Seven Post Investment Office as of March 31, 2020
Portfolio Holdings for Seven Post Investment Office
Seven Post Investment Office holds 35 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 |
|---|---|---|---|---|---|
| Lennox International (LII) | 29.0 | $54M | 298k | 181.79 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 28.5 | $53M | 761k | 69.85 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.7 | $16M | 63k | 257.74 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 3.9 | $7.4M | 221k | 33.34 | |
| Alexander & Baldwin (ALEX) | 3.2 | $6.0M | 531k | 11.22 | |
| Prologis (PLD) | 3.1 | $5.8M | 72k | 80.38 | |
| Equity Lifestyle Properties (ELS) | 3.1 | $5.8M | 100k | 57.48 | |
| Matson (MATX) | 2.9 | $5.5M | 179k | 30.62 | |
| Public Storage (PSA) | 2.8 | $5.3M | 27k | 198.61 | |
| Equity Residential Sh Ben Int (EQR) | 2.8 | $5.2M | 84k | 61.71 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.6 | $4.8M | 76k | 62.81 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $3.4M | 102k | 33.55 | |
| Proofpoint | 1.0 | $1.9M | 19k | 102.58 | |
| Uber Technologies (UBER) | 0.9 | $1.7M | 61k | 27.91 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $1.6M | 13k | 128.90 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $1.4M | 26k | 53.44 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.6 | $1.0M | 17k | 62.59 | |
| Amazon (AMZN) | 0.4 | $659k | 338.00 | 1949.70 | |
| Apple (AAPL) | 0.3 | $624k | 2.5k | 254.18 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $498k | 428.00 | 1163.55 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.3 | $493k | 24k | 20.80 | |
| Enterprise Products Partners (EPD) | 0.3 | $474k | 33k | 14.30 | |
| Charles River Laboratories (CRL) | 0.2 | $457k | 3.6k | 126.10 | |
| Integer Hldgs (ITGR) | 0.2 | $452k | 7.2k | 62.87 | |
| Kkr & Co Cl A (KKR) | 0.2 | $439k | 19k | 23.48 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp | 0.2 | $350k | 9.6k | 36.46 | |
| Facebook Cl A (META) | 0.2 | $334k | 2.0k | 166.58 | |
| Mastercard Cl A (MA) | 0.2 | $281k | 1.2k | 241.20 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $272k | 1.00 | 272000.00 | |
| Disney Walt Com Disney (DIS) | 0.1 | $252k | 2.6k | 96.55 | |
| Arista Networks (ANET) | 0.1 | $248k | 1.2k | 202.45 | |
| Pra (PRAA) | 0.1 | $236k | 8.5k | 27.76 | |
| Shopify Cl A (SHOP) | 0.1 | $208k | 500.00 | 416.00 | |
| Cincinnati Bell Com New | 0.1 | $206k | 14k | 14.66 | |
| American Intl Group *w Exp 01/19/202 | 0.0 | $22k | 27k | 0.81 |
