6226 120896 SH SOLE 120896 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 738 11599 SH SOLE 11599 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1776 23066 SH SOLE 23066 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2534 17238 SH SOLE 17238 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1624 67490 SH SOLE 67490 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 2998 50477 SH SOLE 50477 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 427 14266 SH SOLE 14266 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 702 19892 SH SOLE 19892 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2899 27482 SH SOLE 27482 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2132 33267 SH SOLE 33267 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 5472 46888 SH SOLE 46888 0 0 SNAP INC CL A 83304A106 265 10133 SH SOLE 10133 0 0 SPDR GOLD TR GOLD SHS 78463V107 1080 6096 SH SOLE 6096 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2352 7024 SH SOLE 7024 0 0 SPDR SER TR SPDR BLOOMBERG 78468R663 556 6079 SH SOLE 6079 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 52029 1694755 SH SOLE 1694755 0 0 STERICYCLE INC COM 858912108 3371 53456 SH SOLE 53456 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 1945 49668 SH SOLE 49668 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 8169 18502 SH SOLE 18502 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 8604 70958 SH SOLE 70958 0 0 UNION PAC CORP COM 907818108 274 1391 SH SOLE 1391 0 0 US BANCORP DEL COM NEW 902973304 4128 115149 SH SOLE 115149 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 848 2757 SH SOLE 2757 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 18813 122324 SH SOLE 122324 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9195 212643 SH SOLE 212643 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 7386 89148 SH SOLE 89148 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 17085 417723 SH SOLE 417723 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 4526 35055 SH SOLE 35055 0 0 VENTAS INC COM 92276F100 4732 112779 SH SOLE 112779 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 10281 172816 SH SOLE 172816 0 0 VISA INC COM CL A 92826C839 8748 43747 SH SOLE 43747 0 0 WELLS FARGO CO NEW PERP PFD CNV A 949746804 215 160 SH SOLE 160 0 0 ZOETIS INC CL A 98978V103 7731 46751 SH SOLE 46751 0 0