Seven Post Investment Office as of June 30, 2020
Portfolio Holdings for Seven Post Investment Office
Seven Post Investment Office holds 12 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Real Estate Etf (VNQ) | 52.2 | $60M | 770k | 78.53 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 15.5 | $18M | 58k | 308.37 | |
| Ishares Tr Msci Eafe Etf Put Option (EFA) | 6.8 | $7.9M | 130k | 60.87 | |
| Prologis (PLD) | 5.9 | $6.8M | 73k | 93.33 | |
| Equity Lifestyle Properties (ELS) | 5.5 | $6.3M | 101k | 62.48 | |
| Public Storage (PSA) | 4.5 | $5.2M | 27k | 191.90 | |
| Equity Residential Sh Ben Int (EQR) | 4.3 | $5.0M | 85k | 58.82 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.9 | $3.4M | 41k | 82.65 | |
| Ishares Tr Msci Emg Mkt Etf Put Option (EEM) | 1.6 | $1.8M | 46k | 40.00 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $419k | 4.7k | 88.32 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $278k | 1.9k | 142.93 | |
| Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.2 | $243k | 4.5k | 54.36 |
