0001667731-19-000212.txt : 20190725
0001667731-19-000212.hdr.sgml : 20190725
20190724181644
ACCESSION NUMBER: 0001667731-19-000212
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190725
DATE AS OF CHANGE: 20190724
EFFECTIVENESS DATE: 20190725
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: 19971974
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
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false
true
false
0001512611
XXXXXXXX
06-30-2019
06-30-2019
false
Nelson Roberts Investment Advisors, LLC
545 Middlefield Road
Suite 200
Menlo Park
CA
94025
13F HOLDINGS REPORT
028-14154
N
Steve Philpott
Compliance Officer
650-322-4000
Steve Philpott
Menlo Park
CA
07-24-2019
0
316
422946
INFORMATION TABLE
2
infotable.xml
General Dynamics Corporation
COM
036955010
38
210
SH
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210
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Purpose Silver Bullion Fund
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150
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AFLAC INC
COM
001055102
39
720
SH
SOLE
720
0
0
AT&T INC
COM
00206R102
6442
192254
SH
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192254
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ABBOTT LABS
COM
002824100
660
7846
SH
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7846
0
0
ABBVIE INC
COM
00287Y109
678
9320
SH
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9320
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Softbank Group Corp
COM
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4
80
SH
SOLE
80
0
0
Adidas AG
COM
00687A107
1
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SOLE
9
0
0
ADOBE INC
COM
00724F101
101
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343
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ADVANCE AUTO PARTS INC
COM
00751Y106
37
237
SH
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237
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0
AEROHIVE NETWORKS INC
COM
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694
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SH
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ADVANCED MICRO DEVICES INC
COM
007903107
20
650
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650
0
0
Agere Systems Inc.
COM
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40
790
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790
0
0
AGILENT TECHNOLOGIES INC
COM
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36
487
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AKAMAI TECHNOLOGIES INC
COM
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AMAZON COM INC
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AMGEN INC
COM
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Amyris
COM
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ANADARKO PETE CORP
COM
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ANALOG DEVICES INC
COM
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500
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APPLE INC
COM
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ASTRAZENECA PLC
COM
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AUTOMATIC DATA PROCESSING IN
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AVALONBAY CMNTYS INC
COM
053484101
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BP PLC
COM
055622104
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BAIDU INC
COM
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Banco De Sabadell ADR
COM
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BANK AMER CORP
COM
060505104
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BAXTER INTL INC
COM
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Capri Holdings Ltd F
COM
072441893
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Bayer AG-Sponsored ADR
COM
072730302
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BECTON DICKINSON & CO
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075887109
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AON PLC
COM
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BERKSHIRE HATHAWAY INC DEL
COM
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COM
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BOEING CO
COM
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BOOKING HLDGS INC
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BRISTOL MYERS SQUIBB CO
COM
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Cigna Corp.
COM
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CSL LTD-SPONSORED ADR
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CSX CORP
COM
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CVS HEALTH CORP
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COM
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Coca-Cola European Partners P
COM
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CARNIVAL CORP
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COM
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COM
