Seven Post Investment Office as of March 31, 2020
Portfolio Holdings for Seven Post Investment Office
Seven Post Investment Office holds 4 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 78.7 | $3.2M | 41k | 79.09 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 9.8 | $405k | 4.7k | 85.37 | |
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 5.9 | $244k | 4.5k | 54.59 | |
Vanguard Index Fds Large Cap Etf (VV) | 5.6 | $230k | 1.9k | 118.25 |