Seven Post Investment Office as of Dec. 31, 2020
Portfolio Holdings for Seven Post Investment Office
Seven Post Investment Office holds 33 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 |
|---|---|---|---|---|---|
| Lennox International (LII) | 58.1 | $79M | 287k | 273.97 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 11.3 | $15M | 41k | 373.87 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 4.7 | $6.3M | 69k | 92.57 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 4.1 | $5.5M | 116k | 47.22 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.8 | $5.1M | 26k | 194.63 | |
| Matson (MATX) | 3.3 | $4.5M | 79k | 56.97 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.3 | $3.1M | 62k | 50.11 | |
| Proofpoint | 1.9 | $2.5M | 19k | 136.43 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.4 | $1.9M | 26k | 72.98 | |
| Uber Technologies (UBER) | 0.9 | $1.3M | 25k | 51.00 | |
| Apple (AAPL) | 0.9 | $1.2M | 9.4k | 132.72 | |
| Charles River Laboratories (CRL) | 0.7 | $905k | 3.6k | 249.72 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $778k | 444.00 | 1752.25 | |
| Kkr & Co (KKR) | 0.6 | $757k | 19k | 40.48 | |
| Integer Hldgs (ITGR) | 0.4 | $584k | 7.2k | 81.22 | |
| Shopify Cl A (SHOP) | 0.4 | $566k | 500.00 | 1132.00 | |
| Facebook Cl A (META) | 0.4 | $564k | 2.1k | 273.12 | |
| Tesla Motors (TSLA) | 0.4 | $529k | 750.00 | 705.33 | |
| Amazon (AMZN) | 0.4 | $512k | 157.00 | 3261.15 | |
| Walt Disney Company (DIS) | 0.4 | $473k | 2.6k | 181.23 | |
| MercadoLibre (MELI) | 0.3 | $446k | 266.00 | 1676.69 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $437k | 1.2k | 356.73 | |
| Appian Corp Cl A (APPN) | 0.3 | $357k | 2.2k | 162.27 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $356k | 1.8k | 194.64 | |
| Arista Networks (ANET) | 0.3 | $356k | 1.2k | 290.61 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $351k | 1.7k | 206.84 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $348k | 1.00 | 348000.00 | |
| Pra (PRAA) | 0.2 | $327k | 8.3k | 39.64 | |
| Medtronic SHS (MDT) | 0.2 | $236k | 2.0k | 117.12 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $226k | 2.5k | 90.84 | |
| Cincinnati Bell Com New | 0.2 | $215k | 14k | 15.30 | |
| Starbucks Corporation (SBUX) | 0.2 | $214k | 2.0k | 106.84 | |
| Microsoft Corporation (MSFT) | 0.1 | $202k | 907.00 | 222.71 |