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Compass Group PLC
COM
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CHEVRON CORP NEW
COM
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CHINA PETE & CHEM CORP
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CORTEVA INC
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
641069406
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COM
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COM
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COM
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SH
SOLE
314
0
0
NUCOR CORP
COM
670346105
191
3468
SH
SOLE
3468
0
0
NVIDIA CORP
COM
67066G104
11
66
SH
SOLE
66
0
0
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
7
18
SH
SOLE
18
0
0
OCCIDENTAL PETE CORP
COM
674599105
46
920
SH
SOLE
920
0
0
ORACLE CORP
COM
68389X105
6159
108116
SH
SOLE
108116
0
0
PNC FINL SVCS GROUP INC
COM
693475105
87
637
SH
SOLE
637
0
0
PALO ALTO NETWORKS INC
COM
697435105
66
322
SH
SOLE
322
0
0
PAYCHEX INC
COM
704326107
86
1050
SH
SOLE
1050
0
0
PAYPAL HLDGS INC
COM
70450Y103
53
465
SH
SOLE
465
0
0
PEPSICO INC
COM
713448108
220
1678
SH
SOLE
1678
0
0
PFIZER INC
COM
717081103
5385
124302
SH
SOLE
124302
0
0
PHILIP MORRIS INTL INC
COM
718172109
122
1551
SH
SOLE
1551
0
0
PHILLIPS 66
COM
718546104
6
60
SH
SOLE
60
0
0
PIPER JAFFRAY COS
COM
724078100
17
229
SH
SOLE
229
0
0
PRICE T ROWE GROUP INC
COM
74144T108
18
160
SH
SOLE
160
0
0
PROCTER AND GAMBLE CO
COM
742718109
7903
72072
SH
SOLE
72072
0
0
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
28
470
SH
SOLE
470
0
0
QUALCOMM INC
COM
747525103
6526
85792
SH
SOLE
85792
0
0
QUALYS INC
COM
74758T303
739
8491
SH
SOLE
8491
0
0
QUIDEL CORP
COM
74838J101
18
300
SH
SOLE
300
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
3
10
SH
SOLE
10
0
0
Roche Holding AG-Spons ADR
COM
771195104
21
600
SH
SOLE
600
0
0
ROKU INC
COM
77543R102
61
678
SH
SOLE
678
0
0
ROPER TECHNOLOGIES INC
COM
776696106
6808
18589
SH
SOLE
18589
0
0
ROYAL DUTCH SHELL PLC
COM
780259107
6095
92713
SH
SOLE
92713
0
0
ROYAL DUTCH SHELL PLC
COM
780259206
5
83
SH
SOLE
83
0
0
Ryanair Holdings PLC-SP ADR
COM
783513104
1
12
SH
SOLE
12
0
0
SPDR INDEX SHS FDS
COM
78463X863
9
220
SH
SOLE
220
0
0
SPDR SERIES TRUST
COM
78464A540
3
50
SH
SOLE
50
0
0
SVB FINL GROUP
COM
78486Q101
4961
22087
SH
SOLE
22087
0
0
SALESFORCE COM INC
COM
79466L302
5976
39385
SH
SOLE
39385
0
0
SANGAMO THERAPEUTICS INC
COM
800677106
11
1000
SH
SOLE
1000
0
0
SCHLUMBERGER LTD
COM
806857108
2582
64979
SH
SOLE
64979
0
0
THE CHARLES SCHWAB CORPORATI
COM
808513105
3165
78739
SH
SOLE
78739
0
0
SEABRIDGE GOLD INC
COM
811916105
34
2500
SH
SOLE
2500
0
0
SELECT SECTOR SPDR TR
COM
81369Y100
699
11941
SH
SOLE
11941
0
0
SELECT SECTOR SPDR TR
COM
81369Y209
3783
40833
SH
SOLE
40833
0
0
SELECT SECTOR SPDR TR
COM
81369Y308
2056
35410
SH
SOLE
35410
0
0
SELECT SECTOR SPDR TR
COM
81369Y407
2083
17475
SH
SOLE
17475
0
0
SELECT SECTOR SPDR TR
COM
81369Y506
1359
21338
SH
SOLE
21338
0
0
SELECT SECTOR SPDR TR
COM
81369Y605
2408
87261
SH
SOLE
87261
0
0
SELECT SECTOR SPDR TR
COM
81369Y704
2049
26463
SH
SOLE
26463
0
0
SELECT SECTOR SPDR TR
COM
81369Y803
3468
44438
SH
SOLE
44438
0
0
SELECT SECTOR SPDR TR
COM
81369Y852
2208
44860
SH
SOLE
44860
0
0
SELECT SECTOR SPDR TR
COM
81369Y860
504
13715
SH
SOLE
13715
0
0
SELECT SECTOR SPDR TR
COM
81369Y886
148
2480
SH
SOLE
2480
0
0
SERVICENOW INC
COM
81762P102
20
73
SH
SOLE
73
0
0
SHERWIN WILLIAMS CO
COM
824348106
22
47
SH
SOLE
47
0
0
SIEMENS HEALTHINEE-UNSP ADR
COM
82622J104
1
59
SH
SOLE
59
0
0
SNAP INC
COM
83304A106
145
10133
SH
SOLE
10133
0
0
SONY CORP
COM
835699307
2
47
SH
SOLE
47
0
0
SOUTHWEST GAS HOLDINGS INC
COM
844895102
45
500
SH
SOLE
500
0
0
STARBUCKS CORP
COM
855244109
75
892
SH
SOLE
892
0
0
STATE STR CORP
COM
857477103
20
350
SH
SOLE
350
0
0
STERICYCLE INC
COM
858912108
2670
55922
SH
SOLE
55922
0
0
Stone Ridge Reinsurance Risk
COM
861729101
20
2475
SH
SOLE
2475
0
0
Stone Ridge Alternative Lendi
COM
86172R101
27
2683
SH
SOLE
2683
0
0
GOLD Trust ETF
COM
863307104
786
5900
SH
SOLE
5900
0
0
STRYKER CORP
COM
863667101
12
60
SH
SOLE
60
0
0
Sumitomo Corporation
COM
865613103
3
177
SH
SOLE
177
0
0
SYMANTEC CORP
COM
871503108
1
56
SH
SOLE
56
0
0
TJX COS INC NEW
COM
872540109
11253
212812
SH
SOLE
212812
0
0
T. Rowe Price New Era Fund
COM
87282K101
22
636
SH
SOLE
636
0
0
TABLEAU SOFTWARE INC
COM
87336U105
9
53
SH
SOLE
53
0
0
TAL EDUCATION GROUP
COM
874080104
1
38
SH
SOLE
38
0
0
TAPESTRY INC
COM
876030107
25
800
SH
SOLE
800
0
0
Target Corp
COM
87612E106
39
450
SH
SOLE
450
0
0
Tasty Fries Inc
COM
876556200
0
500
SH
SOLE
500
0
0
TERADATA CORP DEL
COM
88076W103
2
49
SH
SOLE
49
0
0
TESLA INC
COM
88160R101
18
80
SH
SOLE
80
0
0
TEXAS INSTRS INC
COM
882508104
17
150
SH
SOLE
150
0
0
TEXAS ROADHOUSE INC
COM
882681109
50
935
SH
SOLE
935
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
115
390
SH
SOLE
390
0
0
3M CO
COM
88579Y101
185
1070
SH
SOLE
1070
0
0
Tokyo Electron Ltd-ADR
COM
889110102
14
400
SH
SOLE
400
0
0
TRACTOR SUPPLY CO
COM
892356106
11
100
SH
SOLE
100
0
0
Travelers Companies Inc.
