0001754960-22-000172.txt : 20220711 0001754960-22-000172.hdr.sgml : 20220711 20220711162226 ACCESSION NUMBER: 0001754960-22-000172 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220711 DATE AS OF CHANGE: 20220711 EFFECTIVENESS DATE: 20220711 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Roberts Wealth Advisors, LLC CENTRAL INDEX KEY: 0001885319 IRS NUMBER: 850955391 STATE OF INCORPORATION: CA FISCAL YEAR END: 1221 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21375 FILM NUMBER: 221077174 BUSINESS ADDRESS: STREET 1: 855 EL CAMINO REAL, #311 BUILDING 5 CITY: PALO ALTO STATE: CA ZIP: 94301 BUSINESS PHONE: 6502402410 MAIL ADDRESS: STREET 1: 855 EL CAMINO REAL, #311 BUILDING 5 CITY: PALO ALTO STATE: CA ZIP: 94301 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001885319 XXXXXXXX 06-30-2022 06-30-2022 Roberts Wealth Advisors, LLC

855 EL CAMINO REAL, #311 BUILDING 5 PALO ALTO CA 94301

13F HOLDINGS REPORT 028-21375 N File13F.com 844-844-3453 Aryn Sands Reno NV 07-11-2022 0 84 229478 false INFORMATION TABLE 2 InformationTableOutput.xml LINDE PLCSHSG5494J1032824 10320 SH SOLE 10320 0 0 MEDTRONIC PLCSHSG5960L1033406 38064 SH SOLE 38064 0 0 TRANE TECHNOLOGIES PLCSHSG8994E1033620 27615 SH SOLE 27615 0 0 AT&T INCCOM00206R1021203 57835 SH SOLE 57835 0 0 ADOBE SYSTEMS INCORPORATEDCOM00724F1011569 4030 SH SOLE 4030 0 0 AKAMAI TECHNOLOGIES INCCOM00971T1011306 14177 SH SOLE 14177 0 0 ALPHABET INCCAP STK CL C02079K1079666 4022 SH SOLE 4022 0 0 ALPHABET INCCAP STK CL A02079K3051681 704 SH SOLE 704 0 0 AMAZON COM INCCOM0231351067475 64699 SH SOLE 64699 0 0 AMERICAN TOWER CORP NEWCOM03027X1001567 6146 SH SOLE 6146 0 0 ANALOG DEVICES INCCOM032654105217 1445 SH SOLE 1445 0 0 APPLE INCCOM03783310012320 83788 SH SOLE 83788 0 0 BERKSHIRE HATHAWAY INC DELCL B NEW084670702411 1464 SH SOLE 1464 0 0 CHARTER COMMUNICATIONS INC NCL A16119P108255 550 SH SOLE 550 0 0 CHEVRON CORP NEWCOM166764100401 2810 SH SOLE 2810 0 0 CHEWY INCCL A16679L1091305 29570 SH SOLE 29570 0 0 CISCO SYS INCCOM17275R1023439 79269 SH SOLE 79269 0 0 COSTCO WHSL CORP NEWCOM22160K1052918 5818 SH SOLE 5818 0 0 DANAHER CORPORATIONCOM235851102348 1320 SH SOLE 1320 0 0 DIAGEO PLCSPON ADR NEW25243Q2052178 12679 SH SOLE 12679 0 0 DISNEY WALT COCOM2546871062893 30179 SH SOLE 30179 0 0 DOCUSIGN INCCOM256163106822 12374 SH SOLE 12374 0 0 DUPONT DE NEMOURS INCCOM26614N1021918 34588 SH SOLE 34588 0 0 ASPEN TECHNOLOGY INCCOM29109X106858 4575 SH SOLE 4575 0 0 EXXON MOBIL CORPCOM30231G1021223 14210 SH SOLE 14210 0 0 FEDEX CORPCOM31428X1061595 6919 SH SOLE 6919 0 0 FIRST REP BK SAN FRANCISCO CCOM33616C1004250 28156 SH SOLE 28156 0 0 GENERAC HLDGS INCCOM368736104992 4302 SH SOLE 4302 0 0 GILEAD SCIENCES INCCOM375558103452 7190 SH SOLE 7190 0 0 GSK PLCSPONSORED ADR37733W1053468 81907 SH SOLE 81907 0 0 HOME DEPOT INCCOM4370761023040 10613 SH SOLE 10613 0 0 ILLUMINA INCCOM4523271092548 12929 SH SOLE 12929 0 0 INTUITCOM4612021032097 5155 SH SOLE 5155 0 0 INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V357334 2440 SH SOLE 2440 0 0 ISHARES TRCORE S&P500 ETF464287200813 2080 SH SOLE 2080 0 0 ISHARES TR1 3 YR TREAS