Nelson Roberts Investment Advisors, LLC 13F Holdings

CIK 02814154 · East Palo Alto, CA

As of Sep 30, 2022, Nelson Roberts Investment Advisors, LLC reported 97 positions worth $340.3K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology75,622 7.6K5.18%
APPLE INCAAPLTechnology120,006 6.6K4.87%
COCA COLA COKOConsumer Defensive272,768 5.3K4.49%
VANGUARD SMALL-CAP INDEX FUNDVB—85,293 4.6K4.28%
VANGUARD TAX-MANAGED FUNDSVEA—340,757 2.4K3.64%
ALPHABET INCGOOGEquity104,242 0.0K2.95%
JPMORGAN ULTRA-SHORT INCOMEJPST—198,711 0.0K2.93%
STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETFSPTS—333,311$9.6K2.83%
VANGUARD ULTRA-SHORT BOND ETFVUSB—185,436$9.1K2.67%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—229,007$8.4K2.46%
AMAZON.COM INCAMZNEquity70,304$7.9K2.33%
SCHWAB CHARLES CORPSCHWEquity99,472$7.1K2.10%
GENERAL MILLS INCGISConsumer Defensive90,453$6.9K2.04%
TRANE TECHNOLOGIES PLCTTBasic Materials45,024$6.5K1.92%
PROCTER & GAMBLE COPGConsumer Defensive51,464$6.5K1.91%
AGNICO EAGLE MINES LTDAEMBasic Materials149,912$6.3K1.86%
THERMO FISHER SCIENTIFIC INCTMOHealthcare11,825$6.0K1.76%
QUALCOMM INCQCOMTechnology52,638$5.9K1.75%
CHEVRON CORPCHVEnergy41,085$5.9K1.73%
COSTCO WHOLESALE CORPCOSTConsumer Defensive12,298$5.8K1.71%
EXXON MOBIL CORPXOMEnergy63,138$5.5K1.62%
SCHWAB EMERGING MARKETS EQUITY ETFSCHE—240,354$5.4K1.58%
CISCO SYSTEMS INCCSCOTechnology132,810$5.3K1.56%
VANGUARD UTILITIES INDEX FUNDVPU—36,507$5.2K1.53%
VISA INC-CLASS A SHARESVFinancial Services28,520$5.1K1.49%