0001085146-22-000918.txt : 20220214 0001085146-22-000918.hdr.sgml : 20220214 20220211204837 ACCESSION NUMBER: 0001085146-22-000918 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220211 EFFECTIVENESS DATE: 20220214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Nelson Capital Management, 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: 22624125 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 FORMER COMPANY: FORMER CONFORMED NAME: Nelson Roberts Investment Advisors, LLC DATE OF NAME CHANGE: 20110209 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001512611 XXXXXXXX 12-31-2021 12-31-2021 false Nelson Capital Management, 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 02-11-2022 0 106 540721 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 567 4028 SH SOLE 4028 0 0 ABBVIE INC COM 00287Y109 723 5341 SH SOLE 5341 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 6160 10863 SH SOLE 10863 0 0 AEGON N V NY REGISTRY SHS 007924103 89 18011 SH SOLE 18011 0 0 ALPHABET INC CAP STK CL A 02079K305 1086 375 SH SOLE 375 0 0 ALPHABET INC CAP STK CL C 02079K107 16617 5743 SH SOLE 5743 0 0 AMAZON COM INC COM 023135106 16012 4802 SH SOLE 4802 0 0 AMGEN INC COM 031162100 610 2710 SH SOLE 2710 0 0 APPLE INC COM 037833100 22486 126631 SH SOLE 126631 0 0 ATLASSIAN CORP PLC CL A G06242104 1032 2706 SH SOLE 2706 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 296 1200 SH SOLE 1200 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 292 977 SH SOLE 977 0 0 BK OF AMERICA CORP 7.25%CNV PFD L 060505682 217 150 SH SOLE 150 0 0 BK OF AMERICA CORP COM 060505104 350 7872 SH SOLE 7872 0 0 BOOKING HOLDINGS INC COM 09857L108 4455 1857 SH SOLE 1857 0 0 CHEVRON CORP NEW COM 166764100 4821 41084 SH SOLE 41084 0 0 CHEWY INC CL A 16679L109 2725 46215 SH SOLE 46215 0 0 CISCO SYS INC COM 17275R102 8828 139306 SH SOLE 139306 0 0 COCA COLA CO COM 191216100 16267 274729 SH SOLE 274729 0 0 COMCAST CORP NEW CL A 20030N101 3615 71819 SH SOLE 71819 0 0 CORTEVA INC COM 22052L104 274 5793 SH SOLE 5793 0 0 COSTCO WHSL CORP NEW COM 22160K105 10829 19075 SH SOLE 19075 0 0 CSX CORP COM 126408103 350 9300 SH SOLE 9300 0 0 D R HORTON INC COM 23331A109 5182 47782 SH SOLE 47782 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 4695 21327 SH SOLE 21327 0 0 DIGITAL RLTY TR INC COM 253868103 4496 25417 SH SOLE 25417 0 0 DISNEY WALT CO COM 254687106 8284 53485 SH SOLE 53485 0 0 DOCUSIGN INC COM 256163106 6593 43287 SH SOLE 43287 0 0 DUPONT DE NEMOURS INC COM 26614N102 377 4665 SH SOLE 4665 0 0 ENBRIDGE INC COM 29250N105 323 8267 SH SOLE 8267 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 2823 31193 SH SOLE 31193 0 0 EXXON MOBIL CORP COM 30231G102 1311 21430 SH SOLE 21430 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 10983 53185 SH SOLE 53185 0 0 GENERAL MLS INC COM 370334104 5380 79844 SH SOLE 79844 0 0 GLOBAL X FDS US PFD ETF 37954Y657 1683 65318 SH SOLE 65318 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 283 740 SH SOLE 740 0 0 HARSCO CORP COM 415864107 629 37650 SH SOLE 37650 0 0 HOME DEPOT INC COM 437076102 5485 13215 SH SOLE 13215 0 0 ILLUMINA INC COM 452327109 4807 12636 SH SOLE 12636 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 246 1510 SH SOLE 1510 0 0 IRON MTN INC NEW COM 46284V101 4582 87559 SH SOLE 87559 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 941 10999 SH SOLE 10999 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1307 11413 SH SOLE 11413 0 0 ISHARES TR CORE S&P500 ETF 464287200 1865 3909 SH SOLE 3909 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 350 1195 SH SOLE 1195 0 0 J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 46641Q332 1857 29395 SH SOLE 29395 0 0 J P MORGAN EXCHANGE-TRADED F SHORT DURA CORE 46641Q274 7077 142317 SH SOLE 142317 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 41818 828410 SH SOLE 828410 0 0 JOHNSON & JOHNSON