BD4642874571678 20330 SH SOLE 20330 0 0 ISHARES TRCORE S&P SCP ETF4642878041820 19413 SH SOLE 19413 0 0 JPMORGAN CHASE & COCOM46625H1002708 23679 SH SOLE 23679 0 0 J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL46641Q6544122 81363 SH SOLE 81363 0 0 J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q83715421 308171 SH SOLE 308171 0 0 LOWES COS INCCOM548661107699 3850 SH SOLE 3850 0 0 MASCO CORPCOM5745991063021 57481 SH SOLE 57481 0 0 MERCK & CO INCCOM58933Y1051862 20067 SH SOLE 20067 0 0 MICROSOFT CORPCOM5949181049988 37317 SH SOLE 37317 0 0 NORFOLK SOUTHN CORPCOM655844108452 2000 SH SOLE 2000 0 0 ORACLE CORPCOM68389X105962 13386 SH SOLE 13386 0 0 PAYPAL HLDGS INCCOM70450Y1032890 39354 SH SOLE 39354 0 0 PROCTER AND GAMBLE COCOM7427181093629 25026 SH SOLE 25026 0 0 QUALCOMM INCCOM7475251033997 29384 SH SOLE 29384 0 0 QUALYS INCCOM74758T303771 5826 SH SOLE 5826 0 0 ROPER TECHNOLOGIES INCCOM7766961062833 7047 SH SOLE 7047 0 0 SHELL PLCSPON ADS7802593051276 26008 SH SOLE 26008 0 0 SPDR S&P 500 ETF TRTR UNIT78462F1031646 4235 SH SOLE 4235 0 0 SPDR SER TRPORTFOLIO SH TSR78468R10115686 533888 SH SOLE 533888 0 0 SALESFORCE INCCOM79466L3022858 16286 SH SOLE 16286 0 0 SCHWAB CHARLES CORPCOM8085131053495 54309 SH SOLE 54309 0 0 SCHWAB STRATEGIC TRINTL EQTY ETF8085248051218 38782 SH SOLE 38782 0 0 SCHWAB STRATEGIC TRSHT TM US TRES8085248621483 30224 SH SOLE 30224 0 0 SELECT SECTOR SPDR TRSBI MATERIALS81369Y100243 3329 SH SOLE 3329 0 0 SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y2091553 11880 SH SOLE 11880 0 0 SELECT SECTOR SPDR TRSBI CONS STPLS81369Y308827 11350 SH SOLE 11350 0 0 SELECT SECTOR SPDR TRSBI CONS DISCR81369Y407917 6264 SH SOLE 6264 0 0 SELECT SECTOR SPDR TRENERGY81369Y506380 5359 SH SOLE 5359 0 0 SELECT SECTOR SPDR TRFINANCIAL81369Y605911 28395 SH SOLE 28395 0 0 SELECT SECTOR SPDR TRSBI INT-INDS81369Y704803 9138 SH SOLE 9138 0 0 SELECT SECTOR SPDR TRTECHNOLOGY81369Y8032265 17045 SH SOLE 17045 0 0 SELECT SECTOR SPDR TRCOMMUNICATION81369Y852912 16076 SH SOLE 16076 0 0 SELECT SECTOR SPDR TRRL EST SEL SEC81369Y860320 7766 SH SOLE 7766 0 0 SNOWFLAKE INCCL A833445109646 4046 SH SOLE 4046 0 0 STERICYCLE INCCOM8589121081242 27852 SH SOLE 27852 0 0 TAKE-TWO INTERACTIVE SOFTWARCOM8740541091174 9398 SH SOLE 9398 0 0 THERMO FISHER SCIENTIFIC INCCOM8835561023933 7103 SH SOLE 7103 0 0 UNION PAC CORPCOM907818108211 1006 SH SOLE 1006 0 0 VANGUARD TAX-MANAGED INTL FDVAN FTSE DEV MKT9219438587626 187085 SH SOLE 187085 0 0 VANGUARD WORLD FDSENERGY ETF92204A306237 2405 SH SOLE 2405 0 0 VANGUARD WORLD FDSUTILITIES ETF92204A8761986 13081 SH SOLE 13081 0 0 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428585389 129734 SH SOLE 129734 0 0 VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C4098794 115207 SH SOLE 115207 0 0 VANGUARD INDEX FDSSMALL CP ETF9229087517910 43573 SH SOLE 43573 0 0 VERIZON COMMUNICATIONS INCCOM92343V1043353 66411 SH SOLE 66411 0 0 VISA INCCOM CL A92826C8393452 16957 SH SOLE 16957 0 0 WILLIAMS SONOMA INCCOM9699041011134 8693 SH SOLE 8693 0 0 ZOETIS INCCL A98978V1033024 16993 SH SOLE 16993 0 0 ZUORA INCCOM CL A98983V106309 30938 SH SOLE 30938 0 0