Seven Post Investment Office as of Sept. 30, 2020
Portfolio Holdings for Seven Post Investment Office
Seven Post Investment Office holds 13 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Real Estate Etf (VNQ) | 55.9 | $66M | 830k | 78.96 | |
| Equity Residential Sh Ben Int (EQR) | 12.1 | $14M | 276k | 51.33 | |
| Ishares Tr Msci Eafe Etf Put Option (EFA) | 7.0 | $8.2M | 130k | 63.65 | |
| Prologis (PLD) | 6.6 | $7.8M | 78k | 100.61 | |
| Equity Lifestyle Properties (ELS) | 5.7 | $6.6M | 108k | 61.30 | |
| Public Storage (PSA) | 5.6 | $6.5M | 29k | 222.72 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 2.7 | $3.1M | 9.3k | 334.95 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.7 | $2.0M | 24k | 82.86 | |
| Ishares Tr Msci Emg Mkt Etf Put Option (EEM) | 1.7 | $2.0M | 46k | 44.10 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $444k | 5.0k | 88.13 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $304k | 1.9k | 156.30 | |
| Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.2 | $243k | 4.5k | 54.36 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $209k | 1.2k | 177.12 |