COM 478160104 865 5058 SH SOLE 5058 0 0 JPMORGAN CHASE & CO COM 46625H100 7677 48479 SH SOLE 48479 0 0 KIRKLAND LAKE GOLD LTD COM 49741E100 4742 113047 SH SOLE 113047 0 0 LINDE PLC SHS G5494J103 9171 26473 SH SOLE 26473 0 0 MASCO CORP COM 574599106 7536 107325 SH SOLE 107325 0 0 MCDONALDS CORP COM 580135101 242 901 SH SOLE 901 0 0 MEDTRONIC PLC SHS G5960L103 6517 62996 SH SOLE 62996 0 0 MERCK & CO INC COM 58933Y105 266 3470 SH SOLE 3470 0 0 META PLATFORMS INC CL A 30303M102 315 936 SH SOLE 936 0 0 MICROSOFT CORP COM 594918104 24876 73965 SH SOLE 73965 0 0 NORFOLK SOUTHN CORP COM 655844108 234 785 SH SOLE 785 0 0 NUCOR CORP COM 670346105 409 3582 SH SOLE 3582 0 0 ORACLE CORP COM 68389X105 867 9943 SH SOLE 9943 0 0 PEPSICO INC COM 713448108 203 1170 SH SOLE 1170 0 0 PFIZER INC COM 717081103 212 3592 SH SOLE 3592 0 0 PROCTER AND GAMBLE CO COM 742718109 7583 46359 SH SOLE 46359 0 0 PROGYNY INC COM 74340E103 2852 56642 SH SOLE 56642 0 0 QUALCOMM INC COM 747525103 10100 55231 SH SOLE 55231 0 0 ROPER TECHNOLOGIES INC COM 776696106 6060 12321 SH SOLE 12321 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 1850 42668 SH SOLE 42668 0 0 SALESFORCE COM INC COM 79466L302 6576 25876 SH SOLE 25876 0 0 SCHWAB CHARLES CORP COM 808513105 9170 109038 SH SOLE 109038 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 981 25233 SH SOLE 25233 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2106 41417 SH SOLE 41417 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 1854 23868 SH SOLE 23868 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 2054 37012 SH SOLE 37012 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1652 42316 SH SOLE 42316 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 803 15495 SH SOLE 15495 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2137 10451 SH SOLE 10451 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1617 20965 SH SOLE 20965 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2118 15036 SH SOLE 15036 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1398 13209 SH SOLE 13209 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 726 8017 SH SOLE 8017 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4605 26485 SH SOLE 26485 0 0 SPDR GOLD TR GOLD SHS 78463V107 1033 6040 SH SOLE 6040 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2495 5253 SH SOLE 5253 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 32828 1078819 SH SOLE 1078819 0 0 STRYKER CORPORATION COM 863667101 4336 16216 SH SOLE 16216 0 0 TARGET CORP COM 87612E106 2741 11842 SH SOLE 11842 0 0 TESLA INC COM 88160R101 343 325 SH SOLE 325 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 8637 12945 SH SOLE 12945 0 0 TJX COS INC NEW COM 872540109 4371 57568 SH SOLE 57568 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 9909 49046 SH SOLE 49046 0 0 US BANCORP DEL COM NEW 902973304 4095 72906 SH SOLE 72906 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 8990 179980 SH SOLE 179980 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 215 493 SH SOLE 493 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 20623 91246 SH SOLE 91246 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 213 882 SH SOLE 882 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 16131 326138 SH SOLE 326138 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2598 31971 SH SOLE 31971 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 17395 340676 SH SOLE 340676 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 3705 23687 SH SOLE 23687 0 0 VENTAS INC COM 92276F100 3677 71936 SH SOLE 71936 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 6060 116632 SH SOLE 116632 0 0 VISA INC COM CL A 92826C839 6597 30440 SH SOLE 30440 0 0 WELLS FARGO CO NEW PERP PFD CNV A 949746804 238 160 SH SOLE 160 0 0 XYLEM INC COM 98419M100 3190 26605 SH SOLE 26605 0 0 ZOETIS INC CL A 98978V103 7849 32163 SH SOLE 32163 0 0