Seven Post Investment Office as of Dec. 31, 2020
Portfolio Holdings for Seven Post Investment Office
Seven Post Investment Office holds 11 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Real Estate Etf (VNQ) | 58.8 | $65M | 768k | 84.93 | |
| Equity Residential Sh Ben Int (EQR) | 20.1 | $22M | 376k | 59.28 | |
| Prologis (PLD) | 6.5 | $7.2M | 72k | 99.65 | |
| Equity Lifestyle Properties (ELS) | 5.7 | $6.3M | 100k | 63.36 | |
| Public Storage (PSA) | 5.6 | $6.2M | 27k | 230.94 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.8 | $2.0M | 24k | 83.27 | |
| Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) | 0.4 | $493k | 27k | 18.28 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $342k | 1.9k | 175.84 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $272k | 3.1k | 88.17 | |
| Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.2 | $242k | 4.5k | 54.14 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $210k | 1.2k | 177.97 |