COM
89417E109
7945
53136
SH
SOLE
53136
0
0
Tri Continental Corp
PFD
895436202
7
275
SH
SOLE
275
0
0
Twenty-First Century Fox-A
COM
90130A101
30
821
SH
SOLE
821
0
0
TYSON FOODS INC
COM
902494103
3
33
SH
SOLE
33
0
0
UDR INC
COM
902653104
96
2135
SH
SOLE
2135
0
0
US BANCORP DEL
COM
902973304
6361
121393
SH
SOLE
121393
0
0
UNION PACIFIC CORP
COM
907818108
79
467
SH
SOLE
467
0
0
UNITED PARCEL SERVICE INC
COM
911312106
140
1360
SH
SOLE
1360
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
5677
43599
SH
SOLE
43599
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
9047
37077
SH
SOLE
37077
0
0
UNUM GROUP
COM
91529Y106
1
43
SH
SOLE
43
0
0
VALERO ENERGY CORP NEW
COM
91913Y100
15
179
SH
SOLE
179
0
0
VANGUARD WORLD FDS
COM
92204A876
4197
31575
SH
SOLE
31575
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
10168
177987
SH
SOLE
177987
0
0
VISA INC
COM
92826C839
8123
46805
SH
SOLE
46805
0
0
VMWARE INC
COM
928563402
12
70
SH
SOLE
70
0
0
WEC ENERGY GROUP INC
COM
92939U106
13
150
SH
SOLE
150
0
0
WABTEC CORP
COM
929740108
3
35
SH
SOLE
35
0
0
WALMART INC
COM
931142103
167
1510
SH
SOLE
1510
0
0
WEIS MKTS INC
COM
948849104
16
450
SH
SOLE
450
0
0
WELLS FARGO CO NEW
COM
949746101
155
3285
SH
SOLE
3285
0
0
WELLS FARGO CO NEW
PFD
949746804
218
160
SH
SOLE
160
0
0
WESTROCK CO
COM
96145D105
4
100
SH
SOLE
100
0
0
WILLIAMS COS INC DEL
COM
969457100
2
73
SH
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73
0
0
WORLDPAY INC
COM
981558109
3
22
SH
SOLE
22
0
0
XCEL ENERGY INC
COM
98389B100
52
880
SH
SOLE
880
0
0
ZOETIS INC
COM
98978V103
5510
48551
SH
SOLE
48551
0
0
ZUORA INC
COM
98983V106
244
15937
SH
SOLE
15937
0
0
Wirecard AG
COM
D22359133
2
9
SH
SOLE
9
0
0
ADIENT PLC
COM
G0084W101
1
41
SH
SOLE
41
0
0
ALLERGAN PLC
COM
G0177J108
15
90
SH
SOLE
90
0
0
Accenture LTD
COM
G11513101
9
47
SH
SOLE
47
0
0
Blue Prism Group plc
COM
G1193C101
0
12
SH
SOLE
12
0
0
EATON CORP PLC
COM
G29183103
5689
68311
SH
SOLE
68311
0
0
INVESCO LTD
COM
G491BT108
30
1490
SH
SOLE
1490
0
0
LINDE PLC
COM
G5494J103
8374
41705
SH
SOLE
41705
0
0
MEDTRONIC PLC
COM
G5960L103
9726
99864
SH
SOLE
99864
0
0
Tencent Holdings LTD
COM
G87572163
1
22
SH
SOLE
22
0
0
CHECK POINT SOFTWARE TECH LT
COM
M22465104
23
200
SH
SOLE
200
0
0
ISHARES TR
COM
464287614
247
1575
SH
SOLE
1575
0
0
ISHARES TR
COM
464287200
1504
5103
SH
SOLE
5103
0
0
MDY
COM
595635103
84
236
SH
SOLE
236
0
0
INVESCO EXCHANGE TRADED FD T
COM
46137V357
950
8812
SH
SOLE
8812
0
0
SPDR S&P 500 ETF TR
COM
78462F103
2202
7516
SH
SOLE
7516
0
0
VANGUARD INDEX FDS
COM
922908363
1053
3913
SH
SOLE
3913
0
0
ISHARES TR
COM
464287804
24653
314941
SH
SOLE
314941
0
0
VANGUARD INDEX FDS
COM
922908751
341
2180
SH
SOLE
2180
0
0
ISHARES TR
COM
464287465
3354
51031
SH
SOLE
51031
0
0
VANGUARD TAX MANAGED INTL FD
COM
921943858
15938
382137
SH
SOLE
382137
0
0
VANGUARD INTL EQUITY INDEX F
COM
922042858
9501
223404
SH
SOLE
223404
0
0